Equity Sales Associate

Jefferies Financial Group • New York, NY

1d • Onsite

About The Position

The Institutional Equity Hedge Fund Sales team is seeking an Associate-level Equity Sales professional to join its New York office. The individual will work alongside senior salespeople covering large institutional hedge fund clients, with a particular focus on platform and multi-manager hedge funds. The role suits a professional with 3–6 years of relevant institutional equities experience, an understanding of hedge fund clients, and experience supporting or directly covering sophisticated investment professionals. It offers the opportunity to assume increasing client responsibility and develop into a more senior equity sales position.

Requirements

• Bachelor’s degree required.
• 3–6 years of experience in institutional equity sales, equity sales trading, or a closely related institutional equities role.
• Strong understanding of U.S. equities, equity markets, and the institutional investment process.
• Ability to discuss stocks, market themes, research, and relevant investment ideas with sophisticated clients.
• Strong interpersonal and communication skills, with the ability to build relationships across a diverse institutional client base.
• Highly organized, with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment.
• Commercial, resourceful, and motivated self-starter who works effectively both independently and as part of a team.

Nice To Haves

• Experience covering or interacting with hedge funds, particularly platform or multi-manager hedge funds.
• Series 7 and 63 licenses.

Responsibilities

• Partner with senior salespeople to cover institutional hedge fund clients, particularly large platform and multi-manager accounts.
• Develop and maintain relationships with portfolio managers, analysts, traders, and other investment professionals across client organizations.
• Communicate relevant equity research, market color, stock ideas, and investment themes to clients.
• Assist clients with corporate access, conferences, summits, management meetings, and Equity Capital Markets transactions.
• Coordinate internally across research, trading, corporate access, and ECM to provide clients with relevant content and resources.
• Maintain strong organization around client interactions, account activity, research subscriptions, and broader coverage efforts.
• Take on increasing ownership of client relationships and grow into independently presenting ideas and engaging with hedge fund investors.
• Demonstrate a proactive, commercial mindset and identify opportunities to deepen client relationships.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level