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This is a two-year development role designed to provide hands-on exposure to the equity markets, institutional client coverage, and trade execution. It is ideal for individuals interested in financial markets who thrive in a fast-paced, team-oriented environment and are eager to build strong client relationships over time. The analyst will work closely with the Head of Sales-Trading, senior sales-traders, traders, and research professionals to facilitate client activity, generate actionable market insights, and develop the foundational skills required for a career in institutional equities.

Responsibilities

include but may not be limited to: 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 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

S. without sponsorship now or in the future #LI-CG1 #LI-Hybrid A reasonable estimate of the current base salary range at time of posting is below.

, market considerations and, if applicable, the location of the position. This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives.

Requirements

and internal compliance policies Continuously develop knowledge of equity market structure, trading mechanics, and institutional client needs

Qualifications

Compensation

Benefits

. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job

Junior Equity Sales-Trading Analyst - San Francisco