Trading & Settlements Coordinator

Join to apply for the Trading & Settlements Coordinator role at SWBC
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SWBC is seeking a talented individual to join our Capital Markets team as a Fixed Income Trading & Settlements Coordinator. In this role, you’ll be at the center of our trading operations, ensuring accuracy, efficiency, and compliance throughout the trade lifecycle. This is an excellent opportunity to gain hands‑on experience in fixed‑income markets and work closely with seasoned traders and financial professionals.

You will have the opportunity to work on a dynamic capital markets trading desk and be exposed to all fixed‑income product types: municipal bonds, corporate bonds, treasury bonds, CDs, and more. You will also collaborate with our municipal underwriting desk and experience all aspects of capital markets operations from issuing new debt to secondary trading. Success in this role requires strong problem‑solving skills, organization, and persistence.

You’ll face new challenges daily, allowing continual learning and skill growth.

• Monitor and reconcile daily fixed income transactions to ensure timely and accurate settlement.
• Allocate trades in Bloomberg and assist with booking and correcting trades as needed.
• Open new accounts and coordinate with counter parties to resolve trade discrepancies and settlement issues.
• Prepare and distribute daily and ad‑hoc reports to support risk management and trading decisions.
• Maintain trade blotters and documentation for compliance and audit purposes.
• Act as backup for the Public Finance team when support is needed processing municipal underwritings.
• Collaborate with traders and directors on special projects, audits and operational improvements.
• Perform other duties as assigned to support the success of the Capital Markets team.

• Bachelor’s degree in Finance, Business Administration, Economics, or a related field preferred.
• Minimum of two years of experience in financial services or operations; exposure to fixed‑income trading is a plus.
• Strong attention to detail and ability to work under tight deadlines in a fast‑paced environment.
• Excellent written and verbal communication skills, and strong organizational abilities.
• Proficiency in Microsoft Excel and Word; experience with Bloomberg is a plus.
• Ability to learn and apply compliance policies and procedures.
• Team‑oriented mindset with a proactive approach to problem‑solving.
• Able to sit for long periods performing sedentary activities.

• Competitive overall compensation package.
• Work/life balance.
• Employee engagement activities and recognition awards.
• Years‑of‑service awards.
• Career enhancement and growth opportunities.
• Leadership Academy and Mentor Program.
• Continuing education and career certifications.
• Variety of healthcare coverage options.
• Traditional and Roth 401(k) retirement plans.
• Lucrative wellness program.
• Based upon employee eligibility.

SWBC is a Substance‑Free Workplace and requires pre‑employment drug testing. SWBC does not hire tobacco users as allowed by law.

To learn more about SWBC, visit our website at  If interested, please click the appropriate apply button.

• Entry level

• Full‑time

• Other