SWBC · 4 weeks ago
Trading & Settlements Coordinator
San Antonio, TX
Full-time
Onsite
Entry Level
2+ years expSWBC is seeking a talented individual to join our Capital Markets team as a Fixed Income Trading & Settlements Coordinator. In this role, you’ll be at the center of our trading operations, ensuring accuracy, efficiency, and compliance throughout the trade lifecycle.
BankingFinanceFinancial ServicesInsurance
Responsibilities
Monitor and reconcile daily fixed income transactions to ensure timely and accurate settlement
Allocate trades in Bloomberg and assist with booking and correcting trades as needed
Open new accounts and coordinate with counterparties to resolve trade discrepancies and settlement issues
Prepare and distribute daily and ad-hoc reports to support risk management and trading decisions
Maintain trade blotters and documentation for compliance and audit purposes
Act as backup for Public Finance team when help is needed processing municipal underwritings
Collaborate with traders and directors on special projects, audits and operational improvements
Perform other duties as assigned to support the success of the Capital Markets Team
Qualification
Required
Bachelor's degree in Finance, Business Administration, Economics, or related field preferred
Minimum of two (2) years of experience in financial services or operations; exposure to fixed income trading is a plus
Strong attention to detail and ability to work under tight deadlines in a fast-paced environment
Excellent communication skills (written and verbal) and strong organizational abilities
Proficiency in Microsoft Excel and Word; experience with Bloomberg is a plus
Ability to learn and apply compliance policies and procedures
Team-oriented mindset with a proactive approach to problem-solving
Able to sit for long periods of time performing sedentary activities
Benefits
Competitive overall compensation package
Work/Life balance
Employee engagement activities and recognition awards
Years of Service awards
Career enhancement and growth opportunities
Leadership Academy and Mentor Program
Continuing education and career certifications
Variety of healthcare coverage options
Traditional and Roth 401(k) retirement plans
Lucrative Wellness Program
Company
SWBC
SWBC is a provider of insurance, mortgage, and investment services to financial institutions, businesses, and individuals.
1001-5000 employees
H1B Sponsorship
SWBC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (22)
2024 (16)
2023 (9)
2022 (22)
2021 (14)
2020 (11)
Funding
Current Stage
Late StageLeadership Team
Gary Dudley
President and Co-founder
Recent News
2025-09-12
Morningstar.com
2025-08-13
MarketScreener
2025-07-24
Company data provided by crunchbase