Roles and Responsibilities:
· Identify, contact, and develop relationships to drive and expand business opportunities.
· Create and execute on revenue opportunities.
· Lead origination efforts for The Entoro Group of entities.
· Assist in the preparation and execution of transactions.
· Outbound sales calls, personal meetings, and email communication.
· Support senior bankers in managing client relationships.
· Generate and take ownership of standard or custom reports, presentations, and memoranda summarizing business, financial, or economic data for internal and external audiences.
· Gather market data to analyze trends and help value companies and transactions.
· Contribute and present to internal meetings and client-facing meetings.
· Scrape public and private data, utilizing internal CRM (Dynamics) and various databases to compile investor lists and develop reports to assess firm-specific and market risks.
· Learn about market operations, trading dynamics, and rules and regulations.
· Assist in the development of new products and services.
· Comfort in an extraverted, client-facing role (tested).
Required Skills, Experience, and Education
· Microsoft Office, including but not limited to, Word, Excel, PowerPoint
· Bachelors degree or equivalent, preference to engineering, finance, accounting or similar
· Ability to articulate complex ideas and summarize effectively; excellent oral and written communication skills
· Maintain professional and ethical standards
· Knowledge of accounting principles and finance
· Strong analytical and financial modeling skillset
· Understanding of, or the ability to work in a regulated environment
· Ability to work in a multicultural team, being a skillful listener with an open style, and maintaining a positive and supportive attitude at all times
· Ability to perform under pressure while maintaining emotional maturity to meet tight deadlines
· High level of integrity, motivation, and commitment to working hard
· High level of focus on work quality and attention to detail
· Work non-standard or non-traditional hours
· Preference to CFA or CAIA candidates.
FINRA Licensing:
You are/will be required to be FINRA licensed and registered. The Associate must obtain their FINRA SIE, Series 7, and Series 63 or 66 licenses with Entoro Securities and Entoro Investments, respectively, and obtain the Series 3, commodities license under Entoro Commodifies. Advancement and preferred opportunities for those that pass the Series 24.
Compensation:
Base Salary + Bonus + Health Insurance
Start Date ASAP
Contact:
Will Baird
Director
wbaird@entoro.com
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