Related skills
relationship management compliance capital markets hedge funds institutional equities📋 Description
- Maintain senior client relationships
- Execute trades and provide insights
- Deliver differentiated ideas
- Represent the firm externally
- Ensure compliance and reporting accuracy
🎯 Requirements
- 10-20+ years institutional equity sales trading experience preferred
- Established client franchise
- Strong industry reputation and integrity
- Proven relationship management
- Bachelor’s degree required
- Excellent verbal and written communications skills
- Team approach, including sharing ideas
- Intellectually curious
- Fun/engaging personality
🎁 Benefits
- Strong institutional equities momentum and growth in trading activity
- Independent firm founded in 1935 with long-term stability
- Financial advisory division (~$90B AUM) providing scale
- Highly active fixed income business with strong deal flow
- Differentiated, proprietary research platform as core strength
- Innovative product offerings, including special situations
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