Institutional Sales (Cash Equities)

• Maintaining and building the business relationship with assigned institutional accounts
• Working closely with client’s investment and research personnel
• Presenting research services and advising clients on investment opportunities
• Providing full account coverage service for small accounts, including trading and execution services, e.g. obtain orders for the pushcase and sales of securities
• Pitching equity research and ideas across multiple products such as Swaps, P-notes, and other equity derivatives.
• Supporting the team for the day-to-day client activities and strategic initiatives
• Assist the team during client meetings, write call reports and do follow up tasks

Sales Trader (Cash Equities)

• Works closely with institutional sales force to assist in the identification of trading opportunities for clients
• Feed trading ideas and precisely interpret investment opinions of research reports to the clients; channel market information flow to the clients in a timely manner
• Ensure good trade executions to clients
• Responsible for developing relationships with assigned client organizations through trading and execution services