Fixed Income Sales Assistant

Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, Pennsylvania, United States of America Req #1060
Thursday, May 19, 2022
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments.  We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.


Responsibilities: 
 

  • Work with back office/operations to set-up new accounts and settle any trade issues
    • Main point of contact between sales, middle office, compliance, and AML
    • Maintain a database of all documentation for account issues
    • Backup existing trading operational support when needed
  • Back-up Sales team by providing real-time assistance to clients
    • Back-up on all Bloombergs and all account coverage while salespeople travel
  • Help maintain records of client trades and relay pertinent information to sales from Trading, Operations, and Settlements Groups.
  • Enhance communication flow between Sales and Trading Desks
  • Assist salespeople in the preparation of investment memos
  • Proactively take on additional responsibilities to support the growth of the sales division

Qualifications

  • A strong fundamental knowledge of multiple fixed income asset classes (MBS, Munis, Agency Debt, Corps, ACMBS, SBA Pools, etc) is preferred.
  • Minimum of 5 years experience in fixed income operations, or in a fixed income sales assistant role.
  • Currently have Series 7 and Series 63 License.

 
** 
Option for hybrid or completely virtual based out of Philadelphia Headquarters**


Hybrid: individual will work approximately three days per week in-office
Virtual: completely remote, will have to come to Philadelphia Headquarters for training upon hire
 
Individuals hired to work for a team/manager based in our Philadelphia Corporate Headquarters, will be required to show proof of vaccination per our Philadelphia Corporate Headquarters' policy.

Janney is dedicated to promoting and supporting diversity within our workplace.  We provide an environment that promotes respect, integrity, teamwork, achievement and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status, or other protected factors. Janney is committed to equal employment opportunities and providing reasonable accommodations to applicants with physical and/or mental disabilities.

Other details

  • Pay Type Salary
Location on Google Maps
  • Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, Pennsylvania, United States of America