Job Title:
Support Position for Debt Markets Trading Intermediary
Sydney, Ancillary Areas, Permanent
About Our Client:
A leading debt markets trading intermediary focused on Fixed Income and Money Market dealing for Institutional and Semi-Government clients.
About the Role:
This is a support position working closely with the CEO and dealing team to ensure the professional delivery of our client's money market and fixed income dealing services.
Through broad exposure to a number of areas within the business, this individual will be in a unique position to step in wherever they are required.
Ideal Candidate Profile:
Recent graduates with 6-12 months' experience seeking a start in a financial services career. This role will enable the individual to progress into more senior operations or dealing roles after 12 months once relevant systems, skills, and knowledge have been mastered.
Key Responsibilities:
* Maintain client records, including compliance information such as Anti-Money Laundering (AML).
* New client setup.
* Generate various reports from Salesforce and analyze the information created.
* Assist with basic office management tasks.
* Ad-hoc tasks assisting the CEO in managing and running the business.
* Assist the CEO with market research.
* Assist with organizing and facilitating client meetings and trade shows.
* Sales needs analysis and identifying target markets.
* Monitor sales results and update the Client Relationship Management database.
* Create sales support materials.
* Identify new prospects.
* Analyze the sales pipeline.
* Create and meet client technical requirements.
* Provide service support to clients.
* Client profitability analysis.
* Satisfy client service requests, such as redemptions and roll-overs, in a timely manner.
* Assist with business development research and marketing.
* Assist with testing new technology enhancements.
Required Education, Skills, and Experience:
* Degree qualified in economics, commerce, or related field.
* Ability to adopt and use new forms of technology quickly.
* Proficient at Microsoft Excel (to a high level), Word, and PowerPoint.
* Some form of previous work experience.
Desired Qualities:
* Knowledge of the economy and the relationship with interest rate markets and yield curve dynamics.
* Experience working with other stakeholders.
* CRM (Salesforce) experience or other cloud platforms.
* Familiarity with Bloomberg.
* Ability to interact with clients or other stakeholders face-to-face.
* Excellent communication skills – both verbal and written, dealing with clients and peers in an efficient, friendly, polite, and professional manner.
* Solutions-driven and able to think outside the box.
* Ability to operate within specific guidelines.
* Initiative, common-sense approach, and ability to operate without instructions.