Equity Sales Associate
Core
Associate-level Equity Sales professional supporting large institutional hedge fund clients, particularly platform and multi-manager accounts.
Role type
Associate-level Equity Sales Associate
Builds
Client relationships, research distribution, and ECM transaction support for institutional investors
Domain
Financial Services / Institutional Equity Sales
Deliverable
client delivery
Required skills
Institutional equity sales experience, hedge fund client base knowledge, equity research communication, corporate access coordination, ECM transaction support, relationship management, organization, commercial mindset
Preferred skills
Platform/multi-manager hedge fund experience, Series 7 and 63 licenses
Technologies
Equity research platforms, ECM transaction systems
Responsibilities
Partner with senior salespeople to cover institutional hedge fund clients, Develop and maintain relationships with portfolio managers and traders, Communicate equity research and market color to clients, Assist clients with corporate access and ECM transactions, Coordinate internally across research and trading, Maintain organization around client interactions and account activity
Seniority
Associate, hands-on IC