Institutional Sales – Hedge Funds & Mutual Funds

About the role

Cleveland Research Company is an employee-owned, independent equity research firm based in Cleveland, Ohio. Founded in 2006, we provide differentiated, channel-check-based research to institutional investors, covering over 250 companies.

Responsibilities

• Strengthen and deepen client relationships, driving usage of CRC’s channel research and becoming a trusted, responsive point of contact for the investors you cover
• Develop genuine command of the companies and industries we follow, translating our research into the ideas and trends your clients care about most
• Master what makes CRC’s channel-check process unique and learn to articulate that edge to demanding institutional clients
• Help identify and develop prospective clients while growing share with existing ones
• Take initiative, spotting new ways and new products to serve clients better and bringing those ideas forward
• Travel to and participate in client meetings alongside CRC senior analysts and C-level management teams of the companies we cover
• Complete a structured onboarding program of classroom-style training and hands-on job shadowing across our sales and research teams
• Earn your FINRA licenses by passing the SIE, Series 7, and Series 63 exams – fully sponsored and supported by CRC
• Participate in regular analytical discussions with CRC’s senior leadership, including direct exposure to how we form and defend our research views
• Begin building your own book of client relationships

Qualifications

• An undergraduate or graduate degree, ideally in business, economics, or a related field
• 0-3 years of experience (backgrounds from finance, consulting, business development, sales, or another client-facing role are a plus, but we hire for trajectory, not just resume)
• Real intellectual curiosity about markets, companies, and what actually drives them
• Strong analytical instincts and the ability to manage multiple priorities with minimal supervision
• Excellent written and verbal communication skills – comfortable being client-facing early

Benefits

Competitive base salary plus performance bonus, fully paid health insurance, 401(k) match, and additional perks.