Fixed Income Sales Assistant

Corporate One Federal Credit Union

Fixed Income Sales Assistant supporting investment sales team and asset liability operations at Corporate One. Facilitating investment solutions through market research, trade support, and documentation.

Posted 6/2/2026full-timeColumbus • Ohio • 🇺🇸 United StatesMid-LevelSenior💰 $72,000 - $78,000 per yearWebsite

About the role

Key responsibilities & impact

Support our investment sales team and broader asset liability operations
Update daily offering sheets for SimpliCD and investment securities for internal and external distribution
Deliver tailored securities offerings using market research and analysis
Assist in executing securities transactions and ensure accurate settlement and documentation
Serve as backup for client support via phone or email when investment sales team members are unavailable
Maintain Salesforce records, investment databases, and documentation
Support Asset Liability Management operations, including rate administration and security safekeeping
Assist with proposal generation, performance modeling, and presentations
Collaborate with marketing and compliance teams on outreach and regulatory documentation
Perform other duties and projects as assigned

Requirements

What you’ll need

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
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

Comp & perks

Generous 401(k) matching
Quality health and ancillary benefits
4 weeks of PTO starting year one
11 paid holidays
Paid parental leave
Access to online training
Mentoring
Business coaching
Tuition reimbursement
Gym membership reimbursement
Pet insurance
Year-round events

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingportfolio analysismarket researchsecurities transactionsinvestment analysisfixed income instrumentsdata analysisrate administrationperformance modelingdocumentation

Soft Skills

communicationorganizationalanalyticalindependent workclient relationship managementcollaborationattention to detailproblem-solvingadaptabilitytime management

Certifications

Series 7Series 63Bachelor’s degree in business-related field