PCG Products & Services Associate

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Analyze equity market trends, research individual sectors and stocks to find timely ideas for Financial Consultants.
• Provide quarterly analysis of every Financial Consultant's equities to determine which are out of favor, overpriced and provide replacement options.
• Understand the relationships between equities and fixed income strategies in various economic cycles in order help Financial Consultants with their clients.
• Serve as liaison between Stephens and 3rd party research providers and be knowledgeable of their offerings in order to present timely ideas to our Financial Consultants.
• Review individual fixed income offerings, prepare bonds ladders and bond swap ideas for Financial Consultant that meet their clients' needs.
• Research and recommend covered call ideas.
• Coordinate and attend all management meeting, teach in's and new company launches.
• Market and provide information on all equity and fixed income IPOs and secondary offerings.
• Partner with the Product & Services Manager to develop marketable products and effective marketing support materials based upon insights gathered from branch office visits.
• Perform any other related duties as required or assigned.

SUPERVISORY RESPONSIBILITIES

N/A

EDUCATION AND/OR EXPERIENCE

Bachelor's Degree in Business, Finance, or a related field. Broad knowledge of such fields as advanced Accounting, Marketing, Business Administration, finance etc. and a minimum of five years of related experience in the investment banking industry required; or equivalent combination of education and experience.

COMPUTER SKILLS

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

CERTIFICATES, LICENSES, REGISTRATIONS

Series 7, 63 & 65

OTHER SKILLS AND ABILITIES

Requires the ability to work where there are frequent time constraints and can be stressful at times. Intermediate Microsoft Excel and PowerPoint.

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