Syndicate Sales Assistant

Truist Bank • New York, NY

10d • $70,000 - $90,000

About The Position

The Syndicate Sales Assistant supports the ABS, Investment Grade and High Yield Syndicate Desks in managing all aspects of new issue trading activity, including trade booking, settlement coordination, and regulatory reporting. This role ensures accurate and timely processing of Syndicate New Issue and U.S. Treasury hedge trades through Bloomberg’s trading platform. The position serves as a key liaison between trading, sales, operations, and compliance to facilitate efficient deal execution and settlement. Additional responsibilities include reconciling daily and monthly P&L, maintaining position and deal reports, and managing internal documentation to support audit and compliance requirements.

Requirements

• BA/BS degree
• Analytical ability, attention to detail, and organizational skills
• Ability to work well in a fast-paced, team-oriented environment
• Strong written and oral communication skills
• Basic understanding of bond markets
• Proficient in Microsoft Office with a focus on Excel and PowerPoint
• Familiarity with Bloomberg would be beneficial

Nice To Haves

• 3 years of related work experience since graduation from an undergraduate program

Responsibilities

• Responsible for managing the booking of all Syndicate New Issue trading activity and related UST hedging tickets using Bloomberg’s trading book platform
• Liaise and coordinate with syndicate operational personnel for all new issue set-up and settlement
• Interact with sales professionals to ensure accurate and timely booking of new issue tickets
• Responsible for monitoring and resolving all trades settlement issues
• Manage new issue deal set-up process on TSI Syndicate’s platform
• Work closely with the desk to coordinate the final settlement new issue deal process and CUSIP filings
• Responsible for coordinating all deal regulatory reporting requirements
• Reconcile Daily & Monthly P&L with desk and provide EOD communication with various internal groups
• Reconcile positions and appropriate reporting as required
• Maintain and file internal approval documents
• Maintain spreadsheets including deal and order trackers

Benefits

• All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
• Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
• Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
• Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees