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Institutional Equity Jobs (NOW HIRING)

Td

Director, Institutional Equity Sales

Dallas, TX · Hybrid

$300K/yr

TD Securities' Midwest and Texas-based Institutional Sales team is seeking to add a senior sales ... S. equities business and highly-diverse equity research franchise, while growing our strong ...

Td

Director, Institutional Equity Sales

Chicago, IL · Hybrid

$300K/yr

TD Securities' Midwest and Texas-based Institutional Sales team is seeking to add a senior sales ... S. equities business and highly-diverse equity research franchise, while growing our strong ...

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How much do institutional equity jobs pay per year?

As of Jun 7, 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 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 are some typical daily responsibilities for professionals working in Institutional Equity?

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 is institutional equity?

Institutional equity refers to the division within investment banks or financial firms that deals with the buying, selling, and trading of equity securities (such as stocks) on behalf of institutional clients like pension funds, mutual funds, hedge funds, and insurance companies. Professionals in institutional equity facilitate large-scale transactions, provide market insights, and help clients manage their equity portfolios. This role often involves sales, trading, and research functions, and requires strong analytical skills and market knowledge.

What are the key skills and qualifications needed to thrive as an Institutional Equity professional, and why are they important?

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.
More about Institutional Equity jobs
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

Institutional Equity Sales

B. Riley Securities

New York, NY

Other

Posted 13 days ago

Job description

Position: Institutional Equity Salesperson

Company Description

B. Riley Securities provides a full suite of investment banking, corporate finance, advisory, research, and sales and trading services. Investment banking services include initial, secondary and follow-on offerings, institutional private placements, merger and acquisition (M&A) advisory, SPACs, corporate restructuring and recapitalization. B. Riley is nationally recognized and highly ranked for its proprietary small-cap equity research. 

Position Overview

We are seeking a full-time Institutional Equity Salesperson. The Salesperson will be responsible for maintaining knowledge of B Riley research, offerings and services and have a clear understanding of the investment style and needs of clients. They maintain direct contact with Institutional Investors (clients) to, among other responsibilities, facilitate meetings, conference calls, deliver written research, and develop business relationships with assigned institutional accounts Also, the successful candidate must have the capability to generate revenue at levels exceeding goals determined by firm policies, practices, and regulatory requirements. Strong communication skills are necessary as you will be expected to communicate investment ideas to institutional clients and our sales force. The successful candidate must have the ability to multi-task while under pressure and handle stressful situations in a calm and professional manner. The right candidate is a self-starter, highly motivated, and can handle multiple tasks while under little supervision. The compensation for this position is commission-based.

Key Responsibilities
  • Build and nurture relationships with institutional investors to drive sales of securities and facilitate meetings, conference calls, and delivery of research.
  • Develop a deep understanding of clients' investment styles and needs to provide tailored solutions.
  • Collaborate with the Trading Desk to resolve transaction issues and ensure seamless client experiences.
  • Achieve and exceed revenue targets through proactive client engagement and rigorous calling activity.
  • Stay informed on market trends, client strategies, and competitor activities to identify opportunities.
  • Communicate investment ideas effectively to clients and internal sales teams.
  • Train and mentor junior staff, including sales assistants, and contribute to hiring processes.
  • Provide feedback to management on departmental procedures to enhance efficiency.
  • Adhere to compliance policies and maintain high standards of client service.
Qualifications
  • 6+ years of experience in financial services or sales, with a focus on institutional sales.
  • Series 7 and 63 licenses required.
  • Proven ability to cultivate and maintain strong client relationships through proactive engagement.
  • Strong understanding of institutional sales techniques, financial markets, and processes.
  • Exceptional verbal and written communication skills, with strong negotiation and analytical abilities.
  • Ability to multitask, prioritize, and perform under pressure in a fast-paced environment.
  • Proficiency in financial software systems and a willingness to learn new tools.
  • High energy, initiative, and the ability to work independently with minimal supervision.
  • Strong interpersonal skills and experience mentoring or supervising junior staff.

 

Inclusion and Equal Opportunity Employment: B Riley Securities is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors.

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