Desk Assistant | Equities | Investment Banking

Location: Sydney CBD, New South Wales
Contract Type: Contract
Specialisation: Banking & Financial Services
Salary: super and bonus
REF: BBBH226326_1544161486

Working for a top tier Australian Institutional Broker, who provides specialist services across a broad range of asset classes.

Primary responsibilities:

  • Providing assistance to the Head of the Desk and Institutional Advisors
  • Maintaining a deep understanding of the financial investments industry
  • Maintaining client portfolios
  • Understanding of current corporate actions
  • Information handling
  • Update and amend portfolio records of clients following transactions, including corporate actions
  • Provide accurate price information to clients in the absence of Institutional Advisors (licence permitting)
  • Advise and act on settlement of adviser trades daily
  • Give prices, take orders, and execute orders (as authorised)
  • Foster professional relationships with Institutional clients

Industry awareness:

  • Understand the financial investment markets with a focus on Equities
  • Maintain an awareness of ASX and corporate rules
  • Maintain a working knowledge of financial services products and services
  • Understand back office processes and systems

Required experience/ knowledge:

Technical skills

  • 1-2 years experience in the Capital Markets space (ideally Equities)
  • Must be hungry and have a passion for Equites and investing
  • Microsoft application knowledge (Word, Excel and Outlook)
  • Equities pricing and other in-house systems including back office systems
  • Strong verbal and written communication skills
  • Ability to work autonomously in a busy environment


  • Degree in business/ finance/ commerce
  • Administration qualifications/ experience advantageous
  • Fulfilment of relevant legislative requirements for authorised representatives is required

Contact Charlie from Ambition 92495087