Equity Research Sales Associate, Mid Level (AI)

Location: New York, New York; onsite on the NYC Trading Floor. The role will not require sponsorship now or in the future.

Annual base pay: $150,000–$200,000 plus discretionary bonus and benefits.

Company

Susquehanna Financial Group provides independent equity research, listed-options analysis, market intelligence, and derivative content to US institutional clients including hedge funds, mutual funds, pension and endowment funds, and family offices.

What you will do

• Market fundamental equity research and derivative content through daily sales calls, conference calls, analyst meetings, and events.
• Cover and co-cover institutional clients while delivering research, derivative strategy, market intelligence, and corporate access services.
• Coordinate client requests with research analysts, derivatives, market intelligence, corporate access, sales-trading, and trading teams.
• Support the origination and onboarding of new derivative and equity accounts and help develop ongoing client relationships.
• Interact with company management, institutional investors, senior salespeople, analysts, corporate access teams, and traders.
• Lead efficiency-improvement projects and implement Agentic AI to streamline daily workflows.

Requirements

• 3–5 years of experience within Finance or Sales required.
• Current Series 7 and 63 licenses required.
• Established success developing and managing institutional client relationships in a sales or client-facing capacity.
• Strong communication skills and the ability to interact effectively with clients and all organizational levels.
• Strong quantitative and analytical skills.
• Excellent research, writing, organizational, and attention-to-detail skills.
• Experience or willingness to learn the intricacies and application of Agentic AI for workflow efficiency and innovation.
• Resourceful, independent, self-starting approach with energy, drive, and motivation to excel.
• Passion for financial markets, derivatives, and equities.
• Ability to multitask in a fast-paced team environment and willingness to work a demanding schedule around projects and events.
• Will not require sponsorship now or in the future.

Nice to have

• Bachelor’s degree in Finance, Economics, Engineering, Mathematics, or a related area.
• Progress toward the CFA curriculum.

Culture & Benefits

• Emphasis on continued education and professional development.
• Exposure to successful US asset managers through calls, dinners, and events.
• Collaboration across research, derivatives, market intelligence, corporate access, sales-trading, and trading functions.
• Discretionary bonus and benefits included with the compensation package.