Emerging Equity Sales Associate – Build Your Own Book

Needham & Company; San Francisco (CA); On-site; USD 100,000 - 120,000; Full time

Job summary

Needham & Company, a full service investment bank in San Francisco, seeks an Institutional Junior Equity Sales Associate. You will work with senior sales staff to learn the equity research sales business, covering backup, prospecting accounts, organizing meetings, and planning events.

The role aims to develop your own client list and relationships over time. Ideal candidates have 0-2 years in financial services and/or a related undergraduate degree.

Qualifications

• 0-2 years of experience in the financial services industry.
• Undergraduate degree in a related field.
• Possession of the SIE, Series 7 and/or 63 is a plus, or willingness to complete in a timely manner.

Responsibilities

• Provide coverage backup for the Institutional Equity Sales team.
• Prospect new accounts and organize client meetings.
• Coordinate marketing meetings and analysts calls, and plan client meals/events.
• Support sales professionals and gradually build own account list and relationships.

Education

Bachelor's degree in a related field

Tools

SIE

Series 7

Series 63

Job description

Needham & Company, a full service investment bank in San Francisco, seeks an Institutional Junior Equity Sales Associate. You will work with senior sales staff to learn the equity research sales business, covering backup, prospecting accounts, organizing meetings, and planning events.

The role aims to develop your own client list and relationships over time. Ideal candidates have 0-2 years in financial services and/or a related undergraduate degree.