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Equity Sales Analyst Jobs (NOW HIRING)

Roth

Institutional Equity Sales

New York, NY · On-site

Partner closely with research analysts, sales-trading, capital markets, and corporate access teams ... Strong knowledge of equity markets, capital markets products, and sector fundamentals across a ...

Wolfe Research

Equity Sales Assistant

Manhattan, NY · On-site

$80K - $90K/yr

Wolfe Research's analysts were voted #6 on a weighted basis for equity research during 2025 by ... sales people, and places significant emphasis and resources on mentoring talent. For more ...

Wolfe Research

Equity Sales Assistant

Manhattan, NY · Remote

$80K - $90K/yr

Wolfe Research's analysts were voted #6 on a weighted basis for equity research during 2025 by ... sales people, and places significant emphasis and resources on mentoring talent. For more ...

Page Mechanical Group, Inc.

$100 - $125/hr

... Analyst- Equity Sales with strong prompting Skill with AI and high aptitude with Excel. Applicants should be able to work in a fast-paced, growing dynamic environment, where they will develop a ...

Wedbush

Managing Director, Equity Sales

New York, NY · On-site

... Leverage CRM and analytics to track activity, manage performance, and identify revenue ... equity sales with a strong revenue track record Established institutional client relationships ...

CLSA

Japan Equity Sales, Sales

New York, NY · On-site

$179K - $200K/yr

Market CITIC CLSA research, analysts, and investment ideas to clients, converting research ... Minimum 6 years of relevant experience in institutional equity sales, client coverage or capital ...

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Equity Sales Analyst information

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$73.1K

$131.5K

How much do equity sales analyst jobs pay per year?

As of Sep 9, 2026, the average yearly pay for equity sales analyst in the United States is $73,128.00, according to ZipRecruiter salary data. Most workers in this role earn between $57,500.00 and $84,500.00 per year, depending on experience, location, and employer.

What does an equity sales analyst do?

An Equity Sales Analyst is a finance professional who analyzes stocks and market trends to provide insights and recommendations to clients or internal sales teams. They support equity sales by preparing research reports, tracking financial news, and communicating key findings. Their role often involves collaborating with traders, portfolio managers, and research analysts to deliver timely and relevant information that aids investment decisions. Equity Sales Analysts play a crucial role in helping clients understand market opportunities and risks.

How does an equity sales analyst typically collaborate with sales and research teams to support client needs?

As an Equity Sales Analyst, you will frequently work alongside both sales and research teams to deliver timely market insights and investment ideas to clients. Your responsibilities include synthesizing research reports, preparing market updates, and assisting in client communications. Effective collaboration involves quickly relaying analyst insights to sales professionals so they can tailor recommendations for clients, as well as gathering client feedback to inform future research focus. This cross-functional teamwork is essential for building strong client relationships and ensuring clients receive relevant, actionable information.

What are the key skills and qualifications needed to thrive as an equity sales analyst, and why are they important?

To thrive as an Equity Sales Analyst, you need strong analytical skills, financial market knowledge, and at least a bachelor's degree in finance, economics, or a related field. Familiarity with financial modeling software, Bloomberg Terminal, and possibly FINRA certifications is highly valuable. Excellent communication, relationship-building, and time management skills help you effectively interact with clients and internal stakeholders. These skills enable you to deliver insightful market analysis, build client trust, and drive revenue in a fast-paced investment environment.

What are popular job titles related to Equity Sales Analyst jobs?

For Equity Sales Analyst jobs, the most frequently searched job titles are:

Equity Sales Analyst jobs near you

Institutional Equity Sales

Manhattan, NY • On-site

Roth Capital Partners
See more jobs at Roth Capital Partnersexternal

Full-time

Posted 22 days ago

Job description

Roth Capital Partners, LLC is a relationship-driven investment bank focused on serving growth companies and their investors. In addition to capital markets and M&A advisory services, our full-service platform provides a variety of capital markets solutions, including high impact equity research, macroeconomic perspectives, institutional sales and trading, technical insights, derivatives strategies and corporate access. Headquartered in Newport Beach, California, Roth is a privately held, employee-owned organization and maintains offices throughout the U.S.
Roth is looking to add an Institutional Equity Sales Professional to our team. The Institutional Sales Professional is a senior, revenue-generating role responsible for building and maintaining relationships with our clients (hedge funds, family offices, mutual/pension funds & other asset managers).This role will be generalist coverage, representing the full breadth of Roth’s institutional capabilities, including equity research, corporate access, capital markets transactions (IPOs, follow-ons, blocks), and trade execution. This is a senior role, requiring individual contribution and self-driven operations, with a high degree of autonomy, commercial judgment, and cross-desk collaboration. This position may be based out of any of our U.S. Offices.
Responsibilities include (but are not limited to):
  • Originate, develop, and manage relationships with institutional investor accounts across the buy side.
  • Meet or exceed individual commission and revenue targets while managing account profitability and client servicing costs.
  • Market & distribute the firm’s equity research, corporate access events and desk strategists event driven and macro commentary. Distribute and cross-sell equity capital markets transactions; IPOs, follow-on offerings, blocks, and secondary offerings  to institutional accounts.
  • Partner closely with research analysts, sales-trading, capital markets, and corporate access teams to ensure coordinated, high-quality client coverage.
  • Maintain a deep working knowledge of covered sectors, market conditions, and portfolio manager/analyst priorities across accounts.
  • Maintain compliance with all regulatory requirements (FINRA, SEC) and internal policies governing institutional sales conduct, including information barriers and research distribution rules.
  • Represent the firm at industry conferences, non-deal roadshows, and client events.
Skills and Attributes:
  • Strong knowledge of equity markets, capital markets products, and sector fundamentals across a broad range of industries.
  • Excellent relationship management, negotiation, and communication skills, with the executive presence to engage senior portfolio managers and C-suite corporate clients.
  • Demonstrated ability to work collaboratively across research, salestrading, and capital markets desks.
Qualifications:
  • 5-10+ years of institutional equity sales experience at a bulge bracket, middle-market, or boutique investment bank.
  • Established, portable book of institutional investor relationships with a demonstrated track record of commission generation.
  • Bachelor's degree required.
  • Active Series 7 and Series 63 licenses required (or ability to obtain promptly).
  • Clean U.S. regulatory record (FINRA BrokerCheck).

Compensation:  This position is commission-based. Total compensation, including commission and any discretionary bonus, will vary based on experience, portable book of business, and individual production.
 

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