Equity Research - Sales Assistant
Wolfe Research is seeking a motivated Sales Assistant to join its rapidly growing Sales team in its mid-town New York office. The Sales Assistant role is a great opportunity for a strong candidate with a personality that lends itself to Sales and has a genuine interest in financial markets. The hiring Sales team is primarily responsible for providing Research Sales coverage for New York based Hedge Funds. You will be responsible for supporting the senior members of your team, while developing your sales skills and industry knowledge that you’ll need to advance into an Associate role.
Responsibilities
- Support to Senior Sales Team, including:
- Maintaining our client CRM, including extracting client resource utilization to ensure proper monetization
- Helping identify revenue generating opportunities
- Continually ensuring proper and efficient distribution of research
- Help maintain and prioritize client requests and needs
- Participate in group projects to help improve the operations of the sales force
- Responsible for creating client presentations using Microsoft Excel and Power Point
- Develop and maintain client lists within Wolfe’s CRM
- Over time, participating in client meetings and entertainment
Requirements
- A clear track record of excellence and high achievement in prior activities, including academics
- Strong organizational skills and attention to detail
- General interest in financial markets, rudimentary knowledge of equity markets and the institutional equity marketplace
- Coursework or experience should include some combination of economics and business
- Ability to work on a team – please be prepared to provide examples
- Self-motivated to learn about the markets, with an eye toward becoming an effective salesperson
- Required to successfully pass industry certifications / licenses to engage in client-facing activities, including Series 7, 63 and SIE exams