Sales & Trading Analyst
Canaccord Genuity Wealth Management UK
Overview
Canaccord Genuity is the global full-service investment banking division of Canaccord Genuity Group Inc. (TSX: CF, LSE: CF.), offering institutional and corporate clients idea-driven investment banking, merger and acquisition, research, and sales and trading services from offices in 12 countries worldwide. Our team of over 800 capital markets and advisory professionals has industry and transactional expertise in several key sectors of the global economy. We are committed to providing valued services to our clients throughout the entire lifecycle of their business and operating as a gold standard independent investment bank.
We are driven to achieve for our clients, our shareholders and each other – our people and culture are at the heart of our success. No matter what your role, you have the opportunity to make a positive difference through your ideas and hard work and be rewarded for your performance. Working at Canaccord Genuity offers performance-driven individuals an opportunity to do the most rewarding work of their careers. Our employees experience the best of both worlds: access to global resources and capabilities, and the responsiveness and agility of an independently owned firm. We are driven by your success.
Key Responsibilities:
- Phones: Answer calls enthusiastically and professionally, and relay messages accurately, for all Sales/Traders as needed. Outgoing/proactive calls are also required.
- Compile the AM Note Recap: Working with the other juniors in the morning, and eventually solo, to recap the overnight research into an email along with trading flows.
- Conference scheduling: Help market our conferences to clients, and compile/update conference information (participating companies, events, etc., that change frequently), as well as helping the senior sales/trading person keep track of client one on one requests and schedules. Also involves being able to help our marketing team during conferences and interacting with our clients at the events during registration.
- Trade Orders: Assists traders with orders and executes transactions as needed. Advise traders, trade analysis staff and operations staff of any position adjustments and/or discrepancies. Reviews trade sheets and tickets. Maintains position records and compiles analysis/reports, as requested. Adheres strictly to compliance and operational risk controls in accordance with firm and regulatory standards, policies and practices, reports control weaknesses, compliance breaches and operational loss events.
Required Qualifications:
- Bachelor’s degree
- 1-3 years experience
- Ability to become Series 7 and 63 licensed within 6 months of hire
- Advanced experience with Microsoft Office (Excel, Outlook, Word)
- Strong interest and passion for the Equity Markets
Knowledge, Skills & Abilities:
- Basic knowledge about cash equity
- Strong work ethic and ability to learn in a fast-paced work environment
- Exceptional organizational skills and capability to multitask
- Ability to communicate and maintain composure when under pressure
- Possess the skills needed to succeed in a team-oriented atmosphere
- Attention to detail and capacity to remain focused on client needs
Compensation: $75,000-95,000
This role is eligible for an annual discretionary bonus and a generous benefits package in addition to the base salary. The success of the firm, your team, and your individual performance will determine the trajectory of your career and total compensation.
Our Benefits:
At Canaccord Genuity, your wellbeing matters. Joining our firm means being part of a workplace that not only values your contributions, but also invests in your overall health and wellbeing. We are glad to discuss our benefits with you in detail, and are pleased to share this overview:
Health & Wellness
- Medical and dental insurance
- Vision insurance - 100% company-paid benefit
- Employee Wellness Program - 100% company-paid benefit
- On-demand expert guidance to help resolve everyday issues
- Life insurance - 100% company-paid benefit
- Short-term disability insurance - 100% company-paid benefit
- Long-term disability benefits
- Pet insurance
- Equinox partnership
Financial Benefits
- 401(k) with employer match
- Employee Stock Purchase plan with employer match
- Commuter pre-tax benefits
- Tuition reimbursement
Driven by diversity and inclusivity
Canaccord Genuity is committed to encouraging a diverse workforce and to promoting a respectful and inclusive culture in which everyone has the opportunity to thrive and realize their potential. We recognize that diversity across our business strengthens relationships, enables more innovative solutions for our clients, as well as creating a more stimulating place to work.
Building and developing a truly varied team of talented people from all walks of life is essential for tackling new global challenges, adapting to changing markets and appealing to an increasingly diverse client base.