Equity Sales Support (4-5 Months Contract)

Recruiter:

HR Genie

Job Ref:

20004473

Date posted:

Monday, April 25, 2022

Location:

Gauteng, South Africa

Salary:

Market related

SUMMARY:
Broad administrative support of the SA, UK, and USA Equity Sales team, including but not limited to:

JOB DESCRIPTION:

To assist the Institutional Equity Sales team across a range of administrative areas

Enhance the back-office organisation of the team and cross-team collaboration

Broad administrative support of the SA, UK, and USA Equity Sales team, including but not limited to:
KYC/Onboarding:
- Drive internal (KYC, Legal, Compliance) and external engagement to ensure optimum client experience on KYC/onboarding and maximise conversion.
- Research all basic info on 'address', 'registered address', SEC info, etc.
- Bi-weekly reporting on progress & bottlenecks.
- Equity Sales team members to maintain full legal responsibility on setup and initiation
Research Agreements and CSAs
- Research Agreements: client engagement, MIFID compliance/removal of non-paying clients from distribution lists, invoicing and payment tracking
- Monitoring of engagements on Singletrack/ensuring no slippage
- CSAs: assist SA team with management of CSA payments
Broker Platforms:
- Timeous uploading of client interactions to the relevant broker platforms (CorpAxe, Commcise, etc)
- When necessary, loading of events on broker platforms.
- Active management of SA and SSA Equity Sales and Research contact details across all platforms
NDRs/Analyst marketing/Conferences/Travel:
- Roadshow scheduling assistance (agenda, meeting rooms, transportation, printing)
- Assist team with booking client meetings at conferences (AIC, SAT)
- Assist team with own travel coordination
Client requests and administration:
- Assistance with light client requests (e.g. sharing of research reports)
- Assistance of coordination of Events/Calls led by Equity Sales
- Maintenance of client database (Excel/Singletrack/Salesforce) – tracking and management of team changes, contact details & addresses
- Assistance with management of client distribution lists and access (email, but also research access on BBG/Factset)
- Broker votes: monitor, circulate, and track progress
- Filing: maintain an organised, secure, and cloud-based filing system for all relevant documentation
- Archiving of client meeting notes on Singletrack

Hiring considerations: Someone “known, dedicated, motivated, and very competent”

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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Equity Sales Support (4-5 Months Contract)

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