Associate - Institutional Equity Sales
Core
Expand and establish business relationships with institutional accounts (Mutual funds, Hedge funds, Insurance, Pensions, Banks, Family offices) and present investment opportunities on products and services.
Role type
Associate - Institutional Equity Sales
Builds
Sales plans and client engagement strategies for designated markets and regions
Domain
Financial Services / Institutional Equity Sales
Deliverable
client delivery
Required skills
Institutional client relationship management, equity research presentation, sales planning, client meeting facilitation, market analysis
Preferred skills
Equity financing expertise, structured products knowledge, regional family office coverage, corporate coverage
Technologies
N/A
Responsibilities
Pitch equity research and ideas, conduct client meetings/calls, address client requests, execute sales plan, cover designated market and region
Seniority
Mid-level, independent contributor