Corporate & Venture Group Analyst

Responsibilities

• Provide a high level of customer service to Corporate & Venture Group clients and team members
• Error-free set up of new client accounts, including follow through of receipt of all new account documentation.
• Review trading activity including the correct reporting of trades, trade settlement, restrictive stock issues and commissions/fees paid
• Provide timely responses to customer inquiries and proactively bring resolution to problems.
• Process check and fed fund wire requests and communicate reorganization issues to affected Relationship Managers/clients
• Interact with transfer agents, issuer counsel and clients to assist with administrative functions related to restricted stock sales - processing restricted stock paperwork and follow-up to ensure the shares are cleaned-up in a timely manner
• Prepare PowerPoint presentations and other reports as required
• Work with sophisticated investors
• Provide assistance with Directed Share programs and Stock Options

Requirements

• Undergraduate degree preferred
• 2-3 years of securities industry experience
• Superior organizational skills
• Excellent communication skills
• Ability to work as part of a team
• Proficiency in Microsoft Word, Excel & PowerPoint
• Demonstrated ability to actively improve efficiencies and department processes
• Proven ability to interact with clients effectively and to maintain client relationships
• Series 7 and 63 required or willingness to obtain within 90 days of start date
• As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture.
• Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here .
• All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.
• # LI-AH1

Benefits

Additional Information

Job Description: At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. We are currently looking for an entry-level Analyst to join our Corporate & Venture Group in Minneapolis, MN. The Corporate & Venture Group (CVG) team seeks to provide high touch trading services to some of the top Corporations, Executives, and Venture Capital firms across the country. We work closely with Equity Sales and trading, as well as investment banking.

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