Job Details

Description

The Jr Equity Sales Representative is responsible for assisting senior team members in developing and maintaining business relationships with assigned accounts. They will assist in developing client relationships and will market the Firm's products and services.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Assist experienced sales professionals with client prospecting and client relationship management.
• Gain an understanding of client investment styles and needs.  Accompany sales professionals to client meetings.  Participate in relationship-building outings and events.
• Develop and maintain a comprehensive understanding of the Firm's equity products and pricing.
• Build an understanding of European markets, regulatory environments and cultures.
• Attend research meetings, teach-ins and listen to analyst research findings.
• Develop relationships with counterparts at client organizations.
• Earn the trust and respect of the client team through proactive communication, timely response to questions, and the provision of extra effort to ensure client satisfaction.
• Seek opportunities to convey knowledge of equity research, products, and investment opportunities to buy-side clients.
• Assist with cross-selling opportunities.
• Notify traders and more experienced staff to assist with the sales effort.
• Serve as a point of contact for clients when sales professionals are out of the office.
• Ensure all work transactions and products are aligned with firm and function policies, procedures, and standards.
• Addition responsibilities as requested.

$90,000 to $125,000 base salary

QUALITIFICATIONS

• Knowledge of the equity markets.
• Highly motivated, self-starter, and resourceful.
• Proven ability to multitask and manage changing priorities.
• Strong marketing, business development, and selling skills.
• Strong organizational and prioritization skills.
• Strong verbal and written communication skills.
• Strong problem-solving and analytical skills.
• Ability to work effectively in a team environment.

EDUCATION AND EXPERIENCE

• Minimum required: Bachelor's degree in finance or a related field.
• Minimum required: Prior experience in the financial services industry.

LICENSES AND CREDENTIALS

• Minimum required: SIE Exam, Series 7 and 63.

SYSTEMS AND TECHNOLOGY

• Proficient in Microsoft Excel, Work, PowerPoint, and Outlook.
• Salesforce experience preferred.

Behaviors

Motivations

Education

Required

Experience

Licenses & Certifications