Equity Sales Representative

Stephens Inc. Chicago , IL 60602

Posted 2 weeks ago

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Work in a structured team environment to support existing and prospective client relationships.

  • Provide vision to accurately match our investment ideas with client's objectives. Review customer portfolios and based on the institution's stated investment objectives, financial position, resources and assets available to invest, provide information and advice on the purchase and sale of securities.

  • Effectively host analyst and company management teams with clients, for meetings, dinners and other events.

  • Complete projects and provide support to Institutional Sales team.

  • Participate in conference calls, team meetings, company meetings, etc.

  • Solve routine and difficult problems that might arise in normal day to day business.

  • Continually learn and maintain a high level of understating for our research products.

  • Write and verbally deliver concise summaries of our research for utilization by the team.

  • Compile data and perform scenario analysis on the companies followed by our Research teams.

  • Remain current on industry rules and regulations to ensure compliance.

  • Perform any other related duties as required or assigned.

EDUCATION AND EXPERIENCE

Broad knowledge of such fields as accounting, marketing, business administration, finance, etc. Equivalent to a four year college degree, plus one to five years of related experience and/or training, or equivalent combination of education and experience.

REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS

Series 7, Series 63 required

SOFTWARE SKILLS REQUIRED

  • Advanced: Spreadsheet, Word Processing/Typing

  • Intermediate: Alphanumeric Data Entry, Contact Management

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Equity Sales Associate

Stephens Inc.

Posted 2 weeks ago

VIEW JOBS 9/7/2019 12:00:00 AM 2019-12-06T00:00 ESSENTIAL DUTIES AND RESPONSIBILITIES * Work in a structured team environment to support existing and prospective client relationships. * Provide vision to accurately match our investment ideas with client's objectives. Review customer portfolios and based on the institution's stated investment objectives, financial position, resources and assets available to invest, provide information and advice on the purchase and sale of securities. * Effectively host analyst and company management teams with clients, for meetings, dinners and other events. * Complete projects and provide support to Institutional Sales team. * Participate in conference calls, team meetings, company meetings, etc. * Solve routine and difficult problems that might arise in normal day to day business. * Continually learn and maintain a high level of understating for our research products. * Write and verbally deliver concise summaries of our research for utilization by the team. * Compile data and perform scenario analysis on the companies followed by our Research teams. * Remain current on industry rules and regulations to ensure compliance. * Perform any other related duties as required or assigned. EDUCATION AND EXPERIENCE Broad knowledge of such fields as accounting, marketing, business administration, finance, etc. Equivalent to a four year college degree, plus one to five years of related experience and/or training, or equivalent combination of education and experience. REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS Series 7, Series 63 required SOFTWARE SKILLS REQUIRED * Advanced: Spreadsheet, Word Processing/Typing * Intermediate: Alphanumeric Data Entry, Contact Management Stephens Inc. Chicago IL

Equity Sales Representative

Stephens Inc.