Research/Trading Assistant

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

• 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.

EDUCATION AND/OR EXPERIENCE                                           

• 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


• Investment Banking and/or Capital Markets experience a plus


• Writing and editing experience desired


• An equivalent combination of education, training or experience

 REQUIRED TESTING

• Word


• Excel


• PowerPoint


• Typing