Equity Research Sales Associate

Location: New York, New York; onsite on the NYC Trading Floor.

Annual base pay: $110,000–$120,000 plus discretionary bonus and benefits.

Company

Provides independent equity research, listed-options analysis, and market intelligence to US institutional investors, including hedge funds, mutual funds, pension and endowment funds, and family offices.

What you will do

• Market fundamental equity research and derivatives content through morning sales calls, conference calls, analyst meetings, and events.
• Support institutional client requests by collaborating with Research, Derivatives, Market Intelligence, Corporate Access, Sales-Trading, and Trading.
• Assist with the origination and onboarding of new derivative and equity accounts.
• Interact with company management and institutional investors while supporting ongoing client coverage alongside senior salespeople, analysts, corporate access, and traders.
• Lead projects that improve team efficiency and implement artificial intelligence to streamline daily workflows.
• Gain exposure to asset managers through calls, dinners, and events.

Requirements

• 0–3 years of professional experience; 1–3 years in Finance or Sales is preferred.
• Strong communication skills and the ability to interact effectively with all organizational and client levels.
• Strong quantitative and analytical skills.
• Excellent research, writing, and organizational skills with close attention to detail.
• Experience with or willingness to learn the intricacies and deep application of Agentic AI to create efficiencies, drive innovation, and streamline workflows.
• Resourcefulness, independent thinking, and a self-starting approach with the motivation to excel in an evolving industry.
• Passion for financial markets, derivatives, and equities.
• Ability to work in a fast-paced team environment and manage multiple responsibilities on the NYC Trading Floor.
• Willingness to work a demanding schedule due to a fluid project and event roster.
• Must not require sponsorship now or in the future.

Nice to have

• Bachelor's degree in Finance, Economics, Engineering, Mathematics, or a related area.
• 1–3 years of experience in Finance or Sales.

Culture & Benefits

• Structured onboarding includes education in equity research, options theory and implementation, client management, engagement, and capital markets.
• Opportunity to earn Series 7 and Series 63 licenses.
• Encouragement to begin the CFA curriculum.
• Exposure to US asset managers and collaboration across research, sales, trading, and market intelligence functions.
• Discretionary bonus and benefits are provided in addition to base pay.