Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Nimrod Tevet

New York

Summary

As an Institutional Equity Salesperson, I managed and developed relationships with institutional clients, including hedge funds, mutual funds, and pension funds. I provided clients with investment ideas, market insights, and execution services for equity securities. I worked closely with research analysts and traders to deliver comprehensive solutions that meet clients’ investment objectives.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Institutional Equity Sales Associate

Jefferies
04.2020 - Current
  • Relationships: Develop and maintain relationships with institutional Portfolio Managers and Analysts. My clients' average AUM is $70 billion.
  • Product Knowledge: Maintain a deep understanding of equity products, including stocks, ETFs, and derivatives.
  • Market Analysis: Provide clients with timely and relevant market insights, including stock recommendations, sector analysis, and macroeconomic trends.
  • Research Collaboration: Work closely with research analysts to stay informed about the latest market developments and investment opportunities. Organising Marketing Trips to Israel
  • Non-Deal Roadshows: Hosting non-deal roadshows for companies, either in person or virtually, in different regions and in multiple languages.

Equity Sales Trader

Psagot Investment House
02.2019 - 02.2020
  • Maintained strong working relationships with buy-side counterparts, enhancing overall market intelligence and trade flow information exchange.
  • Optimized equity sales process by incorporating data-driven analytics tools.
  • Worked closely with syndicate desks to secure allocations for IPOs and secondary offerings, optimizing investment opportunities for clients.
  • Streamlined internal communication channels between sales, trading, research teams for smooth execution of transactions.

Education

BBA - Economics

Reichman University
Herzliya, Israel
08.2019

High School Diploma -

Mekif Yehud
Yehud
08.2010

Skills

  • Microsoft Office
  • Strong analytical and quantitative skills
  • Excellent communication and presentation abilities
  • Ability to build and maintain client relationships
  • Knowledge of equity markets and financial instruments
  • Proficiency in financial software and trading platforms

Certification

Series 7

Series 63

SIE

Languages

Hebrew
Native or Bilingual
English
Native or Bilingual

Timeline

Institutional Equity Sales Associate

Jefferies
04.2020 - Current

Equity Sales Trader

Psagot Investment House
02.2019 - 02.2020

BBA - Economics

Reichman University

High School Diploma -

Mekif Yehud

Similar Profiles

CREATE PROFILE
Nimrod Tevet