Institutional Equity Sales – Analyst
at J.P. Morgan
Posted 16 days ago
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Join the Institutional Equity Sales team to support senior salespeople in maintaining and developing investor client relationships, attending corporate presentations, and providing backup coverage. The role involves generating ideas and market insight across a broad range of clients while collaborating closely with trading, research, banking, and syndicate teams. Strong communication, organization, and product/market knowledge are required, along with proficiency in Bloomberg and Microsoft Office. Series 7 & 63 licenses are preferred but candidates may be expected to obtain them if not already held.
- Compensation
- Not specified
- City
- San Francisco
- Country
- United States
Currency: Not specified
Full Job Description
Location: San Francisco, CA, United States
As an Analyst or Associate in Institutional Equity Sales you will be responsible for partnering with a team of senior equity salespeople, helping to maintain and develop key investor client relationships. We are looking for someone with a strong intellectual curiosity, a passion for equity markets, a high degree of organization and attention to detail, and the ability to perform well under high pressure situations with the appropriate degree of urgency.
Job Responsibilities:
- Supporting senior equity salespeople, attending corporate management IPO and follow-on presentations, backup coverage of existing equity relationships
- Navigate products effectively across a broad range of clients (asset managers, insurance accounts, pension funds, banks, sovereign wealth funds, hedge funds etc.) along with idea generation and market insight
- Bring a collaborative approach working with our business partners in trading, research, banking, and syndicate to provide comprehensive client coverage across the platform
Required qualifications, capabilities, and skills:
- Experience in sales
- Hard working and self-motivated team player, works well in small groups, collaborates well with partners in Research, Trading, and Capital markets
- Critical thinker with the goal to help motivate stock idea generations and themes for clients
- Understanding of fundamental product knowledge and market structure
- Clear, logical thinker with strong qualitative skill set including effective communication and presentation
- Proficiency in Bloomberg, Microsoft Excel, Word and PowerPoint
Preferred qualifications, capabilities, and skills:
- Series 7 & 63 license preferred but not required initially. Expect candidate to complete these licenses if they do not have them already.
Join our Institutional Equity Sales Team!
