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

Duties and Responsibilities

• Completes spreadsheet financial models for assigned industry.
• Formulates new transaction proposals.
• Assists in the development of financial analyses, including revenue models, running the numbers, debt profiles and refinancing, and cash flow analysis.
• Helps in the preparation of client pitch books.
• Maintains records of market conditions and issuance, prepares regular updates, and provides reports to 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 while meeting all delivery deadlines.
• Operates standard office equipment and uses required software applications.
• Answers incoming phones.

Knowledge, Skills, and Abilities

Knowledge of

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

Skills 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, and Python (scripting languages).
• Communicating effectively, both orally and in writing, with associates and clients at all levels.
• Operating standard office equipment and using required software applications to produce documents such as reports, graphics, electronic communication, spreadsheets, and databases.
• Working effectively as part of a virtual/hybrid team.
• Establishing positive, productive rapport with co-workers, financial advisors, and external parties (e.g., vendors/traders).

Ability to

• Multi-task and work in a fast-paced, team-oriented environment.
• Efficiently manage time and resources to overcome quantitative and analytical challenges.
• Establish and maintain effective working relationships at all levels of the organization.
• Work under stress with time deadlines and fluctuating workloads.
• Prepare and deliver clear, effective, and professional presentations.
• Communicate 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 later, standing student pursuing a Bachelor’s Degree (B.A.) or a Master’s Degree in Finance, Economics, MIS, ISM, or a 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 travel required.

Education

High School (HS)

Work Experience

General Experience - 4 to 6 months

Salary Range

$33,280.00-$52,000.00

Travel

Less than 25%

Workstyle

Hybrid