ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
- Answer phone calls for Analysts and/or Associates in a courteous and professional manner, take messages, direct calls and provide routine information as appropriate.
- Reconcile corporate American Express statements with past expense reports to insure proper reimbursement in a timely manner.
- Manage daily lunch logistics, including restaurant coordination and delivery scheduling.
- Maintain Research Analyst or Associates calendar with appointments as requested.
- May prepare and/or compile PowerPoint presentations for internal and external use.
- Review publications (both written and electronic) to maintain current knowledge on news concerning stocks in analyst's coverage list.
- May assist Research Analysts to resolve issues and ensure rapid time-to-market of investment notes and recommendations.
- Maintain correspondence files of both routine and confidential information.
- Coordinate travel arrangements. Submit analyst expenses after travel for reimbursement in a timely manner.
- Assist department members in solving computer related problems and train new Research Assistants.
- Assist Analysts and Associates with civic and personal administrative duties as required.
- Bind marketing slides as needed by analyst/associate.
- Provide backup support to other research assistants.
- Assist Equity Trading desk with end-of-day customer allocations.
- Reconcile firm block allocation and inventory accounts.
- Collect and disseminate daily trading P&L and volume detail.
- Perform other tasks as required by management.
EDUCATION AND/OR EXPERIENCE
- Associate’s degree or equivalent work experience
- 2+ years of experience in an office/administrative role within a professional services industry, which included supporting senior level management and professionals
- Investment Banking and/or Capital Markets experience a plus
- Writing and editing experience desired
- An equivalent combination of education, training or experience
REQUIRED TESTING
- Word
- Excel
- PowerPoint
- Typing
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Associate's degree or equivalent work experience
- At least 2 years of experience in an office or administrative role within a professional services industry
- Experience supporting senior-level management and professionals
- Ability to use Microsoft Word
- Ability to use Microsoft Excel
- Ability to use Microsoft PowerPoint
- Typing proficiency
- Investment banking or capital markets experience
- Writing and editing experience
Stephens Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Stephens and has not been reviewed or approved by Stephens.
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Healthcare Strength — Health coverage includes medical, dental, vision, and prescription benefits plus telemedicine, with employer‑paid life, AD&D, and long‑term disability and optional short‑term disability. Wellness incentives and an Employee Assistance Program extend support beyond core medical coverage.
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Retirement Support — A 401(k) profit‑sharing plan provides employer‑supported retirement savings. The benefit is positioned as a core component of the total package.
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Leave & Time Off Breadth — Paid vacation, sick leave, and holidays are provided alongside paid parental leave. Paid maternity leave for disability related to pregnancy and childbirth further expands time‑off coverage.
Stephens Insights
What We Do
Founded in 1933, Stephens is a family of privately-held, independent financial services firms focused on building value for companies, state and local governments, institutions and high-net-worth investors. We are headquartered in Little Rock, Arkansas, with offices in leading cities across the country and overseas. Since our founding, Stephens has pursued an independent course. We’ve built our firm on long-term relationships and enduring values, establishing an international reputation for vision, integrity and innovation. Free from herd mentality, short-term thinking and quarter-to-quarter imperatives, we’ve always stayed focused on the people who matter most: our clients. As investors and business owners ourselves, we have a unique perspective on the world. We understand the needs and concerns of individual investors, industry leaders and public interest stewards. Because we sit on the same side of the table as our clients, we are able to understand their goals and help build their future in partnership.
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