Mesirow · 22 hours ago
Sales and Trading Assistant
Mesirow is an independent financial services firm founded in 1937, headquartered in Chicago. They are seeking a Sales and Trading Assistant to provide administrative and sales support for the Senior Managing Director in their New York City office, which includes matching trades, account management, and general office tasks.
Financial Services
Responsibilities
Match and allocate trades in Bloomberg through SSMO
Communicate with Operations on any settlement issues
Assist the internal operations department and clients’ back office to resolve any settlement issues
Open and monitor new account setup by completing internal forms, notifying the DVP New Accounts Department, and follow up with client for additional information
Obtain and maintain KYC documents
Work closely with sales & trading support team to ensure settlement of transactions
Field questions and resolve problems to ensure clients are serviced properly
Assist with other general office administrative tasks and a variety special projects, as needed
Qualification
Required
Bachelor's degree in business or a business related degree such as Finance, Economics or Accounting
Series 7 and 63 preferred or ability to obtain upon joining the company
Fixed income experience - KYC Documents/Dealogic knowledge a plus
High proficiency with Microsoft Office products, particularly being able to build spreadsheets in Excel
Self-starter with a strong work ethic and the ability to work in a fast-paced environment with high attention to detail
Superior communications skills, both oral and written; effective interpersonal skills
Familiarity with Bloomberg's systems strongly desired
Ability to work well independently and also within a team environment
Benefits
Opportunity for a commission
Discretionary performance bonus
Mesirow benefit program
Company
Mesirow
Mesirow is an independent, employee-owned financial services firm.
Funding
Current Stage
Late StageLeadership Team
Recent News
Company data provided by crunchbase