Equity Sales Assistant, New York

KeyBank•New York, NY

3d•$23 - $35•Hybrid

About The Position

Provide general administrative support to a group of financial professionals to best leverage team’s time. Compile and analyze complex datasets to be submitted in a timely manner according to clients’ preferences. Assist in the flawless execution of analyst marketing events, Non-Deal Roadshows (NDR’s), client meetings, and conferences. Act as a point of contact for clients, visitors, and guests in the office.

Requirements

3+ years of relative experience
Excellent PC skills in MS Office, especially Excel, Word and PowerPoint
Excellent written, verbal, and time-management skills
Basic knowledge of financial industry

Nice To Haves

College Degree

Responsibilities

Provide administrative support to the Sales and Sales Trading Team including, but not limited to: Coordinate travel, Assist in entertainment arrangements for client events, Manage expenses and accounting reports, Track paid time off and submit reports
Coordinate with Research and Corporate Access Teams on Analyst Marketing Events and Non-Deal Roadshows including, but not limited to: Ensure timely and accurate entry of all meetings booked into CRM system, Arrange ground transportation, logistics, meals, and delivery of printed materials, Effectively communicate between Sales Team, Corporate Access/Research Teams, and clients
Assist Corporate Access Team with conferences
Resource reporting with multiple Clients
Update resource reporting due dates
Coordinate with Sales Captains and Mosaic of resource reporting data integrity
Establish new accounts on various platforms, ie. Bloomberg, Dealogic, CorpAx
Log alerts for client activity in BD vision on behalf of Sales
Send model requests as requested by client calls/emails
Facilitate data integrity in CRM system by logging activities on behalf of Sales, deleting duplicate entries, etc.
Serve as a point person by registering visitors, ordering supplies, reserving conference rooms and assisting with onboarding/offboarding