ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

• Provide financial analysis and accounting support to PCG management.
• Develop financial models to analyze various aspects of PCG’s business like commissions and fees and the impact of potential changes on existing revenue.
• Create and/or review daily trade reports.
• Maintain proficiency of the Stephens PCG commission system to perform commission analysis and create commission based reports.
• Maintain current working knowledge of the industry changes and regulations, SMA platforms, mutual funds, fund families, UIT sponsors, and products of interest to Private Client Group, Stephens Inc. employees, and/or clients.
• Disseminate appropriate information to Private Client Group and to Stephens Inc. employees in a timely and efficient basis. 
• Assist with expense report processing for Private Client Group.
• Provide administrative and clerical support to the department and for special projects as required.
• Perform other tasks as assigned by management.

EDUCATION AND/OR EXPERIENCE

Broad knowledge of such fields as advanced business, accounting, or finance equivalent to four years of college; two years of related experience desired; or equivalent combination of education and experience.

COMPUTER SKILLS  

To perform this job successfully, an individual should have strong computer skills including the use of Microsoft Word, Excel (advanced), PowerPoint, Outlook E-mail, and the Internet. Ability to learn and use other industry specific software as required.

CERTIFICATES, LICENSES, REGISTRATIONS  

Required to obtain Series 7 and 66 registrations within 12 months of employment.

REQUIRED TESTING

Microsoft Excel and PowerPoint