Equity Research Sales Associate, Mid Level
Listed on 2026-09-14
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Finance & Banking
Financial Sales, Capital Markets
Overview
At Susquehanna, we place a high value on continued education and professional development. As an experienced Research Sales Associate, you will draw on your existing knowledge of equity research, options theory and implementation, client management and engagement, and the broader capital markets to deliver immediate value to our institutional clients. You will further sharpen your expertise in financial analysis and derivatives strategy, deepening your ability to effectively communicate Susquehanna’s product to our institutional client base.
Research Sales Associates are expected to currently hold their Series 7 and 63 licenses, and are encouraged to be progressing through the CFA curriculum.
- Assist in marketing SIG’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.
- Cover and Co-cover a suite of Susquehanna’s diverse institutional clients delivering Research, Derivative Strategy, Market Intelligence, Corporate Access events while strengthening our firm-to-firm relationship.
- 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.
At Susquehanna, we place a high value on continued education and professional development. As an experienced Research Sales Associate, you will draw on your existing knowledge of equity research, options theory and implementation, client management and engagement, and the broader capital markets to deliver immediate value to our institutional clients. You will further sharpen your expertise in financial analysis and derivatives strategy, deepening your ability to effectively communicate Susquehanna’s product to our institutional client base.
Research Sales Associates are expected to currently hold their Series 7 and 63 licenses, and are encouraged to be progressing through the CFA curriculum.
In This Role You Will- Assist in marketing SIG’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.
- Cover and Co-cover a suite of Susquehanna’s diverse institutional clients delivering Research, Derivative Strategy, Market Intelligence, Corporate Access events while strengthening our firm-to-firm relationship.
- 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…
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