Fixed Income Analyst and Trader

Title

Fixed Income Analyst and Trader

Location

Milwaukee, Wisconsin - Hybrid

Compensation

$75,000 - $85,000 plus annual bonus

About Us

Curi RMB Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with $13 billion in assets under management.

At Curi RMB Capital, we are committed to building meaningful relationships and making a difference in our client's financial wellness. We regularly appreciate our teammates who demonstrate our values and we are committed to each other's personal, professional, and financial growth. We host monthly themed events to allow our colleagues to build relationships with one another beyond the workday interactions.

We are passionate about enriching the lives of our teammates, our clients, our partners, and the communities in which we live and work. Our values are:

• Accountability
• Curiosity
• Teamwork
• Inclusion
• Service Commitment

Curi RMB Capital is among Barron's Top 50 Independent Registered Investment Advisors (RIAs) globally. Our businesses include wealth management, wealth builder, family office services, asset management, and retirement plan solutions. Our headquarters are in Chicago, Illinois with additional offices in Denver, Colorado; Lake Forest, Illinois; Milwaukee, Wisconsin; Minneapolis, Minnesota; Oakbrook Terrace, Illinois; Raleigh, North Carolina; St. Joseph, Michigan; Washington D.C.; and Jackson Hole, Wyoming.

The Role
We are seeking a motivated and analytical professional to join our Core Fixed Income team in Milwaukee, Wisconsin. This team manages our investment-grade fixed income strategies, including municipal, corporate, and structured products. You'll contribute to portfolio construction, trade execution, and investment research, while helping ensure portfolios align with risk and performance objectives.

Key Responsibilities

• Analyze fixed income opportunities across investment-grade sectors.
• Execute trades and manage portfolios using internal systems and broker networks.
• Monitor portfolios for compliance with investment policy and risk parameters.
• Conduct forward-looking analytics and simulations to evaluate risk and yield curve positioning.
• Contribute to strategy development and portfolio construction.
• Maintain relationships with broker-dealers and service providers.
• Support client advisors and assist with sales and service efforts.

Key Skills

• Integrity, professionalism, and a client-first mindset.
• Strategic thinking and attention to detail.
• Ability to work independently and as part of a collaborative team.
• A passion for continuous learning and improvement.
• Excellent written and oral communication skills.
• Must be able to follow defined processes where they exist while also adjusting and using good judgment when business circumstances dictate.

Qualifications

• 1-5 years of experience in fixed income research, trading, or analytics.
• Bachelor's degree in finance, mathematics, or a related field.
• CFA Charterholder or actively pursuing designation preferred.
• Must obtain SIE and Series 65 within six months of hire.
• Proficiency in Bloomberg and Excel; experience with BondEdge, APX, or Moxy is a plus.
• Familiarity with Python, R, or SQL is a plus.
• Strong communication, problem-solving, and collaboration skills.

Benefits
We offer comprehensive health benefits, 401(k) with employer match, education assistance, flexible time off, 10 paid holidays, and summer hours.

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