Institutional Equity Sales Associate

  • Competitive
  • Boston, MA, USA
  • Permanent, Full time
  • OTR Global
  • 19 Sep 17

The institutional equity sales associate will work with the Boston based sales team to act as sales coverage to current OTR clients. This will entail daily interactions with clients regarding OTR’s product, chaperoning OTR editors and research personnel into clients, attending client events on regular basis. This role will also involve prospecting for new clients. Salary plus bonus.


OTR Global is a leading channel and marketplace research firm serving Wall Street clients, and offers many opportunities for personal and professional growth. OTR has provided marketplace research to some of the world’s largest institutional investors for more than 20 years. OTR prepares its research by aggregating, comparing and contrasting extensive marketplace intelligence it gathers from nontraditional sources. OTR compares its findings with expectations and look for dislocations or inflection points that provide investment opportunities for our clients. Sources are interviewed via telephone, typically on a quarterly basis, which subsequently provides the basis for OTR’s research.

This person will have primary responsibility for certain institutional clients providing those clients with OTR’s research, research calls, events and interaction.  Will also include backing up the sales team with database reporting and communicating with the Boston based team coordinating intra region editor travel.

• Bachelor degree.
• Three to five years full-time institutional equity sales desk experience.
• Sales experience in financial services.
• Current employment at a brokerage firm a plus.
• Tenacious, resilient and able to handle rejection.
• High energy.
• Enthusiastic about growth opportunities.
• Strong work ethic.
• Creative skills to generate business.
• Independent worker.
• Active Series 7 and 63.

The job would be located in our Boston office.

OTR Global (OTR®), founded in 1995, is an investment research firm with offices in North America, Europe and Asia.  OTR is a leading platform for primary research and one of the largest channel research firms servicing the institutional investment community.  OTR was a leader in pioneering interview-based methodology; its research method is utilized by more than 130 research personnel located in more than 15 countries. The unique approach unites quantitative measures and qualitative responses to uncover inflection points and produce predictive results. OTR has developed a comprehensive base of industry sources and a deep understanding of complex, global product supply chains and distribution channels.