Position Description

Expense Analyst - Fixed Income Services
Location MN - Minneapolis (Headquarters)
Business Area Fixed Income Sales & Trading
Employment Type Full Time
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Piper Jaffray is a leading middle market investment bank and asset management firm serving clients in the U.S. and internationally. Our proven advisory teams combine deep product and sector expertise with ready access to global capital. Founded in 1895, the firm is headquartered in Minneapolis and has offices across the United States and London.

We are currently seeking a Fixed Income Expense Analyst to join our team in Minneapolis.

Responsibilities:

  • Complete expense report approval process for fixed income division
  • Train incoming employees on Concur expense procedures and assist existing employees when questions arise
  • Update training materials and other marketing pieces as needed
  • Prepare monthly summary reports to fixed income sales managers of non-comp expenses
  • Prepare quarterly summary reports to fixed income operating committee of spending trends
  • Work with partners in compliance, accounting and fixed income management to manage the division expenses
  • Assist with fixed income events and conferences
  • Handle the needs of the fixed income trading floor with mail delivery, invoicing, supplies, etc.
  • Monitor expense reporting utilizing T&E Oversight Application to recognize inefficiencies and errors. Work to provide timely resolution to any errors that arise
  • Act as backup to fixed income analyst as needed

Qualifications:

  • Self-starter
  • Effective written and oral communication skills
  • Excellent time management skills
  • Problem solving and creativity
  • Ability to prioritize projects and multitask
  • Bachelor’s degree required, business focus preferred
  • Concur expense reporting experience preferred

*LI-KM1

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