FNBO · 18 hours ago
Fixed Income Associate
Minneapolis, MN
Full-time
Onsite
Entry Level
2+ years expFNBO is committed to the success of its employees and is seeking a Fixed Income Associate to support the Institutional Fixed Income sales team. This role involves trade processing, client onboarding, and ensuring operational oversight while providing excellent client service.
AccountingBankingFinanceFinancial ServicesMortgage
No H1B
Responsibilities
Assist brokers in onboarding and servicing of client accounts, including processing orders, responding to client inquiries, and providing general account support
Prepare client paperwork and coordinate with the sales team to support smooth onboarding and timely follow-up
Partner with internal operations teams to ensure timely and effective execution of account opening and ongoing servicing
Support brokers in executing trades and monitoring trade affirmations and settlements, ensuring compliance with regulatory requirements and internal policies
Ensure all activities adhere to industry regulations and company policies. Assist with compliance-related tasks, including documentation and reporting
Participate in ongoing training and maintain awareness of market developments to enhance industry knowledge and capabilities
Qualification
Required
2+ years of experience in a financial services environment, or relevant internships
Previous experience in a sales support or administrative role is a plus
FINRA licenses; SEI, Series 7, and Series 63
Unrestricted work authorization and not require future sponsorship
Attention to Detail: Ability to review data, trade details, and documentation with a high degree of accuracy
Analytical Skills: Strong comfort with numbers, spreadsheets, bond math, and evaluating financial information
Communication: Clear and professional written and verbal communication with brokers, clients, and internal teams
Multi-Tasking & Time Management: Ability to prioritize tasks and work efficiently in a fast-paced trading environment
Client Service Orientation: Strong commitment to responsiveness and delivering a positive client experience
Problem-Solving: Ability to identify issues quickly and work with internal teams to resolve operational or trade-related challenges
Team Collaboration: Ability to work closely with sales, trading, operations, and compliance to support the desk
Technical Proficiency: Strong Excel skills and comfort with financial systems, trading platforms, and CRM/OMS tools
Regulatory Awareness: Understanding of industry rules, trade documentation, and compliance expectations (or willingness to learn)
Adaptability: Comfort navigating shifting market conditions, desk demands, and evolving priorities
Participation in ongoing training and maintain awareness of market developments to enhance industry knowledge and capabilities
Ensure all activities adhere to industry regulations and company policies
Assist with compliance-related tasks, including documentation and reporting
Preferred
Bachelor's degree in finance, business, economics, or a related field preferred
Equivalent professional experience will also be considered
Benefits
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Company
FNBO
FNBO is a financial organization that offers digital banking and accounting service and products for business and personal commercial needs.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Matt Spyers
Chief Technology Officer
Chris Inserra
CFO - Enterprise Technology Services
Recent News
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