Brokers' Assistant

J.M. Lummis & Company; New Canaan (CT); On-site; USD 80,000 - 100,000; Full time

Job summary

An established industry player is seeking an enthusiastic intern to support their money market and fixed income brokers. This exciting opportunity will allow you to gain hands-on experience in finance and sales, while preparing for key industry exams. You will be actively involved in lead generation, client development, and learning about the market dynamics. With a focus on professional growth, this internship could pave the way for full-time employment, offering a solid foundation for a successful career in finance. If you're eager to learn and make a meaningful impact, this role is perfect for you.

Qualifications

• Support experienced brokers in daily operations and learn about the markets.
• Prepare for SIE and Series 7 exams while gaining practical experience.

Responsibilities

• Assist in day-to-day activities of money market and fixed income brokers.
• Work with senior management on client targeting and account development.

Skills

Cold Calling

Lead Generation

Client Development

Market Knowledge

Education

Preparation for SIE Exam

Preparation for Series 7 Exam

Tools

Bloomberg Terminal

Job description

J.M. Lummis & Company is looking to fill an internship position which could lead to full-time employment. The position has two aspects:

• Supporting an experienced desk of money market and fixed income brokers in all aspects of day-to-day activity and operations
• Learning the markets and the key players
• Gaining experience on the Bloomberg terminal
• Preparing for the SIE and Series 7 exams
• Support various office management and IT functions
• Begins after a reasonable period of training and learning
• Working with senior management to identify and target prospective clients
• Lead generation, cold calling, and account development
• Developing a solid book of business and career and fixed income sales
• Money market and fixed income specialist
• Institutional-only client base

Seniority level

Internship

Employment type

Full-time

Job function

Finance and Sales