Institutional TMT Sales Specialist
About The Position
We are seeking a driven and knowledgeable Institutional TMT Sales Professional to join our growing Equities TMT Sales team. This role is ideal for a candidate who has built a strong foundation in institutional TMT sales or TMT research and is ready to transition into a broader equities sales platform. The successful candidate will leverage deep TMT sector expertise to serve institutional clients, support equity capital markets activity, and contribute to the continued growth of our TMT franchise across domestic and international markets. You will work closely with senior sales professionals, research analysts, and investment banking teams to deliver differentiated investment ideas and TMT sector insights to a diverse base of institutional clients, including hedge funds, long-only funds, sovereign wealth funds, and multi-strategy funds.
Requirements
- Bachelor’s degree in business administration, economics, finance or master’s degree (MBA or equivalent) in Business Administration, Economics, Finance, or closely related field preferred, FINRA Series 7 and Series 63 licenses required, or willingness to obtain upon hire
- 3–5 years of deep institutional TMT sales or TMT research and sector experience, with demonstrated knowledge of the TMT sector and its investment landscape
- Experience working with hedge funds, long-only funds, sovereign wealth funds, and/or multi-strategy funds as it relates to investment decision-making in the TMT space
- Familiarity with sell-side equity research analysis and the ability to synthesize and communicate research-driven investment ideas
- Exposure to equity capital markets transactions, including IPOs, follow-on offerings, and roadshows, in partnership with investment banking teams
- Experience supporting or managing TMT sector marketing initiatives, including conferences, NDRs, and analyst marketing
- Strong client connectivity and relationship-building skills, with a proven ability to develop and maintain relationships with TMT -focused institutional investors
- Excellent verbal and written communication skills, including the ability to present investment ideas clearly and persuasively to institutional audiences
- Self-starter mentality 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 domestically and internationally to meet with current and prospective clients
Responsibilities
- Support the development of the firm's TMT equities business across our global account base by engaging institutional clients with timely, relevant investment ideas and market commentary
- Provide specialist investment guidance to TMT sector institutional investors, assessing market trends, identifying investment opportunities, and communicating strategic recommendations
- Market TMT-specific equity products to major institutional clients, including roadshows, IPOs, follow-on Offerings, and firm research product
- Build and manage client relationships with TMT-focused institutional investors, serving as a trusted point of contact and ensuring the firm maintains its status as a valued partner
- Collaborate with research analysts and investment banking teams to pitch and support the execution of equity capital markets transactions within the TMT sector
- Develop a deep understanding of clients’ investment styles and needs to provide tailored solutions
- Assist in managing TMT sector marketing strategy, including investor conferences, analyst marketing events, and Non-Deal Roadshows (NDRs)
- Develop and expand knowledge of global TMT market dynamics, including the positioning of private and public TMT companies within institutional investment portfolios and the broader stock market
- Support account management of specialist TMT accounts, ensuring consistent client engagement and high service standards by driving sales of securities and facilitate meetings, conference calls, and delivery of research
- Stay informed on market trends, client strategies, and competitor activities to identify opportunities.
- Contribute to TMT sector distribution efforts across the broader equities platform by coordinating with corporate access and equities management teams
- Participate in public-facing TMT sector discussions and industry events to help elevate the firm's brand and share market expertise
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
