Equity Sales Research Assistant

SGS Technologies, we are a software development and staffing company that doesn’t simply talk services – we accomplish them. With two decades of experience, we use a combination of latest technological knowledge, future-driven ideas, and specialized skills for multiple forms of IT requirements.

SGS has served numerous clients nationwide in various industries and we want you to be a part of that growth and opportunity!

Job Description:

Full-time hybrid role onsite Tuesdays, Wednesdays and Thursdays each week. Mondays and Friday will be remote unless there is an event onsite or required meeting. Candidates must be flexible to report onsite as needed.

Schedule: 7-4 PM or 7:30 AM-4:30 PM Monday-Friday

Job Summary:

• Under limited supervision, the GEIB Sales Assistant uses advanced knowledge and skills gained through experience and/or training to provide comprehensive support to assigned Institutional Equity Sales professionals and teams. This role is responsible for coordinating and executing non-deal roadshows, analyst marketing trips, and other marketing events across covered regions, as well as owning the collection, management, and reporting of consumption data related to sales and marketing activity.
• The Sales Assistant maintains direct contact with institutional investors to facilitate meetings, conference calls, and the delivery of written research. Acting as a key liaison between sales, research, marketing, and other internal departments, the role requires exceptional organizational skills in a fast-paced environment to manage sales schedules, travel, client meetings, consumption reporting, and general office operations. The position may also involve leading or mentoring less experienced associates and recommending solutions to complex operational challenges.

Essential Duties and Responsibilities:

• Provide day-to-day support to assigned Institutional Equity Sales professionals and/or teams.
• Liaise with institutional clients and sales professionals to facilitate corporate access, analyst meetings, and conference calls.
• Serve as a primary liaison to the Corporate and Analyst Marketing desk, including responsibility for coordinating regional marketing trips and events from initial outline through execution.
• Own the planning and execution of assigned non-deal roadshows (NDRs) and marketing events, acting as the primary point of contact for internal and external stakeholders.
• Provide logistical support and recommendations for NDRs and analyst marketing, including travel and hotel arrangements in accordance with corporate travel policies.
• Select venues and coordinate all event details, including catering, room setup, and on-site logistics; develop and maintain relationships with venue and catering managers.
• Create and distribute event invitations, maintain marketing calendars and itineraries, and provide regular updates and final schedules to event participants.
• Coordinate conferences by gathering one-on-one meeting requests, assessing client availability, distributing preliminary schedules, confirming changes, and issuing calendar invitations for confirmed meetings.
• Communicate regularly with analysts and research assistants; manage and monitor client research report subscriptions.
• Maintain detailed spreadsheets tracking upcoming events, client interactions, and activities relevant to assigned sales professionals.
• Own consumption reporting data, including collecting, validating, tracking, and reporting client engagement and activity data related to meetings, events, roadshows, and conferences.
• Ensure accuracy, timeliness, and completeness of consumption data, partnering with sales professionals and internal teams to resolve discrepancies and meet reporting requirements.
• Perform general office management and administrative duties, including operating standard office equipment and required software applications.
• Lead, train, coach, and mentor less experienced associates as needed.
• Provide support and backup coverage for other team members.
• Perform additional duties, projects, and responsibilities as assigned.
• Note: Responsibilities scale with the number of sales professionals and teams supported.

Knowledge of:

• Basic office practices, procedures and methods.
• Basic mathematical calculations.

Skill in:

• Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
• Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases
• Scheduling and coordinating meetings, events, interviews, and appointments
• Microsoft 365 applications (Outlook, Excel, Word), MS Teams, Zoom, office equipment

Ability to:

• Build solid, effective working relationships with others.
• Execute instructions and request clarification when necessary.
• Provide courteous, timely service when addressing customer questions and concerns.
• Speak clearly and concisely.
• Convey information clearly and effectively through both formal and informal documents.
• Constructively work under stress and pressure when faced with high workloads and deadlines

Education:

• Educational/Previous Experience Requirements:
• Minimum of an Associate's Degree Required and at least 3 years of senior level administrative support for a large company/business.
• Financial services experience is a plus but not required.