SGS Technologie · 1 day ago
Equity Sales Assistant
New York, NY
Contract
Hybrid
Mid Level
3+ years expSGS Technologie is seeking an Equity Sales Assistant to support Institutional Equity Sales teams. This hybrid role involves coordinating client meetings, marketing events, and managing sales activity data, requiring strong organizational and communication skills.
AnalyticsAppsDigital MarketingInternetSEOSoftwareWeb AppsWeb DesignWeb DevelopmentWeb Hosting
Responsibilities
Provide day-to-day support to assigned Institutional Equity Sales professionals and/or teams
Liaise with institutional clients and sales professionals to facilitate corporate access, analyst meetings, and conference calls
Serve as a primary liaison to the Corporate and Analyst Marketing desk, including responsibility for coordinating regional marketing trips and events from initial outline through execution
Own the planning and execution of assigned non-deal roadshows (NDRs) and marketing events, acting as the primary point of contact for internal and external stakeholders
Provide logistical support and recommendations for NDRs and analyst marketing, including travel and hotel arrangements in accordance with corporate travel policies
Select venues and coordinate all event details, including catering, room setup, and on-site logistics; develop and maintain relationships with venue and catering managers
Create and distribute event invitations, maintain marketing calendars and itineraries, and provide regular updates and final schedules to event participants
Coordinate conferences by gathering one-on-one meeting requests, assessing client availability, distributing preliminary schedules, confirming changes, and issuing calendar invitations for confirmed meetings
Communicate regularly with analysts and research assistants; manage and monitor client research report subscriptions
Maintain detailed spreadsheets tracking upcoming events, client interactions, and activities relevant to assigned sales professionals
Own consumption reporting data, including collecting, validating, tracking, and reporting client engagement and activity data related to meetings, events, roadshows, and conferences
Ensure accuracy, timeliness, and completeness of consumption data, partnering with sales professionals and internal teams to resolve discrepancies and meet reporting requirements
Perform general office management and administrative duties, including operating standard office equipment and required software applications
Lead, train, coach, and mentor less experienced associates as needed
Provide support and backup coverage for other team members
Perform additional duties, projects, and responsibilities as assigned
Qualification
Required
Minimum of an Associate's Degree Required
At least 3 years of senior level administrative support for a large company/business
Strong organizational skills
Multitasking skills
Communication skills
Proficiency in Microsoft 365 applications (Outlook, Excel, Word), MS Teams, Zoom
Experience in scheduling, event and travel coordination
Experience in client communication
Accurate tracking/reporting of sales and marketing activity (consumption data)
Ability to build solid, effective working relationships with others
Ability to execute instructions and request clarification when necessary
Ability to provide courteous, timely service when addressing customer questions and concerns
Ability to speak clearly and concisely
Ability to convey information clearly and effectively through both formal and informal documents
Ability to constructively work under stress and pressure when faced with high workloads and deadlines
Preferred
Financial services experience
Company
SGS Technologie
SGS Technologies is a web design and development company that offers a range of web development and optimization services to its clients.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Arun Venkatesan
CEO
Karthikeyan Lakshmanan, CSM
Client Partner
Recent News
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