2024-04-16
AppCast (https://www.appcast.io)
Other
/yr
full-time
employee
Arlington
Texas
76000
United States
** Institutional Equity Sales Associate**
**Job Category****:** Sales **Requisition Number****:** INSTI01593 Showing 1 location **Job Details**
**Description**
**Institutional Equity Sales Associate Arlington, VA**
B. Riley Financial (NASDAQ: RILY) provides collaborative financial services solutions tailored to fit the capital raising, business, operational, and financial advisory needs of its clients and partners. B. Riley Financial operates through several subsidiaries that offer a diverse range of complementary end-to-end capabilities spanning investment banking and institutional brokerage, private wealth and investment management, financial consulting, corporate restructuring, operations management, risk and compliance, due diligence, forensic accounting, litigation support, appraisal and valuation, auction and liquidation services. B. Riley Financial is headquartered in Los Angeles with offices in major U.S. markets as well as an international footprint. For more information on B. Riley Financial, please visit .
B. Riley Securities provides a full suite of investment banking, corporate finance, advisory, research, and sales and trading services. Investment banking services include initial, secondary and follow-on offerings, institutional private placements, merger and acquisition (M&A) advisory, SPACs, corporate restructuring and recapitalization. B. Riley is nationally recognized and highly ranked for its proprietary small-cap equity research. B. Riley Securities formerly operated as B. Riley FBR following the merger of B. Riley & Co. and FBR & Co.
We are seeking a full-time Institutional Equity Sales Associate immediately to work in our **Arlington, Virginia** office.
Candidate will be responsible for maintaining knowledge of B Riley research, offerings and services and have a clear understanding of the investment style and needs of clients. Also, the successful candidate must have the capability to generate revenue at levels exceeding goals determined by firm policies, practices and regulatory requirements. Strong communication skills are necessary as you will be expected to communicate investment ideas to institutional clients and our sales force.
**Duties of this position include, but are not limited to the following:**
- Grow revenue by identifying and prospecting new institutional clients-i.e. marketing, sales calls, research distribution and analyst meetings, along with working with various internal groups to facilitate client request.
- Present Firm's research ideas/capabilities to clients.
- Develop and solidify relationships with clients.
- Manage, compile, update and maintain client data on a continuous basis.
- Daily responsibilities include prospecting, dissemination of published research, CRM data management, and preparation of spreadsheets and reports for clients.
- Perform other duties as assigned.
**Education, Experience, and Skills:**
- Bachelors or Master's Degree in Finance, Business, or related field, or equivalent combination of education and experience.
- Demonstrated ability to understand and communicate equity market dynamics.
- Prior coverage of institutional equity managers a plus.
- Proactive, motivated, self-starter with an ability to work independently.
- Superior written and oral communication skills
- Strong work ethic and time management skills
- Strong knowledge of Microsoft Excel, PowerPoint, and Word.
- Securities Industry Essentials (SIE), Series 7 & 63 licenses (required, may be obtained after hire)
B. Riley Financial, Inc. employees enjoy competitive salaries, access to our 401(k) profit sharing retirement plan and our other benefits including paid holidays, vacation, and sick leave, voluntary group medical, dental, and vision insurance, and company paid life and disability coverage
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