Equity Sales Assistant, New York

KeyBank • New York, NY

1d • 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
• College Degree (preferred)
• Excellent PC skills in MS Office, especially Excel, Word and PowerPoint
• Excellent written, verbal, and time-management skills
• Basic knowledge of financial industry

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

Benefits

• Base hourly rate in the range of $23.08 - $34.62 per hour
• Incentive compensation which may include production, commission, and/or discretionary incentives

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree