At a Glance
- Tasks: Lead global investor outreach and deepen relationships with institutional clients.
- Company: A top independent capital markets advisory firm with a dynamic team.
- Benefits: Competitive salary, compliance support, and equal opportunity employer.
- Other info: Fast-paced environment with opportunities for professional growth.
- Why this job: Make an impact in the finance world by connecting investors with corporate clients.
- Qualifications: Proven experience in institutional equity sales and strong buy-side relationships.
The predicted salary is between 80000 - 120000 € per year.
We are a leading independent capital markets advisory firm helping public companies broaden and deepen their institutional shareholder base. Through our platform, global institutional investors gain direct access to senior management teams across 100+ small- to mega-cap companies globally. Our team is composed of senior professionals with backgrounds in institutional sales, equity research, investment banking, and investor relations.
We are seeking an experienced Institutional Equity Sales professional to lead global investor outreach on behalf of our European corporate clients. The ideal candidate brings deep buy-side relationships, a proven track record originating and marketing investment ideas, and the credibility to engage portfolio managers and analysts at leading institutional funds.
Please note: this role requires direct institutional equity sales experience. Candidates whose primary background is in sales trading or equity trading will not be considered.
Key Responsibilities:- Originate and deepen buy-side relationships across institutional fund complexes and family offices.
- Design and execute long-term investor outreach programs for corporate clients across sectors, geographies, and market capitalisations.
- Identify and engage key decision-makers — portfolio managers, analysts, and CIOs.
- Market corporate clients to qualified investors through virtual and in-person non-deal roadshows, targeted introductions, and ongoing investor dialogue.
- Monitor global market trends, sector developments, ownership shifts, and macro events, and deliver timely insights to clients and internal teams.
- Direct experience in institutional equity sales, with a demonstrated ability to originate relationships and pitch investment ideas to institutional investors.
- Established relationships across the buy-side.
- Knowledge of funds carrying global mandates preferred.
- Strong understanding of global equity markets, financial products, investment strategies, portfolio construction, and institutional decision-making processes.
- Self-starter with the ability to work independently and collaboratively in a fast-paced, high-pressure environment.
You will be employed via an Employer of Record (EOR) in the United States ensuring full local compliance and benefits. We are an equal opportunity employer and encourage all qualified candidates to apply.
Senior Institutional Equity Sales Professional employer: Rose & Company
As a leading independent capital markets advisory firm, we pride ourselves on fostering a dynamic and inclusive work culture that empowers our employees to excel in their roles. Our commitment to professional growth is evident through tailored development opportunities and a collaborative environment where innovative ideas thrive. Located in the heart of the financial district, we offer competitive benefits and the chance to engage with top-tier institutional investors, making this an exceptional place for ambitious professionals seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Institutional Equity Sales Professional
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, webinars, and conferences where you can meet potential employers and other professionals. Remember, it’s all about who you know, so don’t be shy!
✨Showcase Your Expertise
When you get the chance to chat with hiring managers or recruiters, make sure to highlight your deep buy-side relationships and past successes. Share specific examples of how you've originated and marketed investment ideas to really impress them.
✨Follow Up Like a Boss
After any meeting or networking event, send a quick follow-up email thanking them for their time. This keeps you on their radar and shows your enthusiasm for the role. Plus, it’s a great way to remind them of your skills and experience!
✨Apply Through Our Website
Don’t forget to check out our website for job openings! Applying directly through us not only shows your interest but also gives you a better chance of being noticed by our hiring team. Let’s get you that dream job!
We think you need these skills to ace Senior Institutional Equity Sales Professional
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to highlight your direct experience in institutional equity sales. We want to see how your background aligns with the key responsibilities and qualifications mentioned in the job description.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of how you've originated relationships and pitched investment ideas to institutional investors.
Showcase Your Relationships:Since established relationships across the buy-side are crucial, don’t hesitate to mention any key connections you have. We love seeing how you can leverage your network to benefit our corporate clients.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at Rose & Company
✨Know Your Market
Before the interview, dive deep into current global market trends and sector developments. Being able to discuss recent shifts and macro events will show your potential employer that you’re not just knowledgeable but also proactive in staying updated.
✨Showcase Your Relationships
Prepare to discuss your existing buy-side relationships in detail. Highlight specific examples of how you've successfully engaged portfolio managers and analysts in the past. This will demonstrate your credibility and ability to connect with key decision-makers.
✨Tailor Your Pitch
Craft a tailored pitch for the role that aligns with the company's focus on institutional equity sales. Be ready to present investment ideas that resonate with their corporate clients, showcasing your understanding of their needs and how you can meet them.
✨Demonstrate Independence and Collaboration
Be prepared to discuss instances where you've worked independently as well as collaboratively in high-pressure environments. This will illustrate your versatility and ability to thrive in the fast-paced world of institutional equity sales.
