First Post -- Help if you can

Hey everyone,

I've been a WSO observer for quite some time now and finally decided to take the plunge and join. I really hope you guys can help me out with this maybe shed some insight into this job posting I've come across. I'm trying to make the jump into S&T and its incredibly frustrating to find an "entry level", "ground floor" role that provides actual room for growth and isn't just an admin job or ops job in disguise lol. Any help insight would be necessary. The job is with a global bank, not sure if it would be considered a BB but the description is:

Sales Assistant:

Description

• Work directly with EM/Latam Local Markets sales force, handling various products including bonds, CDS, swaps and fx.

• Extensive contact with clients trading desks, operations and settlement areas.

•Input trades via relevant trade capture systems including Bloomberg, OMR, Murex.

• Complete verbal confirmation of trades with client on trade date. Investigate and resolve any discrepancy with trader and/or client.

•Receive trade allocations from client and record breakdown

•Investigate and resolve sales credit discrepancies and adjust sales credits based on corresponding schedule.

•Provide client pricing (daily, monthly, and quarterly) as requested.

•Aid in resolution of trade fails.

•Investigate and resolve all DK's relating to settlement of securities.

•Manage new client account process from start to finish.

•Extensive interaction with legal and compliance and operations.

•Assist in coordination and scheduling of investor trips and road shows.

•Ad hoc projects as needed.

•Bachelor’s degree required (Finance or Business preferred)

•Series 11 and Series 63 required for junior sales assistant

•Series 7 and Series 63 required for senior sales assistant

•Knowledge of Foreign Bonds, FX and CDS trades preferred

•Detail oriented

Self starter with strong organizational and communication skills

•Ability to keep focused in a noisy environment

•Ability to handle multiple requests in a timely manner.

•Strong problem solving skills.

If anyone can shed any insight I would be really grateful. Thank you guys ! So pumped to finally be on here !

5 Comments
 

This is an "ops job in disguise".

Under my tutelage, you will grow from boys to men. From men into gladiators. And from gladiators into SWANSONS.
 
FlakeThis is an "ops job in disguise".

not even in disguise, it sales sales assistant right in the description

This to all my hatin' folks seeing me getting guac right now..
 
Cruncharoo
FlakeThis is an "ops job in disguise".

not even in disguise, it sales sales assistant right in the description

I wanted to use his own terminology. This way he doesn't get confused.

Under my tutelage, you will grow from boys to men. From men into gladiators. And from gladiators into SWANSONS.
 

Dolorem alias ullam possimus assumenda quod. Tenetur nemo molestiae eos repudiandae et aperiam. Harum ipsam earum harum voluptas. Quam consequuntur quis maxime sit dolorem. Nostrum vero non impedit qui ab et corporis.

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 01 98.3%
  • BMO Capital Markets 13 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.7%
  • JPMorgan 01 97.1%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (15) $434
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (80) $150
  • Intern/Summer Analyst (73) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
kanon's picture
kanon
99.0
4
Secyh62's picture
Secyh62
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
DrApeman's picture
DrApeman
98.9
10
Mimbs's picture
Mimbs
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”