Equity Sales Trading Assistant

BTIG•Miami, FL

3d•Onsite

About The Position

BTIG seeks a highly motivated and detail-oriented Equity Sales Trading Assistant to join our Miami office. This role is critical in ensuring the seamless execution, allocation, and settlement of trades. The ideal candidate thrives in a fast-paced, high-pressure environment, possesses excellent communication skills, and is dedicated to providing best-in-class, high-touch client service.

Requirements

Bachelor’s degree in Finance, Economics, Business, or a related discipline.
1-3 years of experience in financial services, preferably in a trading, brokerage, or middle-office operations environment.
FINRA Series 7 and 63 licenses are preferred.
Strong proficiency in Microsoft Excel and the broader Office suite.
Familiarity with Bloomberg a plus
Exceptional attention to detail and accuracy.
Ability to multitask, prioritize, and meet deadlines in a fast-paced, dynamic environment.
Strong interpersonal and communication skills to collaborate effectively with traders, operations teams, and external clients.
A proactive, entrepreneurial mindset and a strong team-player attitude.
Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type

Responsibilities

Assist Sales Traders with order entry, trade allocations, and accurate trade booking across various Order Management Systems (OMS) and Execution Management Systems (EMS).
Act as the primary liaison between the trading desk, clients, and middle/back-office operations to promptly resolve trade breaks, fails, and settlement issues.
Provide exceptional daily support to institutional clients, handling inquiries related to trade status, account balances, and allocations in a professional and timely manner.
Assist with the client onboarding process, including KYC/AML documentation, account opening, and maintaining accurate client data in internal CRM and trading systems.
Generate and distribute daily trading, commission, and P&L reports.
Maintain organized records of desk activities and assist with ad-hoc administrative tasks as needed.
Monitor real-time market data and internal systems to ensure smooth daily operations and accurate trade capture.