Loop Capital · 1 month ago
Sales Assistant – Taxable Fixed Income
Chicago, IL
Full-time
Onsite
New Grad, Entry Level
$60K/yr - $80K/yrLoop Capital is a full-service investment bank, brokerage and advisory firm that provides creative capital solutions for corporate, governmental and institutional entities across the globe. The Sales Assistant role aims to ensure the efficient operation of the sales desk and prepare the incumbent for a full-time taxable sales position by interfacing with senior sales, trading, and staff.
AdviceBankingFinancial Services
Responsibilities
Assist sales team with disseminating daily trading “runs” to investing clients
Provide immediate and/or backup coverage on incoming and outgoing phone calls. Ensure that internal sales colleagues’ and external client inquiries are handled in a timely manner
Monitor market information from Bloomberg and MarketAxess and other sources to ensure it is disseminated as needed to trading and sales team members
Gather, organize and communicate inquiries from sales team and assist in sourcing bonds from portfolios of investing clients and portfolio management counterparties
Assist with generating opportunities for revenue growth
Provide assistance/back up coverage when the sales team is out the office; monitoring sales inquiries and situations
Proficiency with the timely inputting and execution of sales tickets, in accordance with all FINRA regulations and requirements
Work with internal and client back office/trade settlement areas to address any issues related to the timely settlement of all taxable fixed income trades
Maintain a working knowledge of macro-economic news and trends
Qualification
Required
Bachelor's degree is required
Strong communication skills (verbal, written, effective speaker and active listening)
Ethical; having integrity
Displays assertive and entrepreneurial behaviors
Self-starter, highly motivated and works well under pressure
Basic market and sales acumen
Client service and relationship building skills
Organizational, planning and time management skills
Excellent mathematical and quantitative skills
Excellent problem solving, detailed and results oriented skills
Ability to continuously upgrade skills; willingness to be trained and mentored by senior associates
Ability to read, understand and use economic and analyst research
Capacity to collaborate and work in a team-oriented environment
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, etc.)
Willingness to travel
FINRA certification SIE, Series 7 are required within 90 days of hire and Series 63 is required within nine months of hire
Preferred
Bachelor's degree in Business, Finance, Economics, Accounting, Math or Engineering is strongly desired
Current SIE certification is preferred
Work experience/internship in a financial services or investment banking firm is desired but not required
Company
Loop Capital
Loop Capital is an investment bank that provides capital solutions and advisory services to businesses, governments, and institutes.
Founded in 1997
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
CIBC
2021-06-23Series Unknown
Leadership Team
Rob Sanderson
Managing Director - Senior Internet Analyst,
S
Sidney Dillard
Partner
Recent News
2025-10-27
Company data provided by crunchbase