Top 10 Fixed income research associate Jobs in Plano Tx

Administrative Assistant
Tolleson Wealth Management —Dallas, TX
- Background check
- Microsoft Excel
- Microsoft Outlook
Global Banking & Markets Operations-Fis Sales & Trading Services-Dallas-Associate
Goldman Sachs —Dallas, TX
- Mid-level
- Office
- SQL
- Disability insurance
- Health insurance
10d
Private Equity - Program Associate
Neuberger Berman —Dallas, TX
- $125,000 - $135,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
REO Associate
Kohlberg Kravis Roberts & Co. —Dallas, TX
- Email
- Microsoft Outlook
- Data analysis skills
- Mid-level
Associate Director, Assistant Corporate Secretary
Scotiabank —Dallas, TX
- Microsoft Excel
- 5 years
- Office
12d
Sr. Associate, Asset-Based Financing
National Life Insurance Company —Addison, TX
- $172,500 - $253,000 a year
- Hybrid work
- 5 years
- Research
- Mid-level
- Benefits from day one
- Life insurance
Portfolio Manager Team Lead
First Horizon Bank —Dallas, TX
- Microsoft Outlook
- Customer service
- Writing skills
- Wellness program
- Health savings account
5h
Senior Manager Tax
Bimbo Bakeries USA —Irving, TX
- $122,400 - $171,400 a year
- 7 years
- Microsoft Excel
- Oracle
- 401(k) matching

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Administrative Assistant

Tolleson Wealth Management -
Dallas, TX

Apply Now

Job Details

Qualifications

Confidential information handling
Microsoft Excel
Microsoft Outlook

Full Job Description

POSITION OVERVIEW: As an Administrative Associate, you will be supporting the administrative functions of Tolleson Wealth Management’s Investment Team, managing over $8bn of assets. You will thrive in a fast-paced role with opportunity to learn and grow. This position is an on-site role.

DUTIES and RESPONSIBILITIES:

Coordinate logistics for all team meetings/calls including gathering documents from outside vendors, creating presentations, preparing agendas, booking and setting up conference rooms, and organizing catering as needed
Understand team goals and priorities to effectively manage and prioritize team calendars, scheduling internal and external meetings/calls and adjusting calendars as needed
Assist Bond Management operations with daily client requests, compliance reporting, and other projects
Support Managing Director of Fixed Income
Ensure investment communications and records are up to date in document and research management systems
Collaborate with the Investment Team Administrator to identify areas of improvement and best practices
Assist investment team with client facing materials and other ad-hoc projects, as needed
Provide back-up support to CIO as needed
Coordinate team member travel arrangements for domestic and international travel
Collect and distribute investment team mail
Other duties as assigned

MINIMUM POSITION REQUIREMENTS:

A minimum of 2 years relevant experience in an administrative assistant role. Preferably 3-5 years relevant experience. A combination of degree and experience may be acceptable.
Bachelor’s degree preferred.
Proficient in Microsoft Outlook, PowerPoint, and Word; Excel skills a bonus
Outstanding, professional verbal and written communication
Proven ability to work collaboratively in a team environment
High attention to detail
Must consent to and have favorable consumer report and background check

OTHER ESSENTIAL CANDIDATE TRAITS:

Innovative and curious
Positive attitude, and eagerness to learn and grow
High level of discretion and confidentiality
High emotional intelligence
Willingness to learn, expand responsibility

NO AGENCIES PLEASE

No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.

Tolleson Wealth Management is an Equal Opportunity Employer

Apply Now

Refine Your Search

fixed income research associate jobs in plano tx

Administrative Assistant

Global Banking & Markets Operations-Fis Sales & Trading Services-Dallas-Associate

Private Equity - Program Associate

REO Associate

Associate Director, Assistant Corporate Secretary

Sr. Associate, Asset-Based Financing

Portfolio Manager Team Lead

Senior Manager Tax

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