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Form of workThe Role:
From day one, our new associates benefit from collaborative, mentoring relationships, often interacting with senior executives at the companies we cover and getting to know our best institutional clients. The result is a truly enriching experience that provides opportunities to build your existing skills and develop a keen understanding of the industry. Associates will eventually be responsible for owning client relationships and delivering on transaction outcomes.
Responsibilities:
- Assist the team with day-to-day responsibilities, such as communication with customers and collecting new client data
- Develop and manage client relationships
- Perform client due diligence
- Take an active role in developing, structuring and executing transactions
- Prepare client presentations and deliverables for senior management
- Work with various internal groups and point persons, such as Research Analysts and Marketing
- Participate in the development of business prospects from current customers, referrals and networking
- Experience managing quarterly sales / revenue targets
- Once ramped, you will monetize client relationship and own transaction outcomes
Requirements:
- Ideal candidate will have 2-3 years of experience in financial services
- Bachelor's degree in an area such as finance, economics or business
- Series 7 and 63 certified
- Must be comfortable working in a hybrid in-office / remote working environment
- Must be able to sit and/or stand for long periods of time in an office setting or in home office setting while working
Interpersonal Skills:
- Ability to multi-task and adaptable to changing and dynamic situations
- Understanding of institutional equity research and sales
- Excellent communication (both written and verbal) and organization skills; candidates must be very detail oriented
- Independent thinker and self-starter with the motivation to learn about and excel in a growing industry
- Must be comfortable working both independently and in a team environment
For residents of San Francisco/Bay Area, CA or New York, NY the annual salary range for this role is $90,000 - $155,000 based on performance against individual quarterly revenue objectives. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors
Forge implements a mandatory COVID-19 Vaccination Policy, which applies to all employees. All employees covered by this policy are required to be fully vaccinated as a term and condition of employment at Forge. Employees are considered fully vaccinated two weeks after completing primary vaccination with a COVID-19 vaccine, with, if applicable, at least the minimum recommended interval between doses. Employees must provide truthful and accurate information about their COVID-19 vaccination status, and, if applicable, their testing results as of the first date of their employment.
Employees may request an exception from this mandatory vaccination policy if the vaccine is medically contraindicated for them or medical necessity requires a delay in vaccination. Employees also may be legally entitled to a reasonable accommodation if they cannot be vaccinated because of a disability, or if the provisions in this policy for vaccination conflict with a sincerely held religious belief, practice, or observance. All such requests will be handled in accordance with applicable laws and regulations.
