China Institutional Equity Sales Analyst/Associate – MANDARIN FLUENCY

Dawn Taylor Associates, Inc.; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

Dawn Taylor Associates is seeking a China Institutional Equity Sales Analyst or Associate for our NYC Midtown office. Fluency in Mandarin and English and U.S. work authorization are required.

The role involves developing client relationships, market research, and coordinating access activities for institutional accounts in a fast-paced environment. Required are a Bachelor’s degree in Finance/Accounting, 1–3+ years in institutional equity sales or related fields, and Series 7/63 licenses or the

Qualifications

• Bachelor’s Degree in Finance, Accounting or related major.
• 1–3+ years in institutional equity sales, client coverage or capital markets.
• Proven sales ability building trading revenues.
• Knowledge of global equity markets.
• Fluent English and Mandarin both written and spoken.
• Series 7 and 63 licenses are required or ability to obtain upon hire.

Responsibilities

• Develop client relationships and increase market share within institutional investor accounts.
• Market research, analysts, and investment ideas to clients.
• Coordinate corporate access activities, including roadshows, conferences and client trips.
• Cross-sell investment products and services.
• Target new accounts and expand coverage through business development.
• Manage account relationships.
• Research China's economic, regulatory, and market environment and share investment opportunities with clients.

Skills

Mandarin fluency

English fluency

Analytical skills

Sales ability

Financial markets knowledge

Education

Bachelor’s degree in Finance/Accounting

Tools

Series 7 license

Series 63 license

Job description

Our client, an international broker dealer, seeks a China Institutional Equity Sales Analyst or Associate for their NYC midtown office. This pivotal role requires fluency in Mandarin and English and the legal authorization to work in the U.S.

Company does not provide visa sponsorship.

Responsibilities:

• Develop client relationships and increase market share within institutional investor accounts
• Market research, analysts, and investment ideas to clients
• Coordinate corporate access activities, including roadshows, conferences and client trips
• Cross-sell investment products and services
• Target new accounts and expand coverage through business development
• Manage account relationships
• Research China's economic, regulatory, and market environment and share investment opportunities with clients

Requirements:

• Bachelor’s Degree in Finance, Accounting or related major
• 1- 3+ years of experience in institutional equity sales, client coverage or capital markets
• Proven sales ability building trading revenues
• Knowledge of global equity markets
• Strong analytical and quantitative skills
• * Fluent English and Mandarin both written and spoken *
• Series 7 and 63 licenses are required or ability to obtain upon hire