Equity Sales Associate
Location: New York, NY
Experience: 3–6 years
Position
The Institutional Equity Hedge Fund Sales team is seeking an Associate-level Equity Sales professional to join the 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 ideal candidate will have 3–6 years of relevant institutional equities experience, an understanding of the hedge fund client base, and experience supporting or directly covering sophisticated investment professionals. This role offers an opportunity to take on increasing client responsibility and develop into a more senior equity sales position.
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 the ability to identify opportunities to deepen client relationships.
Qualifications
- Bachelor’s degree required.
- 3–6 years of experience in institutional equity sales, equity sales trading, or a closely related institutional equities role.
- Experience covering or interacting with hedge funds is strongly preferred, particularly platform/multi-manager hedge funds.
- 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.
- Series 7 and 63 licenses are preferred.
New York, NY Full Time Base Salary Range of $135,000-$165,000.
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