Sales and Trading Assistant - Corporate Bonds

Description

We are currently seeking a Sales & Trading Assistant – Corporate Bonds on our IS&T team who will perform a variety of administrative and sales support duties for the Senior Managing Director-Principal. This position requires a wide range of administrative skills, knowledge of organizational policies and trading industry procedures. Duties include and are not limited to, match and allocate trades on Bloomberg, setup and maintain accounts, occasionally enter trade tickets, data entry, reconciliation, report monitoring, and general non-trading related duties.

• Match and allocate trades in Bloomberg through SSMO
• Communicate with Operations on any settlement issues
• Assist the internal operations department and clients’ back office to resolve any settlement issues
• Open and monitor new account setup by completing internal forms, notifying the DVP New Accounts Department, and follow up with client for additional information
• Obtain and maintain KYC documents
• Work closely with sales & trading support team to ensure settlement of transactions
• Field questions and resolve problems to ensure clients are serviced properly
• Assist with other general office administrative tasks and a variety special projects, as needed

• Bachelor’s degree in business or a business related degree such as Finance, Economics or Accounting
• Series 7 and 63 preferred and prior direct experience in Corporate Bonds
• Fixed income experience - KYC Documents/Dealogic knowledge a plus
• High proficiency with Microsoft Office products, particularly being able to build spreadsheets in Excel
• Self-starter with a strong work ethic and the ability to work in a fast-paced environment with high attention to detail
• Superior communications skills, both oral and written; effective interpersonal skills
• Familiarity with Bloomberg’s systems strongly desired
• Ability to work well independently and also within a team environment

EOE

Equal Opportunity Employer
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