Fixed Income Institutional Brokerage Sales Assistant

Fixed Income Institutional Brokerage Sales Assistant

Requirements

• 2+ years of Cross-Asset Sales support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Responsibilities

• Provide assistance to Institutional Sales Representatives in support of sales activities primarily for Financial Institutions
• Perform a variety of tasks for moderately complex to complex transactions or processes that require in-depth knowledge of institutional fixed income brokerage products and services
• Monitor and track referrals and sales results
• Execute solicited/unsolicited investment orders in as necessary
• Provide customer service by solving operational issues and ensuring trade settlement
• Support the commitment to customers’ satisfaction through fast and courteous service via telephone and written correspondence
• Process customer service and internal requests for account maintenance
• Provide back-up for sales reps and other desks
• Provide training or work direction to junior level staff
• Proactively identify and mitigate risk
• Working under minimal supervision

Preferred Qualifications

• Previous experience with Fixed income or other structured products (MBS, ABS, CMBS, CLO etc.), municipals, agency debt, treasuries and other investment grade fixed income products
• Prior selling experience in other Capital Markets products also considered
• Meticulous attention regarding all details, adaptive to a fast-paced environment and able to perform under pressure with high motivation and energy
• Current knowledge of and/or FINRA licenses extremely helpful (particularly FINRA Series 7)
• Excellent Microsoft Office skills (Outlook, Word, Excel, PowerPoint)
• A BS/BA degree or higher in business administration, economics, finance, or related field or equivalent experience