Institutional Equity Sales - (West Conshohocken, PA)

SUMMARY Day to day management of regional relationships with asset managers (portfolio managers, analysts, hedge fund managers) ensuring that the Firm's research product is disseminated and company management teams are introduced to appropriate clients. Work Location: Branch or Remote RESPONSIBILITIES Provide daily research calls to assigned accounts based on a geographical coverage scheme. Develop account relationships with portfolio managers, analyst, hedge fund managers that have the potential for daily/weekly trading business with the Firm. Coordinate travel schedule of analysts and company management into the assigned regions. Development of new clients through sales calls, analyst visits, etc. Provide timely feedback to analyst of client interaction, comments, concerns, etc. to ensure the highest level of performance on behalf of the Firm.