Sales Assistant

The Opportunity:

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, Mesirow serves clients through capabilities spanning Global Investment Management, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in strong employee engagement, entrepreneurship and empowerment, with ongoing opportunities for volunteerism and advancement. Mesirow was recently named one of the Best Places to Work in Chicago by Crain’s Chicago Business and one of the Top 100 RIA firms by Barron’s. At Mesirow, we invest in what matters: our clients, our communities, and our culture.

We are currently seeking a Sales Assistant on our IS&T team who will perform a variety of administrative and sales support duties for the Managing Director and Senior Vice President of Fixed Income Capital Markets in the Chicago office of Mesirow Financial. This position requires a wide range of administrative skills, knowledge of organizational policies and trading industry procedures. The role of the Sales Assistant is to provide support to the sales desk personnel, enter trade tickets, setup and monitor new accounts, data entry, reconciliation, report monitoring, and general non-trading related duties.

Responsibilities:

• Process, maintain, and handle filing of:
  o Customer Credit related documents
  o Trade tickets and related documents
  o Reports
  o Customer documents including new account forms
  
  • Bonds data entry, enter manual trade ticket and spreads
  • Communicate with Operations on cash trade specifics
  • Review wire/check request processing and monitor customer accounts in coordination with Margin Dept, Cashiering, & TBA Clearing Group
  • Assist the internal operations department and clients’ back office to resolve any settlement issues
  • Monitor new account setup by completing internal forms, notifying the DVP New Accounts Department, and follow up with client for additional information and paperwork if needed
  • Work closely with sales & trading support team to ensure settlement of transactions
  • Field questions and resolve problems to ensure clients are serviced properly, including following up on factor and coupon changes
  • Assist with other general office administrative tasks and special projects, as needed

Requirements

• Bachelor’s degree in business or a business related degree such as Finance, Economics or Accounting
  
  • Series 7 and 63
  • Fixed income experience highly desirable
  • High proficiency with Microsoft Office products, particularly being able to build spreadsheets in Excel that correlate data
  • Self-starter with a strong work ethic and the ability to work in a fast-paced environment with high attention to detail
  • Superior communications skills, both oral and written; effective interpersonal skills
  • Familiarity with Bloomberg’s trading systems strongly desired
  • Ability to work well independently and also within a team environment

EOE