What are the responsibilities and job description for the Fixed Income Associate position at FNBO?
At Northland, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.
Summary Of The Job
The Fixed Income Associate provides comprehensive support to the Institutional Fixed Income sales team, ensuring seamless execution, excellent client service, and strong operational oversight. This role requires a professional who is detail-oriented, analytical, and comfortable working in a fast-paced trading and sales environment. The Associate will assist with trade processing, client onboarding and servicing, and administrative tasks that enable the sales force to focus on revenue-generating activities.
About This Role
Client Support: Assist brokers in onboarding and servicing of client accounts, including processing orders, responding to client inquiries, and providing general account support.
Sales Support: Prepare client paperwork and coordinate with the sales team to support smooth onboarding and timely follow-up.
Operational Coordination: Partner with internal operations teams to ensure timely and effective execution of account opening and ongoing servicing
Trade Execution: Support brokers in executing trades and monitoring trade affirmations and settlements, ensuring compliance with regulatory requirements and internal policies.
Compliance: Ensure all activities adhere to industry regulations and company policies. Assist with compliance-related tasks, including documentation and reporting.
Learning and Development: Participate in ongoing training and maintain awareness of market developments to enhance industry knowledge and capabilities.
Key Skills
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.
The Ideal Candidate For This Role
Experience: 2 years of experience in a financial services environment, or relevant internships. Previous experience in a sales support or administrative role is a plus.
Licensing: FINRA licenses; SEI, Series 7, and Series 63
Desired
Education: Bachelor’s degree in finance, business, economics, or a related field preferred. Equivalent professional experience will also be considered.
#IND123
Candidates must possess unrestricted work authorization and not require future sponsorship.
Work Environment
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
Compensation And Benefits Overview
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
To obtain compensation and benefit information related to this specific role, e-mail First National at TAGAdmin@fnni.com. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20251737
Registration Requirement
This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results.
Equal Opportunity & Belonging
We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.
Learn more here.
Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants)
Application Deadline
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
Summary Of The Job
The Fixed Income Associate provides comprehensive support to the Institutional Fixed Income sales team, ensuring seamless execution, excellent client service, and strong operational oversight. This role requires a professional who is detail-oriented, analytical, and comfortable working in a fast-paced trading and sales environment. The Associate will assist with trade processing, client onboarding and servicing, and administrative tasks that enable the sales force to focus on revenue-generating activities.
About This Role
Client Support: Assist brokers in onboarding and servicing of client accounts, including processing orders, responding to client inquiries, and providing general account support.
Sales Support: Prepare client paperwork and coordinate with the sales team to support smooth onboarding and timely follow-up.
Operational Coordination: Partner with internal operations teams to ensure timely and effective execution of account opening and ongoing servicing
Trade Execution: Support brokers in executing trades and monitoring trade affirmations and settlements, ensuring compliance with regulatory requirements and internal policies.
Compliance: Ensure all activities adhere to industry regulations and company policies. Assist with compliance-related tasks, including documentation and reporting.
Learning and Development: Participate in ongoing training and maintain awareness of market developments to enhance industry knowledge and capabilities.
Key Skills
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.
The Ideal Candidate For This Role
Experience: 2 years of experience in a financial services environment, or relevant internships. Previous experience in a sales support or administrative role is a plus.
Licensing: FINRA licenses; SEI, Series 7, and Series 63
Desired
Education: Bachelor’s degree in finance, business, economics, or a related field preferred. Equivalent professional experience will also be considered.
#IND123
Candidates must possess unrestricted work authorization and not require future sponsorship.
Work Environment
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
Compensation And Benefits Overview
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
- 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
To obtain compensation and benefit information related to this specific role, e-mail First National at TAGAdmin@fnni.com. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20251737
Registration Requirement
This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results.
Equal Opportunity & Belonging
We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.
Learn more here.
Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants)
Application Deadline
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.