Sales and Trading Assistant - Corporate Bonds

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Chicago, IL, USA
In-Office
50K-75K Annually
Fintech • Software • Financial Services
The Role

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices across the country, Mesirow serves clients through capabilities spanning Private Capital & Currency, Capital Markets and Investment Banking, and Advisory Services. 

We are currently seeking a Sales & Trading Assistant – Corporate Bonds on our IS&T team who will perform a variety of administrative and sales support duties for the Senior Managing Director-Principal.  This position requires a wide range of administrative skills, knowledge of organizational policies and trading industry procedures.  Duties include and are not limited to, match and allocate trades on Bloomberg, setup and maintain accounts, occasionally enter trade tickets, data entry, reconciliation, report monitoring, and general non-trading related duties.

Responsibilities:

  • Match and allocate trades in Bloomberg through SSMO
  • Communicate with Operations on any settlement issues
  • Assist the internal operations department and clients’ back office to resolve any settlement issues
  • Open and monitor new account setup by completing internal forms, notifying the DVP New Accounts Department, and follow up with client for additional information.
  • Obtain and maintain KYC documents
  • Work closely with sales & trading support team to ensure settlement of transactions
  • Field questions and resolve problems to ensure clients are serviced properly
  • Assist with other general office administrative tasks and a variety special projects, as needed

Requirements:

  • Bachelor’s degree in business or a business related degree such as Finance, Economics or Accounting
  • Series 7 and 63 preferred and prior direct experience in Corporate Bonds
  • Fixed income experience - KYC Documents/Dealogic knowledge a plus
  • High proficiency with Microsoft Office products, particularly being able to build spreadsheets in Excel
  • Self-starter with a strong work ethic and the ability to work in a fast-paced environment with high attention to detail
  • Superior communications skills, both oral and written; effective interpersonal skills
  • Familiarity with Bloomberg’s systems strongly desired
  • Ability to work well independently and also within a team environment

In accordance with the Illinois Transparency Law the anticipated hiring base salary for the role will be between $50,000 and $75,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a commission and discretionary performance bonus and the Mesirow benefit program.

EOE

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.

Mesirow Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Mesirow and has not been reviewed or approved by Mesirow.

  • Healthcare Strength Health coverage includes medical, dental, vision, integrated mental-health services, One Medical membership, and HSA/FSA options with company-paid long-term disability. These offerings, alongside an EAP, indicate a robust healthcare foundation.
  • Parental & Family Support Family supports include 16 weeks paid leave for birth mothers, adoption and surrogacy assistance, and up to 20 days per year of back-up child and elder care via Bright Horizons. These benefits reflect meaningful support for caregivers.
  • Wellbeing & Lifestyle Benefits Wellbeing resources include a Lifestyle Spending Account, complimentary Headspace, milestone recognition programs, and a One Medical membership. Together with inclusion initiatives, these enhance overall work-life experience.

Mesirow Insights

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The Company
HQ: Chicago, Illinois
852 Employees
Year Founded: 1937

What We Do

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Global Investment Management, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture. To learn more, visit www.mesirow.com and follow us on LinkedIn. Mesirow was also recently named one of the Best Places to Work in Chicago by the Chicago Tribune and one of the Top Places to Work by Crain’s Chicago Business.

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