CLSA

Institutional Sales, Sales

Posted 3 Days Ago

Be an Early Applicant

Sydney, New South Wales

Senior level

Sydney, New South Wales

Senior level

The Institutional Research Salesperson will manage accounts for institutional clients, pitch stock ideas and research analysis, and work closely with sales, research, and trading teams to promote analyst connectivity and CLSA events. The role requires strong analytical skills and excellent communication to maintain relationships with clients and corporates.

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Position Description

We are looking for an experienced Institutional Research Salesperson. The role involves working with CITICS/CLSA sales team in the distribution of Australian and Offshore research product to institutional clients in Australia and offshore.

Key Areas of Responsibilities

Account management for Australian and Offshore Institutional clients
Pitch stock ideas, industry trends and research analysis to investors
Strong teamwork with both the Australian and Offshore Sales, research and trading teams
Promote analysts - increase their connectivity with institutional clients
Idea generation ‐ Sales ideas to be created on top of marketing CLSA research product
Promote CLSA/CITICS events, conferences and corporate roadshows
Facilitate distribution of the CITICs product internally and externally
Accompany clients on company visits
Maintain sound working relationships with Corporates, Clients, the Government, and industry organizations

Requirements

Bachelor degree or above in business related discipline, preferably with finance and/or accounting major.
Over 5 years experience in equity research sales .
Strong analytical skills.
Strong excel/ spreadsheet skills.
Attention to detail.
Ability to work under pressure when required.
Excellent interpersonal skills.
High sense of commercial awareness.
Excellent communication, relationship and management skills to both internal and external clients.

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Top Skills

Excel

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