China Institutional Sales Analyst/Associate

Dawn Taylor; New York (NY); On-site; USD 90,000 - 158,000; Full time

Job summary

Dawn Taylor is seeking a China Sales Analyst or Associate for their Midtown Manhattan office to develop relationships with institutional investors and expand market share in China-related equity products. Responsibilities include market research, coordinating access activities, cross-selling investment products, and expanding coverage with new accounts.

Requirements: bachelor’s in finance or related field, 1–3+ years in institutional sales or capital markets, fluent English and Mandarin, and

Qualifications

• 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; ability to build 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.

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

Institutional sales

Client coverage

Market research

Cross-selling

Business development

Analytical skills

Fluent English

Fluent Mandarin

Series 7/63 licensing

Education

Bachelor's degree in Finance/Accounting or related major

Job description

Our client, an international broker dealer, seeks a China Sales Analyst or Associate for their NYC midtown office.

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
• Build 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

Salary range $90k-$158k based on experience