Wealth Enhancement · 3 weeks ago
Fixed Income Associate
Los Angeles, CA
Full-time
Onsite
New Grad, Entry Level
$65K/yr - $75K/yr
0+ years expWealth Enhancement is an independent wealth management firm dedicated to enriching the lives of its clients. They are seeking a detail-oriented and analytical Fixed Income Associate to join their Investment Management team, providing critical support in the research, execution, and oversight of fixed income portfolios.
Financial ServicesRisk ManagementWealth Management
Responsibilities
Assist Fixed Income (FI) teams with administrative, operational, and workflow tasks
Support research, analysis, and documentation of bond portfolios
Contribute to the creation and maintenance of departmental materials and processes
Prepare marketing materials and manage credit filings
Ensure accurate and timely trade settlement processes
Create, update, and analyze market graphs to support investment decision-making
Recommend and implement process improvements to increase team efficiency
Develop and prepare financial planning tools and marketing materials for client-facing presentations
Support sales teams with high‑quality resources and data-driven insights
Partner with internal teams to streamline workflows and support firm-wide initiatives
Promote collaboration, continuous improvement, and operational excellence
Conduct research on fixed income securities, evaluate market trends, and synthesize insights to support investment decisions and risk management
Prepare trade tickets, process custodial-level client allocations, and monitor trade settlements
Produce internal reports, quarterly/annual charts, and custom deliverables for investment reviews
Maintain credit files for corporate and municipal bonds, including collecting key financial data and assessing creditworthiness
Support the development and enhancement of analytic tools through programming and data automation
Qualification
Required
Bachelor's degree (or equivalent experience) in Business, Finance, Economics, Mathematics, or Sciences (e.g., physics, chemistry)
0–3 years of experience working with financial markets, modern portfolio theory, or asset allocation principles
Proficiency in Python, C++, VBA, or other widely used programming languages; formal training in application development is a plus
Understanding of basic risk management concepts and experience with standard risk management tools
Strong organizational skills with the ability to prioritize multiple tasks and deadlines
Demonstrated critical thinking, problem-solving ability, and attention to detail
Strong communication skills—able to deliver complex investment concepts clearly and concisely
Competence with AI prompting tools such as Microsoft Copilot and ChatGPT
Benefits
Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Company
Wealth Enhancement
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$2.51MKey Investors
Onex
2022-02-24Undisclosed· $0.74M
2022-01-12Undisclosed· $0.2M
2021-08-24Private Equity
Leadership Team
Kelly Windorski
Chief Financial Officer
Brett Fingerhut
Sr. Vice President / Financial Advisor
Recent News
2026-01-18
2026-01-06
Company data provided by crunchbase