Fixed Income Sales Assistant

About the role

We are seeking a detail-oriented and analytically driven Fixed Income Sales Assistant to support our investment sales team and broader asset liability operations.

Responsibilities

• Update daily offering sheets for SimpliCD (Certificates of Deposit) and investment securities for internal and external distribution
• Deliver tailored securities offerings using market research and analysis
• Affiliate in executing securities transactions and ensure accurate settlement and documentation (with appropriate licensure)
• Serve as backup for client support via phone or email when investment sales team members are unavailable
• Maintain Salesforce records, investment databases, and documentation
• Serve as support for Asset Liability Management operations, including rate administration and security safekeeping
• Affiliate with marketing and compliance teams on outreach and regulatory documentation
• Perform other duties and projects as assigned

What a Typical Day Looks Like

You’ll balance market research, trade support, and internal collaboration with the investment team, while providing behind-the-scenes support that helps drive client success. While this role is primarily focused on operational and analytical tasks, you may occasionally assist clients over the phone as backup to the investment sales team. It’s ideal for someone who enjoys variety, being analytical, solving problems, and contributing to outcomes both independently and as part of a team.

Qualifications

• Strong understanding of fixed income markets and institutional investment strategies
• Proficiency in Bloomberg and Salesforce
• Experience analyzing market data and supporting investment sales
• Financial modeling or portfolio analysis experience
• Excellent communication, organizational, and analytical skills
• Ability to work independently and remotely with minimal supervision
• Experience in B2B sales or client relationship management
• Understanding of regulatory requirements related to securities transactions

Requirements

• Bachelor’s degree in a business-related field or equivalent experience
• Minimum of 3 years in investments or financial services
• Knowledge of fixed income instruments (CDs, bonds)
• Series 7 and 63 preferred; support for licensure available
• Strong Microsoft Office skills, especially Excel

Benefits

Corporate One is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.