ESSENTIAL DUTIES AND RESPONSIBILITIES

include the following. Other duties may be assigned. Answer phone calls for Analysts and/or Associates in a courteous and professional manner, take messages, direct calls and provide routine information as appropriate. Reconcile corporate American Express statements with past expense reports to insure proper reimbursement in a timely manner. Manage daily lunch logistics, including restaurant coordination and delivery scheduling. Maintain Research Analyst or Associates calendar with appointments as requested. May prepare and/or compile PowerPoint presentations for internal and external use. Review publications (both written and electronic) to maintain current knowledge on news concerning stocks in analyst's coverage list. May assist Research Analysts to resolve issues and ensure rapid time-to-market of investment notes and recommendations. Maintain correspondence files of both routine and confidential information. Coordinate travel arrangements. Submit analyst expenses after travel for reimbursement in a timely manner. Assist department members in solving computer related problems and train new Research Assistants. Assist Analysts and Associates with civic and personal administrative duties as required. Bind marketing slides as needed by analyst/associate. Provide backup support to other research assistants. Assist Equity Trading desk with end-of-day customer allocations. Reconcile firm block allocation and inventory accounts. Collect and disseminate daily trading P&L and volume detail. Perform other tasks as required by management.

EDUCATION AND/OR EXPERIENCE

Associate's degree or equivalent work experience 2+ years of experience in an office/administrative role within a professional services industry, which included supporting senior level management and professionals Investment Banking and/or Capital Markets experience a plus Writing and editing experience desired An equivalent combination of education, training or experience

REQUIRED TESTING

Word Excel PowerPoint Typing