ROLE SUMMARY:

The Marketing Clerk plays a vital role in supporting the Treasury Sales Department. This position

supports the end-to-end deal lifecycle—from origination through closing—by preparing all required documentation, developing and maintaining financial models, and producing high-quality reports and client/funder presentations. The role also provides comprehensive administrative and

documentation support to Traders, ensuring efficient operations, organized records, and timely

coordination of meetings and activities for the Treasury Sales Department.

KEY RESPONSIBILITIES:

• Prepare and organize all documents required from deal origination to closing.
• Assist in creating financial models and basic analysis for transactions.
• Draft and format reports and presentations for clients and potential investors.
• Support Traders with administrative tasks such as filing, printing, an...