Fixed Income Operations Associate

Position Summary

TheFixed Income Operations Associateassiststhe fixed income department in various duties to ensure accuracy and efficiency of trades for BSW & BSP. Responsible for accuracy and quality of all fixed income operations and fixed income data.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week while giving team members the option to work remotely 2 day per week or as assigned by their team leader.

Primary Responsibilities

• Troubleshoot/solve any settlement problems.

• Monitor custodian daily alerts and takeappropriate actionas needed.

• Serve asliaisonto internal trading staff to reduce settlement problems with custodians anddeliveringbroker-dealersin order tominimize trade discrepancies.

• Monitor all trade settlements to ensure that bonds settle on the expected settlement date.

• Assistas needed in setting up new broker dealers that are added to our best execution approved list.
• Maintainthe daily trade blotters including the daily trade discrepancy report.

Additional Responsibilities

• Utilize BloombergOrionand other systems to enhance trading procedures.

• Conduct security research as needed.

• Undertake new projects and assignments as directed.

• Contribute to continued refinement of fixed income operations.

• Ensure that any special projects oradditionalreports that are requested are completedin a timely manner.

Qualifications

• Bachelors degree in Business/Finance or Economics

• 1-3 years of experience in financial services

Preferred Skills

• Proficient in Excel Word Outlook & PowerPoint

• Experience working with the Bloomberg System preferred

Other Qualifications

• Series 65 recommended or ability to obtain within12 months.

• Demonstrated excellent oral and written communication skills.

• Demonstrated positive attitude with the ability to work successfully in a team environment

• Ability to work well under pressure and effectively handle complex tasks.

• Demonstrated attention to detail

• Strong technical skills

• Willingness to deliver consistent outstanding service with a client service mindset that puts the clients interests first.

This position is a non-exempt position. The annualized base pay range for this role is expected to be between $60000 - $70000 per year base salary compensation range. Actual base pay may vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package including but not limited to medical dental vision life insurance and 401(k). Please note that the job title is subject to change based on the selected candidates experience and education.

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About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management family office and business management services. Blending deep expertise and expansive resources with a boutique client-first fiduciary philosophy Focus helps individuals families and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus visit follow the company onLinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates race color religion sex (including pregnancy) gender identity sexual orientation national origin age disability genetic information veteran status or any other characteristic protected by local state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact .

The following language is for US based roles only

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For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW AN EMPLOYER MAY NOT REQUIRE OR DEMAND AS A CONDITION OF EMPLOYMENT PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the states workers compensation law. If you willfully provide false information about your ability to perform the essential functions of the job with or without reasonable accommodations you may be barred from filing a claim under the provisions of the Workers Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.