Institutional Equity Sales

Associate, Institutional Equity Sales Associate (Mining)
Location:
Toronto, ON (in office)
About the firm
Oakbridge Search Partners is conducting a confidential search for a Toronto-headquartered independent investment dealer focused exclusively on global mining. The firm provides research, institutional distribution, financing and advisory to small and mid-cap resource companies, and its lean, entrepreneurial team gives junior people real client exposure quickly.
The opportunity
Our client is adding a Sales Associate to its institutional equity desk. This role suits an ambitious, early-career professional who wants to build a book and grow into a senior mining salesperson, working alongside experienced sales, research and banking professionals from day one.
What you will do
Support senior salespeople covering institutional accounts (resource, generalist and hedge funds, family offices) in Canada and abroad
Pitch research ideas, company news and new issues, building your own coverage over time
Help market equity financings and track book-building and allocations
Organize and attend roadshows, site visits and investor meetings with mining management teams
Prepare morning notes, trading commentary and client materials
Keep CRM, client feedback and order records accurate and compliant
Represent the firm at industry events such as PDAC
What you bring
2 to 8 years in capital markets, ideally institutional equity sales, sales trading, research or a client-facing role at a dealer or fund
Canadian securities licensing completed or in progress (CSC and CPH or equivalent, CIRO-registrable);
US Series 7 (and 63) a strong asset
Mining or commodities knowledge a meaningful plus;
genuine interest in resources essential
Degree in commerce, finance, economics, geology or mining engineering;
CFA progress an asset
Polished communicator with presence in front of fund managers and executives
Who succeeds here
Someone competitive, self-motivated and eager to be measured on results, who is comfortable on the phone and sees this as the start of a long career on a sales desk.
What is offered
Direct mentorship from senior sales and research professionals
Early exposure to mining executives, global investors and live transactions
A clear path to building your own book
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