Equity Sales and Products Associate
Core
Deliver market commentary, actionable trade ideas, and positioning advice to Financial Advisors to facilitate equity sales and trading activity.
Role type
Equity Sales and Products Associate
Builds
Market commentary, trade ideas, and positioning advice for Financial Advisors
Domain
Wealth Management / Equity Markets
Deliverable
product features
Required skills
Equity market analysis, Financial Advisor relationship management, Portfolio review, AI tool utilization, Microsoft Office proficiency, Bloomberg knowledge
Preferred skills
Series 7 and 63 licenses, Deep understanding of AI tools and functionality
Responsibilities
Facilitate market dialogue and promote equity sales/trading activity with Financial Advisors, Leverage firm intellectual capital to provide tactical and thematic equity ideas, Develop relationships with Research Analysts and Sector Sales Specialists, Identify high conviction buy/sell opportunities, Communicate with Financial Advisors and clients holding large equity positions, Review client equity portfolios for tactical opportunities, Leverage AI to improve investment processes and automate business workflows