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Institutional Equity Jobs (NOW HIRING)

Roth

Institutional Equity Sales

New York, NY · On-site

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 ...

Morgan-Stanley

NY · On-site

$100 - $150/hr

The Institutional Equity Division (IED) is a global leader in the origination, distribution and trading of equity, equity-linked and equity-derivative securities. The Firm's equity Sales & Trading ...

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Institutional Equity information

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$47K

$100.2K

$143K

How much do institutional equity jobs pay per year?

As of Sep 3, 2026, the average yearly pay for institutional equity in the United States is $100,180.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,000.00 and $120,000.00 per year, depending on experience, location, and employer.

What are the typical daily responsibilities of an institutional equity professional?

Professionals in Institutional Equity typically spend their days analyzing market trends, executing large-scale trades for institutional clients, and providing tailored investment advice. They frequently communicate with portfolio managers, analysts, and trading counterparts to ensure client objectives are met efficiently and compliantly. The role also involves preparing market reports, monitoring risk exposure, and coordinating with research teams to deliver timely insights. Collaboration and adaptability are key, as priorities can shift quickly in response to market developments.

What are the key skills and qualifications needed to thrive as an institutional equity professional?

To thrive in Institutional Equity, you need strong analytical abilities, financial modeling skills, and a solid understanding of capital markets, typically supported by a finance, economics, or related degree. Familiarity with trading platforms, Bloomberg Terminal, and certifications such as CFA are commonly required. Excellent relationship management, negotiation, and communication skills help professionals build trust with institutional clients and collaborate internally. These competencies are crucial for making informed investment decisions, maintaining client relationships, and driving revenue in highly competitive financial markets.

What is the difference between Institutional Equity vs Equity Research Analyst?

AspectInstitutional EquityEquity Research Analyst
Primary FocusManaging relationships with institutional clients and executing investment strategiesAnalyzing and providing research on specific stocks or sectors
Work EnvironmentClient-facing, often within asset management firms or investment banksResearch departments, financial firms, or investment banks
Required CredentialsTypically finance or economics degree, CFA often preferredFinance, economics degree, CFA common
Industry UsageUsed in asset management, hedge funds, and investment firmsCommon in sell-side and buy-side research firms

Institutional Equity professionals focus on managing relationships with large institutional clients and executing investment strategies, while Equity Research Analysts analyze stocks and sectors to provide investment recommendations. Both roles often require similar credentials like a finance degree and CFA, but their daily tasks and client interactions differ significantly.

What does an institutional equity analyst do?

An institutional equity analyst evaluates publicly traded companies to provide investment recommendations for institutional clients such as mutual funds and pension funds. They analyze financial statements, industry trends, and economic data, often using tools like Excel and financial modeling, to assess stock performance and inform investment decisions. The role typically requires strong analytical skills, industry knowledge, and relevant certifications like the CFA.
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What states have the most Institutional Equity jobs?

States with the most job openings for Institutional Equity jobs include:

What job categories do people searching Institutional Equity jobs look for?

The top searched job categories for Institutional Equity jobs are:

Institutional Equity jobs near you
Infographic showing various Institutional Equity job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $100,180 per year, or $48.2 per hour.

Institutional Equity Sales

Roth Capital Partners

Manhattan, NY • On-site

$120 - $300/hr

Other

Posted 15 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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