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Banking & Finance

Fixed Income Portfolio & Client Operations Specialist

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: Curi RMB Capital
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Banking & Finance
Job Description & How to Apply Below
A financial services firm is looking for a Fixed Income Portfolio and Client Administrator in Milwaukee. The candidate will support portfolio managers and traders while ensuring operational excellence. Responsibilities include communicating effectively with clients, maintaining portfolio software, and monitoring trade processes. Ideal candidates will have 5+ years in investment management and strong communication skills. The role is hybrid, requiring three days in the office weekly, with a commitment to client service and operational support.
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