Related skills
excel powerpoint syndicate securities_industryπ Description
- Deal Execution & Settlement
- Coordinate oversight of execution workflows from launch through pricing and settlement
- Partner with Operations and external parties on wiring, delivery, and timelines
- Maintain execution checklists, timelines, and open-item trackers
- Syndicate Process / Allocations & Communications
- Manage syndicate communications and documentation with team members
π― Requirements
- 10+ years in a similar role
- FINRA SIE and Series 7; Series 24 preferred or within six months
- Knowledge of securities industry concepts, esp ECM and capital markets
- Strong organizational, communication, and analytical skills
- Proficient with Word, Excel, Outlook, PowerPoint
- Ability to handle confidential information with discretion
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