Develop and manage relationships with domestic institutional investors, including asset management companies, life insurers, trust banks, hedge funds, and other financial institutions, with primary coverage of foreign equities across the U.S., Europe, and Asia, alongside coverage of Japanese equities.
Serve as the day-to-day point of contact for clients, delivering timely market color, investment ideas, product updates, and responsive execution support in order to strengthen client engagement and sustain or improve broker vote / broker review outcomes.
Identify, originate, and onboard new institutional client accounts by proactively mapping target clients, building relationships with key decision-makers, and coordinating internal processes required for account opening and coverage initiation.
Coordinate and support the successful execution of client-facing events, including non-deal roadshows, bespoke investor meetings, group calls, corporate access opportunities, and other marketing initiatives, ensuring a high standard of delivery and follow-through.
Partner closely with research analysts, sales trading, and other equity platform colleagues to provide clients with differentiated content, actionable insights, and seamless access to the firm’s broader equity capabilities.
Work collaboratively across business lines, including FICC, Equity Derivatives, Investment Banking, and other relevant departments, to identify cross-selling opportunities and deliver integrated solutions tailored to institutional client needs.
Maintain a strong understanding of KYC, account documentation, and internal compliance requirements, supporting the client onboarding and review process to ensure all regulatory and internal standards are met efficiently and accurately.
Monitor client activity, coverage progress, and market developments on an ongoing basis, maintaining high-quality internal records and pipeline visibility while contributing to broader franchise growth through disciplined coverage planning and idea generation.
Requirements
Bachelor’s degree
Minimum 2 years of relevant experience as front office sales;
