Research/Trading Assistant

Stephens•Little Rock, AR

About The Position

This role provides essential administrative and operational support within a research and trading environment. The assistant will handle a variety of tasks to ensure the smooth functioning of the department, including managing communications, coordinating logistics, maintaining records, and assisting with financial reconciliation and data dissemination. The position requires strong organizational skills, attention to detail, and the ability to support senior professionals.

Requirements

Associate’s degree or equivalent work experience
2+ years of experience in an office/administrative role within a professional services industry, which included supporting senior level management and professionals
Proficiency in Word, Excel, PowerPoint, and Typing

Nice To Haves

Investment Banking and/or Capital Markets experience a plus
Writing and editing experience desired
An equivalent combination of education, training or experience

Responsibilities

Answer phone calls for Analysts and/or Associates in a courteous and professional manner, take messages, direct calls and provide routine information as appropriate.
Reconcile corporate American Express statements with past expense reports to insure proper reimbursement in a timely manner.
Manage daily lunch logistics, including restaurant coordination and delivery scheduling.
Maintain Research Analyst or Associates calendar with appointments as requested.
May prepare and/or compile PowerPoint presentations for internal and external use.
Review publications (both written and electronic) to maintain current knowledge on news concerning stocks in analyst's coverage list.
May assist Research Analysts to resolve issues and ensure rapid time-to-market of investment notes and recommendations.
Maintain correspondence files of both routine and confidential information.
Coordinate travel arrangements. Submit analyst expenses after travel for reimbursement in a timely manner.
Assist department members in solving computer related problems and train new Research Assistants.
Assist Analysts and Associates with civic and personal administrative duties as required.
Bind marketing slides as needed by analyst/associate.
Provide backup support to other research assistants.
Assist Equity Trading desk with end-of-day customer allocations.
Reconcile firm block allocation and inventory accounts.
Collect and disseminate daily trading P&L and volume detail.
Perform other tasks as required by management.