Institutional Equity Sales

Blue Signal Search; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Blue Signal Search is seeking an Institutional Equity Sales professional to join a high-performing investment research platform serving sophisticated institutional investors in New York City.

Role emphasizes translating research into compelling conversations, cultivating relationships, and delivering market perspectives across major global markets. On-site five days per week with a collaborative, performance-driven culture.

Qualifications

• 2 to 5 years of institutional equity research sales or related client‑facing experience.
• Strong understanding of equity markets, fundamental research, short selling, and risk/return drivers.
• Excellent written and verbal communication; proficient with Bloomberg.
• Experience with hedge funds or established relationships with fundamental equity investors is valued.
• Familiarity with major public equity sectors such as technology, industrials, healthcare or consumer.

Responsibilities

• Cultivate strategic connections across the institutional investment community, focusing on fundamental equity funds.
• Translate short‑oriented research into compelling client conversations, explaining thesis, catalysts, valuation, risks.
• Match investment ideas to clients based on strategies, portfolios and current interests.
• Deliver timely research and market perspectives via calls, meetings, email, Bloomberg and other channels.
• Collaborate with research professionals to stay current on theses and market conditions.
• Establish credibility as a responsive commercial partner while adhering to regulatory requirements.

Skills

Institutional equity sales experience

Equity markets knowledge

Excellent written and verbal skills

Bloomberg proficiency

Hedge funds relationships experience

Public equity sector familiarity

Tools

Bloomberg

Job description

Our client is seeking an Institutional Equity Sales professional to join a high-performing investment research platform serving sophisticated institutional investors. This is an opportunity to sit at the intersection of differentiated fundamental research, short-oriented investing, and relationship-driven sales. The successful candidate will work directly with buy-side professionals, turn complex research into compelling investment conversations, and build trusted relationships with investors navigating dynamic equity markets.

This Role Offers:

• Competitive compensation with the opportunity to build a career in a specialized segment of institutional finance.
• A research-driven environment where intellectual curiosity and commercial instincts are equally valued.
• Close partnership with experienced investment research professionals and direct access to actionable market perspectives.
• Opportunity to strengthen and expand relationships with institutional investors across major global markets.
• High visibility and meaningful ownership of client relationships in a collaborative, performance-focused organization.

Focus:

• Cultivate strategic connections across the institutional investment community, with an emphasis on fundamental equity funds and sophisticated asset managers.
• Translate short-oriented fundamental research into compelling client conversations, clearly explaining the thesis, potential catalysts, valuation considerations, downside factors, and key risks.
• Match investment ideas and research themes to individual clients based on their strategies, portfolio positioning, investment processes, and current areas of interest.
• Deliver timely research and market perspectives through calls, meetings, email, Bloomberg, and other professional client communication channels.
• Partner closely with research professionals to stay current on developing theses, changing market conditions, and new information relevant to client portfolios.
• Develop credibility as a responsive commercial partner who can quickly assess research and determine which ideas are most relevant to specific investors.
• Maintain a high standard of professionalism and judgment while conducting client activities within applicable regulatory and compliance requirements.

Skill Set:

• 2 to 5 years of institutional equity research sales, equity sales, or closely related client-facing experience.
• Strong understanding of equity markets, fundamental research, short selling, and the drivers of risk and return in short positions.
• Strong judgment in assessing investment research and translating detailed findings into clear, persuasive insights for sophisticated market participants.
• Excellent written and verbal communication skills, including professional use of email and Bloomberg.
• Experience working with long/short hedge funds or established relationships with fundamental equity investors is highly valued.
• Familiarity with major public equity sectors, such as technology, industrials, healthcare, or consumer businesses, is beneficial.
• Ability and willingness to work on-site in the New York City office five days per week.

About Blue Signal:

Blue Signal is an award-winning, executive search firm specializing in sales & business development recruiting. We have a strong track record of finding top-performing talent in areas such as sales leadership, account management, and business development strategy. Learn more at bit.ly/3NNY1wM