Capital Markets Assistant Sr-Sales/Trade (F) jobs in United States
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PNC · 4 months ago

Capital Markets Assistant Sr-Sales/Trade (F)

PNC is a leading financial services company focused on delivering the best customer experience. The Capital Markets Assistant Sr. will support the sales/trading team by assisting with complex transactions, providing high-quality customer service, and acting as a liaison between the front office and operations team.

BankingFinanceFinancial Services
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Responsibilities

Assists with complex capital markets transactions and supports the assigned sales/trading team; provides high quality customer service with respect to client inquiries, transaction support, reporting and database management
Executing assigned responsibilities proactively with a high degree of autonomy. This includes self-directed problem solving and trade execution on a reverse inquiry basis. Processes or coordinates corporate and institutional client requests for the purchase or sale of capital markets products. Acts as primary liaison between front office and operations team for the sales/trading desk
Performs administrative and support tasks for a sales/trading team. Tracks client documentation and trade settlement processes
Develops a working knowledge of the products and capabilities of the assigned business
Provides support for client relationships and ensures consistency and continuity in their support role
Acts as first point of escalation for client services requests to provide an enhanced customer experience. Training and providing job-related guidance on processes, products, and clients to junior members of the team

Qualification

SIE LicenseSeries 7 LicenseSeries 63 LicenseFixed Income ExperienceClient Relationship BuildingCorporate FinanceEquity Trading SystemsFinancial AccountingInvestment StrategiesTrading StrategiesAnalytical ThinkingManaging Multiple PrioritiesEffective CommunicationsAttention to Detail

Required

Finra licenses required: SIE, 7 and 63
Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered
Bachelors

Preferred

Fixed Income experience highly preferred
Agency and MBS experience preferred
Client Relationship Building
Corporate Finance
Decision Making
Equity Trading Systems
Financial Accounting
Investments
Investment Strategies
Trading Strategies

Benefits

Medical/prescription drug coverage (with a Health Savings Account feature)
Dental and vision options
Employee and spouse/child life insurance
Short and long-term disability protection
401(k) with PNC match
Pension and stock purchase plans
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid
A robust wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
9 occasional absence days each year, unless otherwise required by law
Between 15 to 25 vacation days each year, depending on career level

Company

PNC is a financial service company providing bank deposits products and services to its community.

Funding

Current Stage
Public Company
Total Funding
unknown
1975-11-17IPO

Leadership Team

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Keith Hayes
SVP, PNC Aviation Finance
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M
Michael Gaber
Senior Vice President - Originations
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