Equities Sales Associate - Client Coverage & Automation

Testing Site - JPMC; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

J.P. Morgan's Equity Franchise Sales team in New York is seeking a motivated professional to cover a defined set of institutional accounts, acting as day-to-day contact and delivering timely research and access opportunities.

You will collaborate with Research, Equity Capital Markets, Corporate Access, Trading and Sales to enhance client engagement, coordinate events and use analytics to track revenue trends.

Qualifications

• 5+ years of institutional sales or client-facing markets experience.
• Knowledge of global markets; strong written and verbal communication with senior-level comfort.
• High attention to detail and organization; able to manage multiple threads and follow through.
• Team player who can collaborate across Research, Equity Capital Markets, Corporate Access, Trading and Sales.
• Tool proficiency: Bloomberg; Microsoft Excel (PivotTables, lookups), PowerPoint and Outlook; familiarity with modern LLM tools.

Responsibilities

• Client Coverage: Manage a defined set of institutional accounts; field inbound requests and coordinate responses with internal teams.
• Research Access: Coordinate research interactions in line with desk policies.
• Corporate Access and events: Coordinate event marketing and attendance with the Corporate Access team.
• Signals and Reporting: Use internal dashboards to monitor client engagement and revenue trends; produce concise updates for desk leadership on what’s working and where to adjust.
• Operational follow-through: Work with onboarding/KYC and middle/back office partners to move requests forward; use standard templates; keep stakeholders informed on status.
• Process improvement: Spot repetitive work; propose and prototype simple fixes (e.g., Excel/Power Query, basic Python/SQL where appropriate); help document playbooks so the process scales to the broader salesforce.
• Governance: Maintain accurate records in approved systems; follow information barriers, licensing and communications policies at all times.

Skills

Institutional sales experience

Client-facing markets

Bloomberg

Excel

PowerPoint

Outlook

Power Query

LLM tools

Team collaboration

Tools

Qlik Sense

Python

SQL

Job description

J.P. Morgan's Equity Franchise Sales team in New York is seeking a motivated professional to cover a defined set of institutional accounts, acting as day-to-day contact and delivering timely research and access opportunities.

You will collaborate with Research, Equity Capital Markets, Corporate Access, Trading and Sales to enhance client engagement, coordinate events and use analytics to track revenue trends.