Equity Sales Job Description

Equity Sales Job Description

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Equity sales provides efficient and accurate support to Roynat Equity Partners through financial modeling, market research & screening, due diligence, investment summaries and portfolio management.

Equity Sales Duties & Responsibilities

To write an effective equity sales job description, begin by listing detailed duties, responsibilities and expectations. We have included equity sales job description templates that you can modify and use.

Sample responsibilities for this position include:

Monitor ongoing market opportunity, client structure, understand and analyze client’s demand and investment objective, liaise with structuring desk to propose idea generation, illustrate trade strategies and ideas to client, follow up progress and holdings closely till execution, and provide proper after-trade service
Main coverage of asset managers, trust & insurance companies and other non-banking institutions including corporates
Liaise with equity research analysts, host corporate and participate in marketing and roadshow events
Supporting Senior Salesperson with their day-day operations
Collaborate with marketing, product origination and legal to assist in the development of, or sourcing of client and internal materials necessary to communicate our message
Create AI Specialist Sales Guides and other materials for new product launches
Ensure proper approvals from legal, risk, and compliance as required prior to trading
Develops, maintains, and monitors pricing models and initiates trade corrections/price improvements as necessary
Support the equities team on the day-to-day client activities and strategic initiatives
Assist the team with analyst marketing and corporate events

Equity Sales Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Equity Sales

List any licenses or certifications required by the position: CMFAS, CFA, CCA

Education for Equity Sales

Typically a job would require a certain level of education.

Employers hiring for the equity sales job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Economics, Business, Mathematics, Education, Accounting, Engineering, Management, MBA, Trades

Skills for Equity Sales

Desired skills for equity sales include:

Equity research
Financial products
Industry sector
Investment banking
Microsoft Excel
Bloomberg
Mortgage products and programs
Word and PowerPoint
Market
Banking

Desired experience for equity sales includes:

Self-starter that is professional and able to work well in a team environment
Working knowledge of the equity/capital markets
Proven ability to develop, nurture and monetize “trusted advisor” client relationships with executives
MBA degree, with a Finance focus 14 years of related work experience
5+ years of Equity Derivative Sales experience
Strong research and analytical experience

Equity Sales Examples

1

Equity Sales Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of equity sales. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for equity sales
  • Opportunity to take on primary account coverage back up support
  • Provide clients with firm resources and identify revenue opportunities
  • 3-5 years of experience in an Institutional Equities Sales role, ideally selling European equities to US based clients
  • Highly developed sales, persuasion and negotiation skills, with strong client relationships (preference will be given to candidates who have strong hedge fund relationships)
  • A university degree in a relevant discipline required
  • Have the opportunity to work within an established brand and sales team
  • Take on sales of equity products to your own client base
  • Be responsible for delivering consistent daily coverage supported by our strong Research capability
  • Coverage of institutions for equity derivative products
  • Coverage will be across all major institutional client types (Banks, Hedge Funds, Private Equity, Asset Managers, Insurance companies)
Qualifications for equity sales
  • Client interaction, trade execution and technical skills
  • Project management & business planning experience
  • Proficient skills with Excel & Powerpoint
  • Advanced concepts, principles and practices of sales and marketing
  • Curious about macro events, industries, businesses, and markets
  • Local knowledge of the following ASEAN markets, Indonesia, Malaysia, Singapore
2

Equity Sales Job Description

Job Description Example
Our growing company is hiring for an equity sales. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for equity sales
  • Back-up and Co-coverage on sovereign funds and banks in China
  • Collaborate with structuring, trading, sales support, trading support, operations, documentation, credit, risk management, legal, compliance, marketing and other internal departments to optimize product diversity & service delivery efficiency
  • Work closely with the global and regional teams to unlock the potential within China and co-ordinate cross-selling opportunities within the Firm*LI-JG1
  • Support senior sales staff in building relationships with institutional clients & provide investment advice on global equities, macro & strategy research
  • Liaise with research team to provide high caliber information to clients
  • Database management and client administration
  • Support senior sales staff in building relationships with institutional clients & hedge funds, and provide investment advice on global equities, macro & strategy research
  • Liaise with research teams to provide high quality information to clients
  • A minimum of 5 years of experience in an Institutional Equities Sales role, ideally selling US equities to US based clients
  • A minimum of 3 years of experience in an Institutional Equities Sales role, ideally selling US equities to Canadian based clients
Qualifications for equity sales
  • Have at least a strong Bachelors degree in a numerical or analytical subject
  • Preferably have a CFA designation, although not essential
  • Be entrepreneurial, highly numerate and possess strong quantitative skills
  • Have the ability to work with multiple groups across reporting lines
  • Have excellent organisational and presentation skills
  • Qualify direct inbound interest develop method for expansion of initiative through multiple avenues
3

Equity Sales Job Description

Job Description Example
Our company is looking to fill the role of equity sales. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for equity sales
  • Local and regional based HFs and LO Asset Managers trading via swap
  • Regional insurers, SWFs and pensions trading equity/beta product
  • Private Banks and other pooled vehicles for private wealth
  • Fluent in Mandarin (written and verbal requirement) with Cantonese and other languages beneficial, with a willingness and ability to travel
  • Able to write and present effectively, adapting style and content to the target audience
  • Self-motivated with a structured approach and strong analytical skills
  • Able to multi-task different projects and prioritise these against tight deadlines
  • A reliable team player ideally with international experience, motivated to work in an international and diverse trading floor environment
  • Financial Conduct Authority (FCA) registered or willing to undergo FCA registration
  • Working with the European Flow Salespeople, assisting the pricing of Equity derivatives flow trades in a fast paced environment
Qualifications for equity sales
  • Existing Clients in Insurance, Pension, Endowment, & Family Office
  • A Degree or equivalent in Finance that covers Equities, Fixed income, Derivative Products General Valuation is a requirement
  • At least 5 years equity sales experience
  • Optimize our footprint within existing clients, acquiring new clients
  • Generate investment ideas and distribute them externally and internally
  • Be aware of the needs and interests of the individual portfolio managers and buy side analysts and allocate resources accordingly
4

Equity Sales Job Description

Job Description Example
Our growing company is looking for an equity sales. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for equity sales
  • Assisting with trade booking, processing and client service queries
  • Development of desk marketing materials, pitch books and supporting client meetings and roadshows
  • Assisting with client onboarding processes liaising with Clients and internal support groups
  • Helping to Sales monitor the markets and manage salespeople business flow
  • Manage relationships with the sales team and the trading desk with external clients
  • Submit a covering letter and concise resume as one Word or PDF-formatted document
  • Hold appropriate tertiary qualification in a relevant discipline
  • Demonstrate a stable and progressive work history to date with approximately 3+ years experience as noted above being able to substantiate a strong track record in sales
  • Work with UK and continental sales team to solicit quarterly ideas from premier US analysts and assist in constructing the best ideas portfolios
  • Manage and oversee key client relationships
Qualifications for equity sales
  • High degree of initiative and must be a self-motivator
  • At least one year of sales experience gained from working in a high quality investment bank or wealth management firm
  • Individuals should ideally have extensive experience in dealing with clients
  • Fluent English and native Mandarin speaker
  • Fund and QDII products knowledge and experience preferred
  • Self-motivated individual, with a commitment to excellence
5

Equity Sales Job Description

Job Description Example
Our company is growing rapidly and is hiring for an equity sales. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for equity sales
  • Responsible for true business development to Hedge Funds and Private Equity Funds
  • Build relationships with other parts of the Bank and leverage those wider Bank relationships in order to win new mandates
  • Cross sell other Bank products to the Fund Services client base
  • Participate in the Priority Account Captain initiative in GTB by representing Fund Services
  • Develop the sales pipeline through proactively identifying prospects, opportunity/lead development, cold calling, networking and developing contacts
  • Engage with senior decision makers and other key personnel at investment managers
  • Collaborate closely with delivery teams to onboard clients as efficiently as possible
  • Time to Approve/Book
  • Providing regular pipeline updates to management
  • Front line coaching to increase number of incoming Home Equity applications
Qualifications for equity sales
  • Sales experience and Derivatives Knowledge
  • Requires a Bachelor’s degree in Business, Economics, Engineering, or related field of study
  • CFA, MBA, MFIN preferred
  • A self-starter with a strong attention to details, ability to multitask and enjoys problem solving
  • Bachelor's degree or equivalent in Finance or related subject required
  • High Standard of English required, Mandarin speaker would be an advantage

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