Job: Institutional Research Sales

Maxim Group Overview: Founded in 2002, Maxim Group is a leading full-service investment banking, securities and wealth management firm headquartered in New York. We provide a full array of financial services including investment banking; private wealth management; and global institutional equity, fixed income and derivative sales & trading, equity research and prime brokerage services to a diverse range of corporate clients, institutional investors and high net worth individuals.

Title Institutional Research Sales
Categories Capital Markets
Salary Commission Structure
Post Date 2014-09-17
Position Type Full Time
Job Location New York City; Boca Raton, FL;
Job Description

This position is for an Institutional Salesperson with experience selling research and equity ideas to money managers, banks, insurance companies, mutual funds and hedge funds. The candidate must have a strong current book of relationships with buy-side accounts.

Primary Responsibilities

• Selling Research and other ideas to qualified institutional accounts.
• Manage analyst marketing, meetings, conference calls and industry events with clients.
• Organize company road shows and events with clients.
• Communicate with industry experts, company management and investment professionals.


• Track record of successful work experience for a period of three to five years.
• Must have established contacts with portfolio managers at institutions and hedge funds.
• Self-starter who displays initiative and accepts responsibility.
• Works well under pressure.
• Must be detail oriented with an ability to work independently and under strict guidelines.

Preferred Skills and Experiences

• A bachelors degree in finance, economics, science or related area. MBA and/or CFA desirable.
• FINRA licenses: Series 7, 63.
• Knowledge of Bloomberg and Fidessa Systems.

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EEOC Statement: Individuals seeking employment at Maxim Group are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, or sexual orientation.