Institutional Sales Associate
D.A. DavidsonInvestment Banking company
Denver, United StatesMid
Sales & Account Management
About the role
TL;DR
Support the Fixed Income Sales team with administrative tasks and client onboarding.
- •D.A Davidson & Co. is seeking a detail-oriented and proactive Institutional Sales Assistant to support the Fixed Income Sales team.
- •Key Responsibilities Provide high-level administrative support to the Fixed Income Sales team Manage and coordinate the onboarding process for new institutional accounts, including all required documentation Assist in resolving trade discrepancies and identifying potential bond or transaction issues Serve as a liaison between Sales, Trading, Compliance, and Operations teams to ensure accurate and timely processing of trades Support the Fixed Income Trading and Underwriting Desks with ad-hoc requests, account inquiries, and general administrative needs Requirements 2+ years of experience in financial services, preferable in a sales support or operations role within Fixed Income Capital Markets, preferred Maintain or be open to obtaining the Series 7 license within 90 days of employment Proficiency in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint) Strong organizational skills and attention to detail Excellent verbal and written communication skills Proven ability to work collaboratively across teams in a professional and fast-paced environment Knowledge of fixed income products and/or FINRA SEC compliance requirements is a plus
Domain expertise
fintech
Benefits & perks
Medical, Dental and Vision, Company 401(k) and ESOP contribution, Generous sick, vacation, and maternity/parental leave, Paid holidays, Professional Development Opportunities, Tuition Reimbursement ($15,000 lifetime cap), Discounted personal insurance including home, auto and recreational vehicles, Charitable gift-matching program, Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work