Institutional Equity Sales
Institutional Equity Sales Trader
Investment Banking
Senior Research Analyst
Institutional Equity Sales
Primary duties and responsibilities:
- Develop a clientele of qualified institutional clients to invest in our investment recommendations and products.
- Maintain and support client relationships in order to increase sales from existing clients.
- Work with the Institutional Sales Manager to plan and implement all sales strategies related to Institutional Equity Sales and activities driven to achieve goals through account acquisition and equity building.
- Develop comprehensive sales plans and strategies to align sales activities with the overall company vision/mission.
- Support our conferences and other marketing events with a dedicated calling program.
Experience, Knowledge and Qualifications:
- Excellent communication and interpersonal skills
- Must have exemplary record of sales performance in the securities industry.
- 3+ years experience in financial services industry
- Team Player
- Series 7, 63
Institutional Equity Sales Trader
Primary duties and responsibilities:
- Develop and maintain relationships for enhanced business growth.
- Respond effectively to client inquiries pertaining to trading and market views.
Experience, Knowledge and Qualifications:
- Excellent communication and interpersonal skills.
- 3+ years of experience as Sales Trader.
- Ability to work independently in a fast-paced environment.
- Series 7, 55, 63
Investment Banking
Primary duties and responsibilities:
- Relationships with clients and sourcing potential clients.
- Lead all aspects of execution of investment banking transactions.
- Maintain a pipeline of banking transactions.
- Preparation of presentations to clients and prospective clients.
- Perform and supervise preparation of valuation analyses of clients and targets.
- Perform due diligence investigations.
Experience, Knowledge and Qualifications:
- Excellent communication and interpersonal skills.
- Experience in financial services industry.
- Highly motivated, energetic, personable and capable of managing multiple tasks.
- Series 7, 63
- Team Player
Senior Research Analyst
Primary duties and responsibilities:
- Develop a universe of coverage consistent with company goals;
- Initiating coverage on those names.
- Develop in-depth financial models.
- Meet with company management and keeping abreast of industry trends.
- Develop an investment thesis and ratings on the industry and the companies under coverage and write research and industry notes as required.
- Develop a list of portfolio managers and buy side analysts for research dissemination; and maintaining sources of information within the industry for channels checks.
Experience, Knowledge and Qualifications:
- MBA and/or a CFA
- Series 7, 63, 86 and 87 plus at least 5 years experience in equity research.
- Experience with subject sectors and a keen understanding of their operational, strategic and technology issues are required.
- Experience with a variety of business models and strong analytical abilities are required.
- Team Player