Equity Research Salesperson

• Advise experienced leadership to develop client financial objectives
• Analyze gathered facts to reach a conclusion for more complex matters
• Identify opportunities to mitigate legal, regulatory, reputational, and financial risks
• Lead the strategy to gain insight into the clients financial goals that require in-depth evaluation, and deliver solutions that are long-term and large-scale
• Provide vision, direction, and expertise to experienced leaders on implementing innovative and significant business solutions for client objectives
• Engage with all levels of professionals and managers companywide and serve as a skilled advisor to leadership

7+ years of Securities Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• A BS/BA degree or higher
• Existing West Coast long-only and hedge fund relationships
• Bulge bracket experience with the ability to sell multiple equity products
• Deep knowledge of equity capital markets
• Expert in tailoring communication and distribution of the firm’s equity research product based on client needs/preferences
• Understanding of derivatives and options strategies
• Understanding of macro/credit markets
• Strong communication skills and ability to interact with clients
• Strong analytical and quantitative skills
• Effective organizational, multi-tasking, and prioritizing skills
• Strong teamwork orientation

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement