Salespeople facilitate trades between institutional investors and equity traders. Salespeople are the ultimate relationship managers for their firm’s equity investors. As such, you would always look for new sales opportunities while maintaining your existing client base. This role requires a lot of phone, text, email, and in-person interfacing. Salespeople should be excellent at connecting, engaging, and carrying on a conversation.
The main purpose of equity research sales is to provide investors with detailed financial analysis and recommendations on whether to buy, hold, or sell particular investments as it applies to your client base. Banks often use equity research sales as another means of profit and supporting their clients, who do not have the capacity for in-house research. Having strong sales acumen and the ability to quickly understand clients and their research needs is important.
An equity trader performs research and analysis to decide when to buy or sell shares of a company in the equities market. In addition to common stocks, you should be comfortable trading options, futures, exchange-traded funds, and other derivatives. Candidates must have analytical and research skills and be able to outperform under pressure.
An investment asset manager manages a client or company’s assets with the goal of growing their portfolio. An asset manager protects a client against depreciation and mitigates risk. The right candidates such as yourself will be confident, self-motivated and have analytical and problem-solving skills, and will be able to work under pressure.
As an analyst, you support your colleagues, who are salesmen/women and traders with predictions based on industry trends and market conditions. There are desk and publishing analysts. Desk research analysts provide revenue trade ideas and strategies based on a variety of sectors in real-time as they sit near traders. A publishing analyst is someone, who does the roles of a general research analyst and strategist as well as providing research, written reports, and recommendations. You should have good communication skills and be able to listen well and build trust. You will be expected to produce informed opinions to support the fundamental integration of relevant insights impacting portfolio construction. As a senior analyst, you must demonstrate accountability and be willing to take initiative to continuously improve.
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