2027 Summer Associate - Fixed Income Sales/Trading (New York, NY)

• Completes spreadsheet financial models for assigned industry.

• Formulates new transaction proposals.

• May assist in development of financial analyses including revenue models, running the numbers, debt profiles and refinancing and cash flow analysis.

• Helps in preparation of client pitch books.

• Maintains records of market conditions and issuance, prepares regular updates, and reports for internal and external constituencies.

• Creates and presents marketing and sales materials.

• May have limited interaction with clients.

• Performs other duties and responsibilities as assigned.

• Works independently on assigned projects and tasks, meeting all delivery deadlines.

• Operates standard office equipment and uses required software applications.

• Answer incoming phones

Knowledge, Skills, and Abilities

Knowledge of

• Fundamental investment concepts, practices and procedures used in the securities industry.

• Basic knowledge of Fixed Income procedures, regulatory requirements, transactions and client relationships.

• Financial markets and products.

• Basic business case analysis.

• Financial analysis and data modeling.

• Fundamental concepts, practices, and procedures of a professional office environment.

Skill in

• Excellent analytical, critical thinking and problem solving skills sufficient to recognize and detect errors and offer resolution.

• Basic skills in coding, SQL, HTML 5, Python. “Scripting Languages”

• Communicate effectively, both orally and in writing to all level of associates and clients.

• Operating standard office equipment and using required software applications to produce documents such as reports, graphics, electronic communication, spreadsheets, and databases.

• Ability to work effectively as part of a virtual/hybrid team.

• Comfortable establishing positive/productive rapport with co-workers, financial advisors and external parties (vendors/traders – etc)

Ability to 

• Multi-task and work on a fast-paced, team-oriented environment.

• Efficiently manage time and resources in order to overcome quantitative and analytical challenges.

• Establish and maintain effective working relationships at all levels of the organization.

• Work under stress restricted by time deadlines and work volume fluctuations.

• Prepare and deliver clear, effective and professional presentations.

• Communicate both orally and in writing, with all levels of the organization and external clients.

• Work independently as well as collaboratively within a team environment.

• Organize and prioritize multiple tasks and meet deadlines.

• Provide a high level of customer service.

Educational/Previous Experience Requirements

• College student with a graduation date of December 2028 or laterstanding student pursuing a Bachelor’s Degree (B.A.) or Master’s Degree in Finance, Economics, MIS, ISM or related field at an accredited university.

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

• Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD).

Licenses/Certifications

• None required.

Location

New York, NY

• No travelrequired.