Equity Sales Resume Sample
Amy Robel
44130 Brekke Union,
Dallas,
TX
+1 (555) 768 3012
Work Experience
CIB F&bm-asia-pacific Equity Sales Business Manager VP
12/2016
-
PRESENT
Los Angeles, CA
- Have acute awareness of client trends as well as trends of client’s competitors
- Determine ways in which we can improve the firm’s service to the client and develop a systematic approach to process improvement
- Work closely with the local and domestic sales team and research analysts based in Canada on the development of key themes and trading ideas as well as with the London-based sales traders, communicating important client-based information as well as any key market related data that could have an impact on the firm’s clients
- This role is considered a Significant Harm Function, as set out within the Financial Conduct Authority’s Certification Regime and the Fitness and Propriety of the incumbent is assessed on an annual basis
- Corporate CM Marketing
- All TP LOBs
- Series 7 &63
- Understanding of Equity Capital Markets
Equity Sales
04/2013
-
09/2016
Philadelphia, PA
- Facilitate proposal process including RFP’s
- Develops relationships with MS research analysts and institutional sector sales specialists to develop a specialty in a particular sector
- Communicate regularly with advisors & clients who have large equity positions
- Interaction with the global Trading and Research franchise as well as peers in Sales
- Experience in equity sales or related fields
- Knowledge in European equity is an advantage
- Strong equity product knowledge with a commercial mindset
- Self-motivated, ambitious, independent whilst able to work in a small and international office environment
Sales Asst Institutional Equity Sales
12/2010
-
01/2013
Phoenix, AZ
- Potential to build solid relationships with buy-side institutions
- Outbound prospecting based on trigger events such as LBO’s and other transactions
- Working experience in securities sales, securities analysis and/or portfolio management
- Work in a fast-paced, high energy, transaction oriented environment
- Composure and confidence to manage conflicting priorities and multiple tasks simultaneously
- High interest in financial markets and technology industry sectors and trends
- NASD Series 7 & 63 licenses (or ability to obtain )
Education
University of Phoenix - Indianapolis Campus
2004 - 2009
Bachelor's Degree in Business
Professional Skills
- Prior experience working at a top investment bank (trading desk, sales, banking)
- Proven knowledge and experience of working with clients
- Comprehensive understanding of excel, power point, word skills and competent ability to use Bloomberg
- Social media skills in using various platforms
- French speaking skills are required
- High level motivational skills and self-starter
- Good communicational, interpersonal, and presentation skills, and be able to perform under time constraint and pressure.
How to write Equity Sales Resume
Equity Sales role is responsible for research, negotiation, media, insurance, equities, java, trading, securities, credit, events.
To write great resume for equity sales job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Equity Sales Resume
The section contact information is important in your equity sales resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Equity Sales Resume
The section work experience is an essential part of your equity sales resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous equity sales responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular equity sales position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Equity Sales resume experience can include:
- Sales: Work alongside experienced employees to learn how we build our client base and establish and maintain long-term client relationships. Assist with developing and presenting investment ideas and the fundamentals of selling and cross selling the Firm’s products
- Leading effective alpha idea generation and relationship monetisation with the Bank’s key institutional clients
- Experience in handling primary deal flow including IPOs and placing’s
- Strong understanding of ISG business model, products, operating platform
- Experience in an Institutional Equities Sales role, ideally selling US equities to US based clients
- Have Canadian sales, equity research or investment banking experience
Education on an Equity Sales Resume
Make sure to make education a priority on your equity sales resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your equity sales experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Equity Sales Resume
When listing skills on your equity sales resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical equity sales skills:
- Strong leadership skills with the ability to take on more responsibility
- Strong communication skills to deal with Clients, Senior Management, regional and international colleagues
- Good knowledge and related experiences working with China domestic financial market and investment community
- A demonstrated ability to work within a team and to establish strong network of relationships
- Sufficient industry experience to operate at Senior VP / Director level
- Strong client relationships and excellent product knowledge
List of Typical Experience For an Equity Sales Resume
1
Experience For CIB F&bm-asia-pacific Equity Sales Business Manager VP Resume
- Build & nurture strong relationships with clients
- Working closely with Equity Research, Execution Sales Services and Equity Capital Markets (ECM) and Syndicate
- Typical working hours - 7AM to market close and completion of post market activities
- Work closely with Research and other Sales team members to promote Deutsche Bank’s A-Share business
- Professional level of English, Mandarin, Cantonese
- Analyze investors’ portfolios and customize sector/stock recommendations based on their investment mandate
- Cross-selling all equity products to the Bank’s client base (with a good understanding of Foreign Exchange (FX) , credit and rates in addition to equities)
2
Experience For Director, Institutional Equity Sales Resume
- Maintaining an active network of key contacts throughout the industry
- Knowledge of cash equities (preferably Asia focused) within institutional clients
- Japanese Domestic Financial Institutions clients coverage
- International Financial Institutions clients coverage
- Confidence to interact with colleagues of all levels
- Coordinate closely with the NY sales traders, middle office, operations, compliance, the sales desk, and global sales traders to maximize the quality and scale of business we can do
- Create clear and comprehensive business plans for US share repurchase, free retention and ATM Offering business. Monitor and accurately report performance in context of these plans to management
3
Experience For Sales Asst Institutional Equity Sales Resume
- Strong knowledge of Microsoft Excel, Word and PowerPoint required
- Expansion of coverage internationally where agreed and appropriate
- Identifies the specific needs of customers and fulfill the client’s objectives
- Work in a fast-paced, high-energy trade floor environment is critical
- Series 7 (or ability to obtain within 6 month of employment)
- Provide advice on clients’ equity holdings and portfolios and answer inquiries about individual stocks
4
Experience For Asia Pacific Equity Sales Resume
- A high level of numeric and analytical ability
- Have the opportunity to build Macquarie's US equity presence in Canada
- Be highly analytical level of numeric and analytical ability
- Be a disciplined, detailed oriented individual who is committed to delivery a high level of service to your client
- Be a positive and energetic individual
- One year arrangement based in overseas (NY or Singapore office) marketing our key China products, doing marketing to our existing and potential overseas clients
5
Experience For Director, Equity Sales & Trading Group Resume
- Experts in their product/area of expertise, who collaborate with clients, product group experts, traders and other salespeople to channel client feedback and two-way sharing of information, to optimize the firm's ability to meet the needs of clients
- FINRA licenses (7 & 63)
- C++, Java or C# in a large scale production environment
- Sales supervisor licenses 24, 9 or 10
- CSC, CPH designations required
- A proven ability to understand financial statements, the commercial skills to market the firm’s research product and interpersonal skills to engage with clients and JPM personnel
6
Experience For Institutional Equity Sales Resume
- Work under pressure, reliability and team player personality
- Quickly learn and communicate information
- CFA - enrolment or completion an asset
- Comprehensive knowledge of financial markets, in particular US Equities
- Knowledge of various legal and regulatory requirements within the financial services industry
- Exploit trends/opportunities
7
Experience For Equity Sales Associate Resume
- Have the opportunity to build Macquarie's US equity presence in San Francisco
- Have the opportunity to build Macquarie's US equity presence in Boston
- Have the opportunity to build Macquarie's European equity presence in NYC
- Good knowledge and related experiences working with China domestic financial market and investment community, preferably with a career history in leading securities firms, trust companies, or private banks.
- Introduce, develop and maintain client relationships
8
Experience For Gme-china Equity Sales Resume
- Keep abreast of market developments and product(s)
- Provide first-class client service, with responsibility for providing support for all aspects of each client's specific needs, with the goal of making us the firm of choice with which to do business
- Good knowledge and related experiences working with China domestic financial market and investment community, preferably with a career history in leading securities firms, trust companies, or private banks
- Pitching investment ideas to our clients as well as updating them on relevant market information
- Acting as an account manager to our clients in servicing them for instance with capital markets events, seminars and trips
9
Experience For CIB Futures & Options North American Client Equity Sales Resume
- Innovating new investment ideas, creating interesting capital markets events and constantly improving our service concept with the Danske Bank Capital Markets teams and with our clients
- Understand market terminology. Learn different selling and client management styles by observing others. Effectively service clients. Quickly absorb delegated tasks, and proactively looks to add value by taking on more
- Fluent in Flemish or Dutch
- CSC, CPH completion
List of Typical Skills For an Equity Sales Resume
1
Skills For CIB F&bm-asia-pacific Equity Sales Business Manager VP Resume
- Demonstrate a proven level of experience in Equity sales
- Display strong numerical, verbal and written communication skills with a high level of attention to detail across all areas
- To be highly numerate and possess strong quantitative skills
- Experience and proven knowledge of equities and the stock market
- Experience in an Institutional Equities Sales role, ideally selling European equities to US based hedge funds
2
Skills For Director, Institutional Equity Sales Resume
- Equity sales, research or investment banking experience
- Ales call center experience
- Proven ability to work in an equity sales and trading front office environment
- Strong work ethic / be willing to work International market hours (start time 6am or before)
- Demonstrated strength at managing processes across platforms
3
Skills For Sales Asst Institutional Equity Sales Resume
- Experience in Institutional Capital Markets, and/or Banking
- Good understanding of Asian markets
- To have demonstrated the ability to work as part of a team
- Strong interest in global equity markets
- Experience in the financial services industry in a similar role
- Significant experience gained within a sales role
- Previous experience in Equities Sales
- Several years of administrative experience in a fast-paced, global environment
- Demonstrate a high level of financial knowledge and technical capability
4
Skills For Asia Pacific Equity Sales Resume
- A proven track record of managing accounts and relationships with key franchises and new prospective clients
- A deep understanding of the financial market (equities and derivatives), with either sell-side or buy-side experience
- Strong attention to detail in a high energy, fast paced environment
- Organising and executing client field trips and roadshow marketing events
- Distributing Initial Public Offerings (IPOs) and Blocks (Secondary Offerings) and acting as an account manager of the firm’s resources to key clients
- Leading and winning sales pitches
- Offering our clients, in close cooperation with our research department, the best and the most suitable investment services and ideas possible
- Providing investment advice on either Asian Regional or Australian Equities
- Working collaboratively with sales colleagues to build relationships with institutional clients
5
Skills For Director, Equity Sales & Trading Group Resume
- Selling the Bank’s research products to the institutional client base
- Using CIBC’s SalesForce customer relationship management (CRM) system daily to document client interactions and provide client information to CIBC team
- Entrepreneurial angle to be developed in terms of driving and creating corporate access events – personal network building capacity is significant
- Have an understanding of the equities markets with a passion for building a career in equity sales
- Work closely with agency US partner on providing research sales coverage of US equities for a wide range of domestic clients
- Integrate understanding of markets, events and research views into actionable ideas and recommendations for clients
- Series 7 and 63 qualifications (or be willing to obtain these)
- One year arrangement based in Shanghai covering China domestic institutional clients, local PFM clients and QFII clients
6
Skills For Institutional Equity Sales Resume
- Sound understanding of equities products
- Pro-active marketing of Citigroup’s advisory and equity products
- Assess needs and suggest/promote alternative
- Proficient in all platform systems utilized within the
- Environment and/or aptitude in system technologies
- Build and maintain positive rapport with service
- Work closely with Equity Sales and Trading team to establish incremental relationships with domestic institutional investors focused on the US, that include analysts and portfolio managers
- Provide stock recommendations, advice, market intelligence and trade ideas to a sophisticated institutional investor base
7
Skills For Equity Sales Associate Resume
- Leverage extensive knowledge of the US equity market to determine and provide information to CIBC clients in a timely manner with exemplary service
- In conjunction with international team grow the impact of our research partnerships with our key institutions resulting in an overall growth of market share for CIBC
- Cover China domestic institutional clients, local PFM clients and QFII clients
- Keep abreast of market developments and products and integrate understanding of markets, events and research views into actionable ideas and recommendations for clients
- Experts in their product/area of expertise, who collaborate with clients, product group experts, traders and other salespeople to channel client feedback and two-way sharing of information, to optimize the firm's ability to meet the needs of clients
8
Skills For Gme-china Equity Sales Resume
- Recommend objectives, policies and strategic operating plans across Research Sales Teams for Asia, Ceemea, Latam and Europe
- Often required to work beyond normal business hours
- Develop, implement and manage the Research Sales business strategy in order to drive revenue growth, market share gains and growth across multiple equity product areas
- PromotingCIBC’s equity platform and trading opportunities to clients, based on an in-depth understanding of their needs and investment style
- Hold appropriate tertiary qualifications in Mathematics, Finance, Engineering or Commerce
- Enjoy a challenging, dynamic business environment, be results focussed and able to deal with pressure
- Focus on cost containment and rigorous adherence to internal/external risk controls and requirements
9
Skills For CIB Futures & Options North American Client Equity Sales Resume
- Be pro-active, able to generate creative opportunities for the business
- Identifying and cultivating new relationships while building CIBC’s franchise in the U.K. and the rest of Europe. Working with partners across CIBC to cross sell CIBC capabilities
- Introducing and selling CIBC’s primary and secondary transactions to the institutional customer base
- 1) Provide sales/trading support to all members of the team; including, but not limited to
- Facilitate servicing of phone and communication devices; ie. Turret, fax machines, copiers, blackberries
- Daily Mail delivery and ordering of supplies
- Work with sales team serving client’s needs, prepare appropriate materials/proposals to sell to clients
- Act as point person to provide client support in the form of proposals, marketing material, event planning, and scheduling with the cooperation of sales, research, and marketing
- 3) Actively participate in the coordination of events and conferences to build relationships, increase familiarity with products, and strengthen the firm’s profile in the industry
10
Skills For Home Equity Sales & Service Specialist Resume
- Plan and execute Equity Client events outside of the CM Marketing group’s scope, which includes, but is not limited to, sporting events, concerts, industry lunches, client dinners, large gatherings, etc
- The role requires the command how to value businesses including comparable multiples, precedent transactions and discount cash flow analyses
- Knowledge of financial analysis, ability to analyse companies' fundamentals, and knowledge of securities firms' objectives
- A willingness to work hard, be naturally motivated and ambitious
- Reliability, honesty, integrity, and passion for success
- Listen well to clients and translate information into concise points
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