Securities Sales Analyst

• Learn the products and services geared towards the hedging of large concentrated stock positions
• Manage the daily calendar of settlements, expirations and corporate actions
• Handle new client onboarding tasks including account opening and wire processes
• Work to ensure accurate tax reporting
• Provide ongoing mark to market reports on position values
• Support internal and external clients with inquiries regarding financial products and services
• Identify ways to determine appropriate course of action and process complex transactions
• Receive direction from managers, and escalate non-routine client concerns to more experienced staff
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Interact with internal and external clients
• Receive direction from leaders
• Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

6+ months of Securities Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• A BS/BA degree or higher in business administration, economics, finance, or related field
• Intermediate Microsoft Office skills (Excel, Outlook, Word, PowerPoint)
• Strong technical and analytical skills including financial analysis
• Excellent verbal, written, and interpersonal communication skills
• Effective organizational, multi-tasking, and prioritizing skills
• Solid problem solving and decision-making skills
• Familiarity with equity derivatives
• Operational experience with derivatives and confirmations

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement