ECM Corporate Services Associate III

Truist•New York, NY

6d•Onsite

About The Position

This position involves executing corporate client at-the-market and repurchase orders while maximizing revenues by managing risk and loss ratios. The team includes Equity Capital Markets, Corporate Services, and Equity Syndicate. The role requires partnering 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 & investment banking clients. The revenue expectation of the business is $25 million+ annually.

Requirements

BA/BS degree
Licenses: Series 7, 79, 63
5 years of related work experience, including proficiency with Bloomberg and Fidessa (or comparable trading system)
Strong knowledge of equity trading, equity markets, investment banking, and/or financial products
Strong organizational and leadership skills
Advanced skills in written and oral communications, and interpersonal relationship management
Solid analytical and sales skills

Nice To Haves

MBA degree, with a Finance focus
5-6 years of related work experience
Experience in mentoring and coaching

Responsibilities

Execute client orders and manage risk aligned with Truist’s purpose and goals
Receive, enter, monitor, and adjust client orders, as needed, throughout the trading day
Deliver Truist best execution to clients on a daily basis
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