Equity Sales Assistant

Job Description

Our client, a Boutique investment bank, seeks an Institutional Equity Sales Assistant to support its Institutional Equity Sales Desk.

2-4 years of experience supporting an institutional sales desk, corporate access, and Investor Relations.

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• Support senior salespeople in covering institutional investors and responding to client requests.
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• Support research launches, earnings updates, thematic reports, conferences, and other significant events.
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• Gradually assume responsibility for selected accounts as product knowledge, judgment, licensing, and client readiness develop.
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• Support analyst marketing, non-deal roadshows, management meetings, conferences, investor days, thematic calls, field trips, and other client events.
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• Maintain accurate CRM records covering client interactions, research readership, meeting participation, investment interests, coverage assignments, and follow-up activity.
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• Job Qualifications:
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• Bachelor’s degree and 2-4+ years of relevant experience in institutional equities, equity research, sales and trading, corporate access, investor relations, investment banking, asset management, or a comparable client-facing financial-services environment.
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• Excellent written and verbal communication skills, with strong professional judgment and discretion.
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• Highly organized, detail-oriented, responsive, and able to manage competing priorities with consistent follow-through.
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• Strong Excel skills and proficiency in PowerPoint, Word, and Outlook; familiarity with Bloomberg, FactSet, CRM systems, broker-vote tools, or corporate-access platforms is a plus.
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• Ability to build effective relationships across Research, Sales, Trading, Corporate Access, Capital Markets, and Investment Banking.
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