Equity Sales Director

Job Title: Director, Equity Sales

Location: New York

About the role: Marathon is looking for a candidate to fill an equity sales position in the firm’s newly created equities group. As the firm’s equities business grows, this is an opportunity for an individual to learn and advance within Marathon Capital. The individual will work closely with equity research, equity capital markets and marketing. The individual will help with sales strategy and drive the firm’s research roll-out to institutional investors. Developing institutional investor relationships and hosting research analyst, institutional investor and corporate events will be a key.

Key Responsibilities:

• Execute the delivery of Marathon’s research and equities product to investors
• Development of Marathon’s relationship with institutional investors located throughout the U.S
• Create new interactions and relationships with institutional investors and enhance current relationships with public companies
• Communicate equity research team themes and priorities to institutional investors
• Create and distribute sales analysis notes summarizing research views and market trends
• Organize investor related events for private and public companies
• Market ECM transactions to investors
• Coordinate institutional investor client onboarding
• work with research on establishing client service tiers, negotiate fees with clients and establish payment processes
• Communicate investor feedback to companies
• Manage market information from institutional investors and communicate it to the investment bankers
  
  

Skills & Qualifications:

• Bachelor’s degree from an accredited University, preferably in Business or related field
• 7+ years of experience in the financial services industry, preferably experience in equity research sales
• Active and valid Series 7 and Series 63 Licenses
• Highly organized, strong interpersonal skills, strong communication skills
• Ability to assist with logistics
• Experience covering investors and regions
• Experience organizing investor events
• Passionate about interacting with corporate clients
• Experience creating and distributing market-related commentary to investors
• Willingness to coordinate facility, food and beverage, transportation, information technology and other logistics associated with events
• Ability to work as a team player and has an excellent work ethic
  
  

Over its more than two-decade history, Marathon Capital has emerged as a world leading independent advisory bank serving the global sustainable energy, technology and infrastructure markets. Marathon Capital is known as a key thought leader in global energy transition and is consistently viewed as the most innovative bank across clean energy. Marathon Capital is a leading Clean Energy advisor and has been a multi-year winner of M&A Advisor of the Year by Power, Finance & Risk Magazine. Since inception, Marathon Capital has been engaged by its clients and institutional counterparties across all clean energy sectors. The Firm has strong, established relationships with both strategic and financial institutional investors located globally. Marathon Capital is headquartered in Chicago, IL, with offices in New York, Houston, San Francisco, San Diego, London, and Calgary with presence in São Paulo, Madrid, and Seoul.

EQUAL EMPLOYMENT OPPORTUNITY

Employment decisions at the Company are made without unlawful regard to race, color, religion, age, national origin, ancestry, alienage or citizenship status, sex, sexual orientation, gender identity or expression, disability, pregnancy, childbirth, and related medical conditions, military or veteran status (including unfavorable discharge from military service), marital status, conviction record, sexual and reproductive health decisions, genetic information, or any other characteristic protected under applicable law. The Company is committed to complying with all applicable laws providing equal employment opportunities. This commitment applies to all persons involved in the operations of the Company, including supervisors, co-workers, and interns.

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