Equity Research Role - MIFID

About this role:

The roles involves

Working with an industry leading Corporate and Investment Bank in the Equity Research department as a part of the Research Agreements and Invoicing team for MiFID II

Significant opportunities to learn, develop and work as an integral member of the front office teams in business.

In this role, you will:

- Consult with the Business, Sales and Legal on creation / amendment and distribution of research agreements

- Prepare the initial research "on-boarding" form with the client details, coordinate with Legal for completion of the Research Agreement

- Work closely with Research Entitlements Team to enable / remove research entitlements

- Work closely with Research Invoicing team to prepare invoices for distribution to clients and verify payment instructions

- Work with the IT team to resolve issues and improve the existing tools used for contract / payment management in Research

- Periodically review invoice requests and activity through daily invoice aging report, notifying Sales when invoice is outstanding

- Work closely with the Sales and Management for Profitability analysis of clients based on consumption and payments

- Work closely with the Research management to identify areas of growth

- Organize periodic calls with research management for updates / discussions

- Develop reports to enable analysts / management expand outreach to clients

- Extensively use the internal tools (Salesforce) to ensure all client relevant details are updated in a timely manner