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