Equity Sales Assistant, New York

About the role

Provide general administrative support to a group of financial professionals to best leverage team's time. Compile and analyze complex datasets to be submitted in a timely manner according to clients' preferences. Assist in the flawless execution of analyst marketing events, Non-Deal Roadshows (NDR's), client meetings, and conferences. Act as a point of contact for clients, visitors, and guests in the office.

Responsibilities

• Provide administrative support to the Sales and Sales Trading Team including, but not limited to:
• Coordinate travel
• Assist in entertainment arrangements for client events
• Manage expenses and accounting reports
• Track paid time off and submit reports
• Coordinate with Research and Corporate Access Teams on Analyst Marketing Events and Non-Deal Roadshows including, but not limited to:
• Ensure timely and accurate entry of all meetings booked into CRM system
• Arrange ground transportation, logistics, meals, and delivery of printed materials
• Effectively communicate between Sales Team, Corporate Access/Research Teams, and clients
• Assist Corporate Access Team with conferences
• Resource reporting with multiple Clients
• Update resource reporting due dates
• Coordinate with Sales Captains and Mosaic of resource reporting data integrity
• Establish new accounts on various platforms, ie. Bloomberg, Dealogic, CorpAx
• Log alerts for client activity in BD vision on behalf of Sales
• Send model requests as requested by client calls/emails
• Facilitate data integrity in CRM system by logging activities on behalf of Sales, deleting duplicate entries, etc.
• Serve as a point person by registering visitors, ordering supplies, reserving conference rooms and assisting with onboarding/offboarding

Requirements

• 3+ years of relative experience
• College Degree (preferred)
• Excellent PC skills in MS Office, especially Excel, Word and PowerPoint
• Excellent written, verbal, and time-management skills
• Basic knowledge of financial industry
• This position requires a minimum of four days in the office each week.
• COMPENSATION AND BENEFITS
• Please click here for a list of benefits for which this position is eligible.
• Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
• Job Posting Expiration Date: 07/13/2026
• Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
• #LI-Hybrid

Benefits

Additional Information

Location: 1301 Avenue of the Americas, New York New York

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at KeyBank? Share your experience