Sales Trading Assistant

Our client, a global, full-service investment firm, is seeking a highly motivated Sales Trading Assistant to join their team in Manhattan.

This is a hybrid position (onsite Monday–Wednesday), with working hours from 7:00 AM to 5:00 PM and occasional after-hours client engagements.

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Key Responsibilities:

• Professionally manage inbound and outbound calls for the Sales/Trading desk
• Compile and distribute the AM Note Recap summarizing overnight research
• Assist with summarizing research reports for senior sales staff
• Support conference and roadshow coordination, including client communications and registration
• Handle model and data requests; maintain CRM records accurately
• Track client holdings and ensure all interactions are logged for compliance
• Process expense reports and support administrative tasks as needed

Qualifications:

• Bachelor’s degree required
• Ability to obtain Series 7 & 63 within 6 months of hire
• Proficient in Microsoft Office, especially Excel and Outlook
• Strong passion for equity markets

Key Skills:

• Exceptional communication, organization, and attention to detail
• Client-facing demeanor with strong sales presence
• Team-oriented mindset and strong work ethic
• To be considered, please submit your resume today.

Please submit your resume for consideration!