Institutional Equity Sales (New York City, NY)

Institutional Equity Sales

New York City, NY

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