Equity Sales Associate
About The Position
This role is ideal for a candidate who has a strong interest in financial markets and is ready to grow into a broader equity sales platform. The successful candidate will serve institutional clients, support equity capital markets activity, and contribute to the continued growth of our franchise across the west coast market. You will work closely with senior sales professionals, research analysts, and investment banking teams to deliver differentiated investment ideas and sector insights to a diverse base of institutional clients, including hedge funds, mutual funds, sovereign wealth funds, and multi-strategy firms. We work on “market hours” which requires the employee in the role to be up and working by 4:00am PST and in the office by 6:00am.
Requirements
- B.S. or B.A. required.
- 0–2 years of related experience (equities, banking, accounting, financial markets or investment banking) is a plus, but will actively consider recent graduates.
- Strong interest in Financial Markets, Equities, Investments
- Ability to demonstrate high achievement, particularly in a team setting
- Operates consistently with the highest degree of integrity and accountability
- Quickly builds trust across multiple constituencies
- Well organized, attention to detail
- Strong communication and professional presence with clients required
- Excellent verbal and written communication skills, including the ability to present investment ideas clearly and persuasively to institutional audiences
- Self-starter with the ability to work independently and collaboratively within a high-performance team environment
- Strong multi-tasking and prioritization skills, with the ability to manage competing deadlines in a fast-paced environment
- Willingness and ability to travel to meet with current and prospective clients
Nice To Haves
- Preferred majors include Finance, Business, Economics, or closely related Degrees.
Responsibilities
- Support the development of the firm's equities business across the West Coast by engaging institutional clients with timely, relevant investment ideas and market commentary
- Provide investment guidance to sectorized institutional investors, assessing market trends, identifying investment opportunities, and communicating strategic recommendations
- Market equity products to major institutional clients, including Non Deal Road Shows, IPOs, Follow-on Offerings, and the firm’s research product.
- Build and manage client relationships with institutional investors, serving as a trusted point of contact and ensuring the firm maintains its status as a valued partner
- Support management of accounts, ensuring consistent client engagement and high service standards
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
