Institutional equities sales and trading


Sales and trading is one of the key functions of an investment bank. The term refers to the various activities relating to the buying and selling of securities or other financial instruments. Typically an investment bank will perform these tasks on behalf of itself and its clients.

In market makingtraders will buy and sell financial products primarily to facilitate the investment and trading activities of its clients with the goal of making an incremental amount of money on each trade.

The Sales component refers to the investment bank's sales force, whose primary job is to call on institutional and high-net-worth investors to suggest trading ideas and take orders. Sales desks then communicate their clients' orders to the appropriate trading deskswho can price and execute trades, or structure new products that fit institutional equities sales and trading specific need.

The sales and trading function will also institutional equities sales and trading employ financial analysts that provide trading strategy advice to external as well as internal clients to support sales and trading. This strategy often affects the way the firm will operate in the market, the direction it would like to take in terms of its proprietary and flow positions, the suggestions salespersons give to clients, as well as the way structurers create new products.

Banks institutional equities sales and trading to maximize profitability for a given amount of risk on their balance sheet. The necessity for numerical ability in sales and trading has created jobs for physics, math and engineering Ph. From Wikipedia, the free encyclopedia. The Investment banking handbook: John Wiley and Sons, Corporate finance and investment banking. At-the-market offering Book building Bookrunner Corporate spin-off Equity carve-out Follow-on offering Greenshoe Reverse Initial public offering Private placement Public offering Rights issue Seasoned equity offering Secondary market offering Underwriting.

Debt restructuring Debtor-in-possession financing Financial sponsor Leveraged buyout Leveraged recapitalization High-yield debt Private equity Project finance.

List of institutional equities sales and trading banks Outline of finance. Retrieved from " https: Banking Investment banks Finance stubs. Views Read Edit View history.

This page was last edited on 13 Octoberat By using this site, you agree to the Terms of Use and Privacy Policy. Equity offerings At-the-market offering Book building Bookrunner Corporate spin-off Equity carve-out Follow-on offering Greenshoe Reverse Initial public offering Institutional equities sales and trading placement Public offering Rights issue Seasoned equity offering Secondary market offering Underwriting.

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I think the name pretty much sums it up. I have a friend who is in IES. Basically he sells research to institutional investors buyside firms, HFs etc. Great gig if you can work for a reputable firm. He basically gets paid a handsome salary and bonus to entertain clients all day.

Depends on what your product is. In the mutual fund world, institutional sales focuses on DB plans, foundations, endowments, gigantic DC plans, and consultants. You know, in Tibet, if they want something, do you know what they do? They give something away.

They do, do they? That must institutional equities sales and trading why they're such a dominant global power. I guess it could involve new institutional equities sales and trading, but generally, it does not. Though everything is public info, like. To the OP, Alucards answer is the best. You asked a broad question and you got a broad answer. The answer to your second question is it could be all of the above, i.

Skip to main content. Be prepared with Kaplan Schweser. Feb 4th, What exactly is Institutional Equity Sales? Alucard Feb 4th, Is it products or strategies or asset allocations etc. Sweep the Leg Feb 4th, It is the best forum. Viceroy Feb 5th, 8: Bernanke Feb 6th, 4: