Equity Sales Assistant, New York

Location:

1301 Avenue of the Americas, New York New York

About the Job

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.

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

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

 

This position requires a minimum of four days in the office each week.

COMPENSATION AND BENEFITS

This position is eligible to earn a base hourly rate in the range of $23.08 - $34.62 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 06/30/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing [email protected].

 

 

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