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Institutional Equity Research Sales Jobs (NOW HIRING)

Roth

Institutional Equity Sales

New York, NY · On-site

The Institutional Sales Professional is a senior, revenue-generating role responsible for building ... Market & distribute the firm's equity research, corporate access events and desk strategists event ...

New

Truist

Equity Research Associate - Biotech

New York, NY · On-site

$160K/yr

Specific activities may change from time to time. 1. Creating and publishing proprietary equity ... sales, and trading to help leverage the analyst's research product into the institutional client ...

Truist

Equity Research Associate - Biotech

New York, NY · On-site

$160K/yr

Specific activities may change from time to time. 1. Creating and publishing proprietary equity ... sales, and trading to help leverage the analyst's research product into the institutional client ...

Truist

Equity Research Associate - Biotech

New York, NY · On-site

$160K/yr

Specific activities may change from time to time. 1. Creating and publishing proprietary equity ... sales, and trading to help leverage the analyst's research product into the institutional client ...

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Institutional Equity Research Sales information

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$149.5K

$162.5K

$174K

How much do institutional equity research sales jobs pay per year?

As of Aug 21, 2026, the average yearly pay for institutional equity research sales in the United States is $162,500.00, according to ZipRecruiter salary data. Most workers in this role earn between $156,000.00 and $169,000.00 per year, depending on experience, location, and employer.

What is institutional equity research sales?

Institutional equity research sales is a specialized role within investment banks and brokerage firms that focuses on selling research insights, investment ideas, and market analysis to institutional clients such as mutual funds, pension funds, and hedge funds. Professionals in this position act as a bridge between research analysts and clients, helping translate research findings into actionable investment strategies. Their responsibilities also include maintaining client relationships, understanding client investment needs, and staying informed about market trends. This role requires strong communication skills, a deep understanding of financial markets, and the ability to interpret complex research reports.

How does an institutional equity research sales professional typically collaborate with research analysts and clients?

As an Institutional Equity Research Sales professional, you serve as a vital link between research analysts and institutional clients. You’ll regularly communicate with research teams to understand key findings and market insights, then distill and present this information to clients such as asset managers and hedge funds. Building strong relationships and tailoring research to meet client investment strategies are core responsibilities. Success in this role depends on proactive communication, deep market knowledge, and the ability to match client needs with relevant research.

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

To thrive as an Institutional Equity Research Sales professional, you need a deep understanding of financial markets, equity products, and investment strategies, typically supported by a finance or business degree. Familiarity with Bloomberg Terminal, financial modeling software, CRM systems, and relevant certifications like the Series 7 and 63 is highly valuable. Outstanding interpersonal skills, persuasive communication, and strong client relationship management are crucial for building and maintaining institutional client trust. These skills enable professionals to effectively deliver actionable research insights and drive revenue growth in a competitive environment.

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

AspectInstitutional Equity Research SalesEquity Research Analyst
Primary RoleBuild client relationships and sell research productsConducts company analysis and produces research reports
Required SkillsSales, communication, client managementFinancial analysis, valuation, industry expertise
Work EnvironmentClient-facing, sales-drivenResearch department, analytical focus
CredentialsFinance background, possibly certifications like CFAFinance degree, CFA often preferred

Institutional Equity Research Sales focuses on client relationships and selling research insights, while Equity Research Analysts analyze companies and produce detailed reports. Both roles require finance knowledge and often similar credentials, but their daily activities and interactions differ significantly.

What do you do in institutional equity research sales?

Institutional equity research sales professionals act as intermediaries between equity research analysts and institutional investors, such as asset managers and hedge funds. They communicate research insights, provide market updates, and help clients make informed investment decisions, often using financial tools and data analysis. Strong communication skills and industry knowledge are essential for success in this role.
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Institutional Equity Research Sales jobs near you
Infographic showing various Institutional Equity Research Sales job openings in the United States as of August 2026, with employment types broken down into 80% Full Time, 19% Part Time, and 1% Contract. Highlights an 78% Physical, 1% Hybrid, and 21% Remote job distribution, with an average salary of $162,500 per year, or $78.1 per hour.

Institutional Equity Sales

Roth

New York, NY • On-site

Full-time

Posted 3 days ago

New

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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