Tigress Financial Partners
Institutional SalesInternship
Responsibilities mayinclude: Assisting lead account managers for select institutional accounts Assisting with calls and emails to portfolio managers and analysts to convey research and stockrecommendations Supporting facilitation of new businessprocess Maintain databases, including updating and analyzing data for trends and possible processimprovement Organizing weekly research feedback from sales and trading team and consolidate the information into written form for distribution toanalysts Coordinating client visits, including research, sales and company visits. Host sales calls for clients with research analysts and provide written notes to the salesteam Reviewing the firms “Written SupervisoryProcedures” pertaining to InstitutionalSales Obtaining an introduction to Series 7licensing
