Equity Research Sales Associate, Mid Level
Core
Mid-level sales associate supporting institutional clients with equity research and derivative strategy through daily calls, events, and account management.
Role type
Mid-level institutional sales associate (equity research & derivatives)
Builds
Institutional client relationships and firm-to-firm engagement for equity research and derivative products
Domain
Financial services, equity research, derivatives
Deliverable
client delivery
Required skills
Equity research knowledge, options theory, client management, financial analysis, derivatives strategy, quantitative analysis, research writing
Preferred skills
CFA curriculum progress, Agentic AI implementation, origination of new accounts
Technologies
Agentic AI
Responsibilities
Conduct daily morning sales calls and conference calls with corporate management; cover and co-cover institutional clients; assist internal groups with client requests; support origination and onboarding of new accounts; liaise with analysts, traders, and senior salespeople; spearhead efficiency projects.
Seniority
Mid-level, hands-on IC