Junior Equity Sales-Trading Analyst - San Francisco

Responsibilities

• Market & Trading Coverage
• Partner with senior sales-traders with execution support, order management, and market color
• Monitor market activity, news flow, and research updates to identify actionable insights for clients
• Prepare timely summaries of key market developments, earnings announcements, and sector trends
• Support program trades and execution workflow across internal trading systems
• Track relevant economic releases, corporate news, and technical market developments throughout the trading day
• Client Engagement
• Prepare content and talking points for client interactions
• Support development of institutional client relationships through proactive communication and follow-up
• Carefully coordinate meetings, calls, and marketing initiatives with clients
• Maintain CRM notes and ensure accurate tracking of client interactions and engagement
• Research & Idea Generation
• Screen internal and external research to identify high-conviction investment ideas
• Summarize analyst views and key themes relevant to institutional investors
• Assess and synthesize market intelligence gathered from research, trading flows, and client dialogue
• Contribute to internal morning notes and market commentary distributed to clients
• Team & Project Support
• Collaborate closely with equity research, trading, and sales teams
• Complete special projects, develop client presentations, and market analysis
• Ensure adherence to regulatory requirements and internal compliance policies
• Continuously develop knowledge of equity market structure, trading mechanics, and institutional client needs

  Qualifications

  • Bachelor’s degree required (Finance, Economics, Business, Mathematics, or related field preferred)
  • Expected graduation date: Winter 2025 – Spring 2026
  • Strong interest in financial markets and institutional investment
  • Internship or prior work experience in financial services industry preferred
  • Demonstrated ability to work in a fast-paced, high-performance environment
  • Excellent written and verbal communication skills
  • Strong attention to detail and organizational ability
  • Ability to manage multiple priorities under tight deadlines
  • Team-oriented mindset with strong work ethic and intellectual curiosity
  • Proficiency in Microsoft Excel, PowerPoint, and Word
  • SIE Exam, Series 7, and Series 63 must be obtained within 150 days of employment
  • Able to work full U.S. equity market hours, beginning at 4:25 am PT, including pre-market preparation and end-of-day responsibilities
  • Must be authorized to work in the U.S. without sponsorship now or in the future