As an Associate within the Product Specialist team, you will work closely with Origination to close out newly issued deals.
Job Responsibilities:
- Gathering pricing information/common codes
- Working with Legal on rep letters and legal opinions
- Coordination with DTC and placement agent
- Organizing closing calls and managing invoices
Required qualifications, capabilities and skills:
- 2+ years of Fixed income, CLO’s and/or Secondary Loans
- Series 7 & 63 will be required (exams can be taken post offer acceptance)
- Creative problem solver with ability to perform well under pressure
- Clear, logical thinker with strong qualitative abilities
- Strong team player that Is detail oriented with a highly disciplined approach to process and quality control
- Effective communication skills to interact with internal partners and clients
- Bachelors degree
Preferred qualifications, capabilities and skills:
- Strong understanding of Excel, Bloomberg, Tableau and any coding language a plus