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Institutional Research Sales Jobs (NOW HIRING)

StoneX

Equity Research Associate

Manhattan, NY

$110K - $130K/yr

The Benchmark Company, a boutique research, sales & trading, and investment banking firm, is ... Maintaining contact with Benchmark's sales and trading platform, global institutional clients and ...

StoneX Group

Equity Research Associate

New York, NY · On-site

$110K - $130K/yr

The Benchmark Company, a boutique research, sales & trading, and investment banking firm, is ... Maintaining contact with Benchmark's sales and trading platform, global institutional clients and ...

Stonex Group, Inc.

Equity Research Associate

Manhattan, NY · On-site

$110K - $130K/yr

The Benchmark Company, a boutique research, sales & trading, and investment banking firm, is ... Maintaining contact with Benchmark's sales and trading platform, global institutional clients and ...

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Institutional Research Sales information

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How much do institutional research sales jobs pay per year?

As of Jun 12, 2026, the average yearly pay for institutional 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 are the key skills and qualifications needed to thrive as an Institutional Research Sales professional, and why are they important?

To thrive in Institutional Research Sales, you need strong financial market knowledge, analytical skills, and a track record in sales or client relationship management, often supported by a relevant degree such as finance, economics, or business. Familiarity with CRM systems, financial databases like Bloomberg or FactSet, and regulatory compliance certifications is highly valued. Exceptional communication, negotiation, and networking abilities distinguish top performers in this field. These competencies are vital for building trust with institutional clients, delivering value-driven insights, and achieving sales targets in a competitive environment.

What are some common challenges faced by professionals in Institutional Research Sales, and how can they be addressed?

Professionals in Institutional Research Sales often face challenges such as navigating complex client needs, staying updated on market trends, and differentiating their research offerings in a competitive landscape. Building strong relationships with institutional clients requires a deep understanding of their investment strategies and timely communication of relevant insights. To address these challenges, successful sales professionals proactively engage with clients, collaborate closely with research analysts, and continuously enhance their product knowledge to deliver tailored solutions.

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

AspectInstitutional Research SalesInstitutional Research Analyst
Required CredentialsBachelor's degree, sales experience, industry knowledgeBachelor's or master's degree in research, statistics, or related field
Work EnvironmentClient-facing, sales-focused, often in office or on-siteData analysis, report writing, often in office or academic setting
Employer & Industry UsageFinancial institutions, universities, research firmsUniversities, government agencies, research organizations
Common Search & ComparisonYesNo

Institutional Research Sales primarily involves selling research services or products to institutions, requiring sales skills and industry knowledge. In contrast, Institutional Research Analysts focus on analyzing data and preparing reports to support institutional decision-making. While both roles work within research environments, their core functions and skill sets differ significantly.

What is Institutional Research Sales?

Institutional Research Sales refers to the process of selling financial research products and services to institutional clients, such as investment banks, hedge funds, asset managers, and pension funds. Professionals in this field act as a bridge between research analysts and clients, providing insights, analysis, and recommendations to help clients make informed investment decisions. They are responsible for building client relationships, understanding client needs, and ensuring that the research provided meets those needs. The role requires strong communication skills, deep knowledge of financial markets, and the ability to explain complex research in a clear and actionable way.
More about Institutional Research Sales jobs
What states have the most Institutional Research Sales jobs? States with the most job openings for Institutional Research Sales jobs include:
What job categories do people searching Institutional Research Sales jobs look for? The top searched job categories for Institutional Research Sales jobs are:
Institutional Research Sales jobs near you
Equity Research Sales Associate

Equity Research Sales Associate

Susquehanna International Group, LLP

New York, NY • On-site

Internship

Posted 22 days ago

Job description

Overview
Our Equity Research Sales team markets Susquehanna's fundamental research product and Derivative content, providing our institutional clients with differentiated analysis and market intelligence. The Research Sales team is also responsible for the origination, development and management of the relationships within SFG's institutional client base.
At Susquehanna, we place a high value on education and development, especially for our early career hires. During the first year of your onboarding process into Sales, you will learn about our equity research, options theory and implementation, client management and engagement, as well as all aspects of the capital markets. You will gain exposure to financial analysis and derivatives strategy that will allow you to effectively communicate Susquehanna's product to our institutional clients. Research Sales Associates will also earn Series 7 and 63 licenses and will be encouraged to begin the CFA curriculum.
In this role you will:
  • Assist in marketing Susquehanna's differentiated, fundamental equity research product and Derivative content from a generalist sales perspective through daily morning sales calls, conference calls hosting corporate management teams and industry experts, internal analyst meetings and event marketing.
  • Work with various internal groups, such as Research Analysts, Derivatives, Market Intelligence, Corporate Access, Sales-Trading and Trading to assist with client requests.
  • Help origination and onboarding of new derivative and equity accounts through a wide range of Susquehanna's resources (Research, Market Intelligence, meetings and networking).
  • Interact with company management and institutional investors and liaise with Senior Salespeople, Research Analysts and Associates, Corporate Access and Traders to help support the desk on regular ongoing client coverage.
  • Spearhead various projects with an aim of improving efficiencies on the team.
  • Gain exposure to some of the US's most successful asset managers through the teams' calls, dinners and events.
  • Continuously find ways to utilize and implement artificial intelligence to improve and streamline daily workflows.

What we're looking for
  • Bachelor's degree in area such as Finance, Economics, Engineering or Mathematics preferred, but not required.
  • 0-3 years of professional experience, 1-3 years within Finance or Sales preferred.
  • Strong communication skills and the ability to interact effectively with all levels of our organization and our clients' firms.
  • Strong quantitative and analytical skills.
  • Excellent research, writing and organizational skills with a keen focus on attention to detail.
  • Experience or willingness to learn intricacies and deep application of Agentic AI with a purpose of creating efficiencies, driving innovation and streamlining workflow.
  • Resourceful, independent thinker and self-starter who is motivated to excel in an evolving industry. Consistently displays energy, drive and the desire to excel.
  • Passion for financial markets, derivatives and equities.
  • Ability to work in a fast-paced, team environment (the team sits on our NYC Trading Floor) multi-tasking fluidly amongst their various responsibilities.
  • Open to a demanding schedule given the group's fluid project and event roster.
  • Will not require sponsorship now or in the future.

About Susquehanna Financial Group:
Susquehanna Financial Group, LLLP (SFG) delivers grass roots independent research coverage on a universe of roughly 250 stocks across five different industry verticals. We combine that with an in-depth understanding of listed options and market intelligence to provide a more comprehensive view of what is driving equity and derivative markets. We service the US institutional account base comprised of hedge funds, mutual funds, pension/endowment funds and family offices by impacting their investment process and helping enhance their performance.
The annual base pay range for this role is $110,000 - $120,000 + discretionary bonus + benefits. Susquehanna considers factors such as scope and responsibilities of the position, work experience, education/training, key skills, as well as market and organizational considerations when extending an offer.
Susquehanna does not accept unsolicited resumes from recruiters or search firms. Any resume or referral submitted in the absence of a signed agreement will become the property of Susquehanna and no fee will be paid.

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