Required Qualifications
- Bachelors degree in Finance/Accounting or Related Fields
- Prior experience with Yieldbook, Bloomberg, and Excel spreadsheets is preferred.
- The position also requires experience that indicates an understanding of different types of fixed income investments
- Excellent customer service and written/verbal communication skills.
- Excellent computer skills with knowledge of email functions and Microsoft Office.
- The ability to maintain organization while multi-tasking.
- Ability to work independently without direct supervision while under pressure to meet deadlines.
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
Corporate Diversity Commitment:
We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.