Institutional Equity Sales Jobs

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . We're hiring a Credit Risk Analyst to join the Counterparty and Credit Risk team within Financial & Operational Risk. This team manages credit exposure across Coinbase's global institutional client base, underwriting counterparties and delivering lending solutions in a fast-evolving digital asset market. You'll own credit analysis for complex counterparties, recommend risk-based limits, and monitor portfolio exposures that directly inform how Coinbase scales its institutional products. What you'll do: Own diligence and underwriting of institutional counterparties including hedge funds, asset managers, private equity, and venture capital firms. Recommend internal credit ratings and risk-based limits, preparing written analysis that substantiates each assessment for senior leadership review. Monitor portfolio exposures, conduct periodic surveillance of trading partners, and clearly communicate concentration trends and settlement risks to leadership. Analyze asset volatility and liquidity risks on a per-asset and portfolio basis to inform limit-setting and capital planning. Negotiate industry documentation (e.g., PBAs, MLAs, and ACAs) and collaborate with business development, operations, legal, and product teams to resolve complex client or product challenges. Required Skills and Experience: 1-3 years of hands-on credit risk management experience, including counter

👋 Welcome to Glide! At Glide we’re reimagining the banking experience for the modern world . Our embedded fintech platform empowers legacy financial institutions, like community banks and credit unions, to pioneer novel digital experiences for their customers. You’ll be joining an all-star team with engineering, product, and growth experience from Stripe, Google, and Amazon. We’re looking for a talented Sales Development Representative to help us grow our product to hundreds of banks. We’re bringing a new perspective to the decades-old financial world , and we’re hoping you can help us do that! As a Sales Development Representative, you will work directly with our CEO to build Glide’s go-to-market function from the ground up. Your Responsibilities: Build relationships with banking executives across the country, introducing Glide and generating interest. Source new opportunities through outbound prospecting, cold calls, emails, LinkedIn, and event networking. Qualify inbound leads to ensure a strong fit before passing them to the sales team. Maintain a high volume of outreach and manage follow-ups with prospects. Collaborate closely with Account Executives and co-founder/CEO to refine Glide’s sales playbook. Represent Glide at conferences, events, and competitions to increase brand visibility. Need-to-Haves: 1+ years of quota-driven SDR, BDR, or sales experience (or equivalent internship/early-career experience). Hands-on experience with modern prospecting and outreach tools. Strong product curiosity and ability to quickly learn and articulate complex, technical products. Excellent communication, collaboration, and organizational skills. Nice-to-Haves: Previous experience selling an fintech or financial services product Previously built sales processes from the ground up at an early-stage startup An entrepreneurial, self-starter spirit Perks and Benefits: 💸 Competitive Compensation: You’ll receive a competitive salary and a generous equity package for joining us at

Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you’ll be part of a passionate team dedicated to accomplishing hard things, together. Enterprise Account Executive – Financial Services At Appian, we’re seeking to grow our culture of passion, energy, and innovation. Empowered by “the best idea wins,” we thrive on collaboration and a culture of dissent—encouraging all employees to challenge and elevate one another. We strive for diversity and inclusion through continued education and a commitment to equity. We are looking for an Enterprise Account Executive for Financial Services . You will be in charge of driving major enterprise accounts within the financial sector (including banking, capital markets). You will establish relationships and provide direct touch across all levels of the end customer, engaging with top System Integrators (SIs) to help financial institutions achieve better processes and better banking. Your ability to penetrate new customers and organizations within your assigned accounts is essential to your being successful in this role. Cross-functional teams from Appian Marketing, Business Development, Customer Success, and Solution Consulting functions provide support and tools for you to use to attain and exceed sales performance goals. What you’ll be doing: Use company-wide success and FS use cases (such as Customer Lifecycle Management, Connected Onboarding, KYC, Lending, and Payments) as a blueprint and add your own ideas and vertical knowledge. Resolve if the customer has a valid business need for the Appian platform and Customer Success services, specifically focusing on modernizing financial services with AI, process orchestration, and legacy system

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam. In this role, you will lead Plaid’s relationships with a focused group of leading mortgage lenders, servicers, and ecosystem partners, bringing the full breadth of Plaid’s offerings to the way they originate, verify, and underwrite loans. You will drive new business and expansion by running a disciplined, consultative sales process, uncovering high-value use cases, and building credibility with senior decision-makers, partnering with Product, Account Management, and other Go-To-Market colleagues to show customers measurable results. This role is ideal for a self-motivated seller who takes initiative, plans several moves ahead, and brings a collaborative, customer-first mindset to fellow sellers and cross-functional partners. Responsibilities: Own a named book of approximately 50 enterprise mortgage accounts, spanning national non-bank originators and servicers, top-tier and regional banks, credit unions, builder-affiliated lenders, and digital and home equity lenders Serve as the core Plaid representative for your accounts, selling the full Plaid product portfolio across the mortgage vertical Own the full sales cycle, from prospecting through close, for enterprise mortgage account

At Affirm, we exist for the moments that matter—giving people a clear, predictable way to pay over time, with no hidden fees, no surprises, and no tradeoffs on what matters most. As a Merchant Risk Analyst, you will assess financial risk related to credit, fraud and identity associated with the merchants. You will also coordinate with cross-functional partners to assess non-financial risk – brand, reputational, legal and compliance risk. The ideal candidate will have knowledge or experience in e-commerce underwriting and/or commercial lending. They will also have a solid understanding of evaluating merchant financial risk based on 3rd party data, credit reports, and other merchant attributes. Prior work experience in payments, lending, banking or financial institutions is a plus! What you’ll do Assess brand, compliance, fraud and financial risk and determine credit exposure risk on new and existing merchants Use business credit reports, financial documents, investigative research tools, and financial market data to conduct risk assessment of Affirm’s merchants Investigate and use new sources of third party data to assess merchant financial risk Conduct ongoing monitoring of credit, fraud, and dispute/chargeback trends by merchants Business Improvement In Execution: Leverage your knowledge to provide guidance towards the automation/improvements of merchant risk evaluation What we look for 3+ years of experience in assessing merchant risk in a function such as Merchant/Seller Risk Management, Fraud, Collections, or Merchant Underwriting Experience working with cross functional partners across the organization, especially Sales and Business Development teams Experience reviewing financial documents, business credit reports and payment processor statements Ownership mentality: Demonstrate an appropriate sense of accountability, ownership, urgency and execution Compensation & Benefits Base Pay Grade - G Equity Grade - 3 Employees new to Affirm typically

Overview: The Insights product is a new offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enable our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e., private equity/hedge fund), sell-side equity research analysts, and industry professionals. Visit Insights team biographies at https://www.guidepoint.com/insights/#team. This position will be based in India and work closely with the Global Healthcare Insights team . What You’ll Do: Content Creation and Research Coverage: Monitor a coverage universe of public and private companies within the Medtech, Lifesciences tools and Healthcare Services sector. Track key industry trends, material news flows, earnings releases, investor presentations, research in key coverage markets. Identify and maintain a robust pipeline of company and industry specific topics — generate original ideas for discussion, covering business updates, event studies, channel checks, hot topics and other investment narratives Create and moderate teleconferences on the pipeline featuring an expert from Guidepoint’s network with the goal of producing actionable insights for clients Review teleconference transcripts to ensure quality of content. Summarize key discussion points Process Management: Ensure Guidepoint compliance policies and protocols are adhered to Exhibit ‘ownership’ for the call by vetting experts’ relevance to Insights Teleconferences and ensuring their profiles’ accuracy. Work with research teams to identify and recruit additional industry experts to our Expert Network; Manage and further develop relationships with both experts and clients What you have: PhD or Masters degree in S

Overview: The Insights product is an offering for Guidepoint's institutional investment and corporate clients, now in its 9 th year, that offers teleconferences, surveys, in-person events, and AI-facilitated data and content. The teleconferences live in an online library portal, which covers a wide of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e. hedge fund analysts), sell-side equity research analysts, and industry professionals. This is a hybrid position based in our New York City office. What you'll do: Monitor a coverage universe of public companies within the global hardware and semiconductor sector by tracking earnings releases, investor presentations, SEC filings, sell-side research and industry news. Create and moderate teleconferences on timely topics featuring an expert from Guidepoint’s network with the goal of producing actionable insights for clients. Attend industry conferences to host client panels What you have: Bachelor’s degree or Master’s degree Minimum 10 years of sell-side or buy-side analyst experience Must follow bottoms-up, fundamental approach to investment research focusing on individual companies Has covered the Hardware and Semiconductor sector; candidates must be current on company/industry knowledge Ability to work in a fast-paced entrepreneurial environment Outgoing personality with the ability to speak with people at all professional levels Intellectual curiosity and desire to learn Effective time management and organizational skills Demonstrated ability to work both individually and as part of a team What We Offer: The annual salary range for this position is $210,000-$230,000. Additionally, this position is eligible for an annual discretionary bonus based on performance. You will also be eligible for the following benefits: 15

Overview: The Insights product is an offering for Guidepoint's institutional investment and corporate clients, now in its 9 th year, that offers teleconferences, surveys, in-person events, and AI-facilitated data and content. The teleconferences live in an online library portal, which covers a wide of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e. hedge fund analysts), sell-side equity research analysts, and industry professionals. This is a hybrid position based out of our New York City office. What you'll do: Monitor a coverage universe of public companies within the global enterprise software sector by tracking earnings releases, investor presentations, SEC filings, sell-side research and industry news. Create and moderate teleconferences on timely topics featuring an expert from Guidepoint’s network with the goal of producing actionable insights for clients. Attend industry conferences to host client panels What you have: Bachelor’s degree or Master’s degree Minimum 10 years of sell-side or buy-side analyst experience Must follow bottoms-up, fundamental approach to investment research focusing on individual companies Has covered the Enterprise Software sector; candidates must be current on company/industry knowledge Ability to work in a fast-paced entrepreneurial environment Outgoing personality with the ability to speak with people at all professional levels Intellectual curiosity and desire to learn Effective time management and organizational skills Demonstrated ability to work both individually and as part of a team What We Offer: The annual salary range for this position is $210,000-$230,000. Additionally, this position is eligible for an annual discretionary bonus based on performance. You will also be eligible for the following benefits: 15 PTO days, 10 lega

The Investment Banking Analyst is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Investment Banking Analyst also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. Responsibilities: Work with senior Corporate & Investment Bank (CIB) officers and professionals and participate in particular client transactions, projects or assignments as the junior member of the Investment Banking team Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals Conduct economic/financial research Evaluate company’s financial performance compared to overall industry and market trends Build complex financial models for valuation purposes Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 0-2 years of relevant experience Bachelor's degree in Finance or closely related areas of Business Administration Series 7, 79 and 63 licenses within 150 days Consistently demonstrates clear and concise written and

Overview: The Insights product delivers teleconferences, surveys, and in-person events to Guidepoint’s institutional and corporate clients. Teleconference transcripts are housed in a searchable portal covering diverse industries and topics, helping clients make informed decisions. All content features Advisors from Guidepoint’s global network and is curated by former investors, sell-side analysts, and industry professionals. As the Project Manager on the Insights team, you will serve as both a hands-on recruiter and a coach for our team of Associates and Research Managers. You will lead by example—actively sourcing, engaging, and securing high-quality advisors while also training and mentoring the team to optimize their performance. This role is ideal for someone who thrives in a fast-paced, high-volume environment, has strong recruiting and communication skills, and enjoys developing junior talent. This is a hybrid position out of our New York office. What You’ll Do: Identify and recruit senior industry experts with private equity exposure for our teleconferences. Conduct outreach via LinkedIn, email, and phone to secure expert participation. Work closely with our moderators to understand subject matter and manage the team to source the best advisors. Track and manage expert pipelines, ensuring consistent engagement and conversion. Train and mentor a team of Associates, helping them develop strong recruiting and communication skills. Monitor individual and team performance, providing feedback and coaching to improve results. Implement best practices in expert recruitment, refining outreach strategies and messaging. Collaborate with senior leadership to refine team processes and optimize recruitment efficiency. Set team goals, track progress, and ensure deadlines are met in a fast-moving environment. What You Have: 2+ years of experience, including at least 1 year as a Project Manager. Comfort with high-volume outreach (e.g., cold calling, cold emailin

Overview: Guidepoint Insight is seeking an Equity Analyst to support the expansion of our research coverage of China biotech, medtech and healthcare services companies. This role plays a critical part in building and scaling the Guidepoint Library, a central resource offering transcript-based insights through teleconferences with KOLs, and industry experts. These insights, conceptualized and hosted by former investment professionals, industry veterans and former scientists, help Guidepoint's institutional clients make well-informed decisions across sectors like healthcare, industrials, technology, consumer, and more. As an Equity Analyst, working in Shanghai you will be responsible for developing deep research coverage, facilitating expert-led discussions, and ensuring high-quality content creation. Reporting directly to the Director of Research, you will be instrumental in creating content that spans topics such as scientific basis of the platforms, competitiveness of existing and upcoming products of both public listed and private healthcare companies, industry landscape, regulatory decisions, product launches and go-to-market strategies. You will also lead efforts to recruit and vet experts, ensuring that the insights gathered are accurate, relevant, and valuable to our clients. What You'll Do: Research Coverage: Monitor a coverage universe of Chinese public and private companies in biotech, pharma, medtech and services. Industry Analysis: Track key market and business drivers, including material news flows, earnings releases, investor presentations, clinical trials, medical conferences, product launches within your coverage companies and therapeutic indications. Report Creation: Collect and organize clinical trial information and results, analyze the mechanisms of action (MOA) of drug candidates, investigate clinical paradigms for disease treatment in China, and prepare reports. Content Development: Create and moderate teleconferences featuring experts fro

Overview: The Insights product is an offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e. private equity/hedge fund), sell-side equity research analysts, and industry professionals. All applicants must have the right to work in the UK. What You'll Do: Monitor single name corporate credit situations in European markets including new issues, distressed, restructuring/re-orgs, and price dislocations in both leveraged loan and high yield markets. Create original, sell-side type content on these topics Conduct bottoms-up company research including reviewing earnings releases, reading investor presentations and analyzing regulatory filings Moderate teleconferences on timely topics featuring an expert from Guidepoint’s network with the goal of producing actionable insights for buy-side clients Generate ideas and follow key investor views among relevant strategies within European credit Can be an in-person position or a fully remote work-from-home position What You Have: Bachelor’s degree or Master’s degree 7 years or more of sell-side or buy-side analyst experience Follow a bottoms-up, fundamental approach to investment research focusing on individual companies Has prior experience covering single name corporate credit across both bank loan and high yield markets with a European focus; must be proficient in corporate credit analysis, with an emphasis on either loan / High Yield or Distressed strategies Ability to work in a fast-paced entrepreneurial environment Outgoing personality with the ability to speak with people at all professional levels Intellectual curiosity and desire to learn Effective ti

Overview The Insights product is a new offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e., private equity/hedge fund), sell-side equity research analysts, and industry professionals. Visit Insights team biographies at https://www.guidepoint.com/insights/#team What You'll Do: Content Creation and Research Coverage: Monitor a coverage universe of public and private companies within the TMT sector in Greater China (Mainland China, Hong Kong, Taiwan and Macau). You will cover the sector across multiple asset classes and structures. Track key industry trends, material news flows, earnings releases, investor presentations, research in key coverage markets. Identify and maintain a robust pipeline of company and industry specific topics — generate original ideas for discussion, covering business updates, event studies, channel checks, hot topics and other investment narratives Create and moderate teleconferences on the pipeline featuring an expert from Guidepoint’s network with the goal of producing actionable insights for clients Review teleconference transcripts to ensure quality of content. Summarize key discussion points Assist the external translation agency that the meaning of the teleconferences held in Mandarin are properly captured in the English version Process Management: Ensure Guidepoint compliance policies and protocols are adhered to Exhibit ‘ownership’ for the call by vetting experts’ relevance to Insights Teleconferences and ensuring their profiles’ accuracy. Work with research teams to identify and recruit additional industry experts to our Expert Network; Manage and further develo

Overview: The Insights product is an offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e. private equity/hedge fund), sell-side equity research analysts, and industry professionals. All applicants must have the right to work in the UK. What You'll Do: Monitor single name corporate credit situations in European markets including new issues, distressed, restructuring/re-orgs, and price dislocations in both leveraged loan and high yield markets. Create original, sell-side type content on these topics Conduct bottoms-up company research including reviewing earnings releases, reading investor presentations and analyzing regulatory filings Moderate teleconferences on timely topics featuring an expert from Guidepoint’s network with the goal of producing actionable insights for buy-side clients Generate ideas and follow key investor views among relevant strategies within European credit Can be an in-person position or a fully remote work-from-home position What You Have: Bachelor’s degree or Master’s degree 7 years or more of sell-side or buy-side analyst experience Follow a bottoms-up, fundamental approach to investment research focusing on individual companies Has prior experience covering single name corporate credit across both bank loan and high yield markets with a European focus; must be proficient in corporate credit analysis, with an emphasis on either loan / High Yield or Distressed strategies Ability to work in a fast-paced entrepreneurial environment Outgoing personality with the ability to speak with people at all professional levels Intellectual curiosity and desire to learn Effective ti

Overview The Insights product is a new offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enable our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e., private equity/hedge fund), sell-side equity research analysts, and industry professionals. Visit Insights team biographies at https://www.guidepoint.com/insights/#team . This position will work closely with the Insights team based in EMEA What will you do: Content Creation and Research Coverage: Monitor a coverage universe of private companies within the TMT sector. You will cover the sector across private and growth equity focus. Track key industry trends, material news flows, earnings releases, investor presentations, research in key coverage markets. Identify and maintain a robust pipeline of company and industry specific topics — generate original ideas for discussion, covering business updates, event studies, channel checks, hot topics and other investment narratives Create and moderate teleconferences on the pipeline featuring an expert from Guidepoint’s network with the goal of producing actionable insights for clients Review teleconference transcripts to ensure quality of content. Summarize key discussion points Process Management: Ensure Guidepoint compliance policies and protocols are adhered to Exhibit ‘ownership’ for the call by vetting experts’ relevance to Insights Teleconferences and ensuring their profiles’ accuracy. Work with research teams to identify and recruit additional industry experts to our Expert Network; Manage and further develop relationships with both experts and clients What you have: Bachelor’s degree or Master’s degree 8+ years of work experience at a f