Equity Sales Assistant
$80,000–$90,000 year
On-siteNew York City, New York, United States
Job Summary
Maintain the client CRM by extracting resource utilization data to ensure proper monetization, while identifying revenue-generating opportunities and ensuring efficient research distribution. Assist with client requests, create presentations using Excel and PowerPoint, and provide organizational support for client and industry events. Participate in ad hoc group projects to improve sales team operations. This role offers mentorship with eventual progression into a Sales Associate position within Wolfe Research's NY-based team, which produces distinguished equity research for institutional clients.
Required Qualifications
- Bachelor's Degree from an accredited College/University with a strong academic track record
- Organizational skills and strong attention to detail
- General interest in financial markets with a familiarity of equity markets and the institutional equities marketplace
- Self-starter with the ability to work both autonomously and collaboratively
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