Institutional Equity Sales Assistant, Global Equities and Investment Banking, Boston
Institutional Equity Sales Assistant, Global Equities and Investment Banking
Job Summary:
Under general supervision uses advanced knowledge and skills obtained through experience and/or training to provide general support to assigned Institutional Equity Sales professionals and/or teams. Maintains direct contact with Institutional Investors (clients) to facilitate meetings, conference calls and deliver written research. Acts as liaison between various inter-departmental administrators. Maintain high level of organization in a fast paced environment to coordinate sales schedules/travel, marketing trips, client meetings and general office management. Regular contact with internal and external customers is required to obtain, clarify or provide facts and information.
Essential Duties and Responsibilities:
• Provides general support to assigned Institutional Equity Sales professionals and/or teams.
• Liaises with clients and sales professionals to facilitate corporate access and analyst meetings.
• Communicates with analysts and/or research assistants.
• Performs day to day tasks for individual salespeople, in addition to general office management.
• Maintains detailed working spreadsheets of upcoming events relevant to assigned professionals.
• Updates and monitors client research report subscriptions.
• Coordinates and facilitates conference calls between clients and analysts.
• Operates standard office equipment and uses required software applications.
• Performs other duties, projects and responsibilities as assigned.
Knowledge, Skills, and Abilities:
Knowledge of:
• Ability to learn both general and nuanced information for each client account under the sales assistant’s purview.
Skill in:
• Assisting in marketing sponsored events to appropriate clients.
• Analyzing problems and establishing solutions in a fast paced environment.
• Outlining logistics of meetings and travel that collectively satisfy the needs of sales, management, analysts and clients.
• Gathering and compiling data and information for reporting purposes.
• Responding professionally to inquiries and researching and resolving problems in a timely manner.
• Using standard office equipment and required software applications for electronic communication, spreadsheets and databases.
Ability to:
• Multi-task and prioritize under pressure.
• Work under tight deadlines using personal initiative without close supervision.
• Partner with other functional areas to accomplish objectives.
• Attend to detail while maintaining a big picture orientation.
• Handle stressful situations and provide a high level of customer service in a calm and professional manner.
• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
• Communicate effectively, both orally and in writing.
• Provide a high level of customer service, including demonstrating sensitivity to customer needs and responding proactively.
• Work independently as well as collaboratively within a team environment.
• Organize and prioritize multiple tasks and meet deadlines.
• Establish and maintain effective working relationships with others.
• Maintain currency in sales/ trading polices and procedures.
Educational/Previous Experience Requirements:
• Bachelor’s Degree Preferred.
• Entry level with minimum one years experience in a sales and marketing environment or financial services industry preferred.
~or ~
• Any equivalent combination of education, experience and/or training approved by Human Resources.
Licenses/Certifications:
• Series 7 preferred but not required.