ECM Corporate Services Associate III
About The Position
Execute corporate client at-the-market and repurchase orders while maximizing revenues through risk and loss-ratio management. The team includes Equity Capital Markets, Corporate Services, and Equity Syndicate. The role partners with Investment and Corporate Banking coverage, Equity Sales & Trading, Equity Syndicate, Equity Derivatives, Client Onboarding, and Capital Markets Operations to deliver the platform to a wide range of corporate and investment banking clients. The business has an annual revenue expectation of $25 million or more. The position is regular and requires English fluency. It is a first-shift role in the United States. The annual base salary is $130,000.
Requirements
- Bachelor of Arts or Bachelor of Science degree.
- Series 7, Series 79, and Series 63 licenses.
- Five years of related work experience, including proficiency with Bloomberg and Fidessa or a comparable trading system.
- Strong knowledge of equity trading, equity markets, investment banking, and/or financial products.
- Strong organizational and leadership skills.
- Advanced written and oral communication skills and interpersonal relationship management.
- Solid analytical and sales skills.
Nice To Haves
- MBA degree with a Finance focus.
- Five to six years of related work experience.
- Experience in mentoring and coaching.
Responsibilities
- Execute client orders and manage risk in alignment with Truist’s purpose and goals.
- Receive, enter, monitor, and adjust client orders as needed throughout the trading day.
- Deliver best execution to clients daily.
- Reconcile, book, and email daily client trade activity reports.
- Review and resolve trade wires, share settlements, and trade-related outstanding items.
- Monitor and book monthly reports for trade activity.
- Continuously evaluate and seek to improve trade processes and execution outcomes to ensure best execution and client satisfaction.
- Maximize revenues by managing risk and loss ratios.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of vacation during the first year, prorated as applicable
- 10 sick days, prorated as applicable
- Paid holidays
- May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
