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FOR MONEY MANAGERS

  • Short Selling
  • Special Situations & Event-Driven

FOR RESEARCH PROVIDERS

Sales and Marketing for Independent Analysts

Research originators are supported by PCS Research Group through a wide range of sales and marketing services. Our experienced sales professionals provide each originator with a strategic plan to expand their client base and retain accounts.

As an independent analyst or research provider, there are several benefits to working with us:

Focus on your core expertise - writing research. Partnering with PCS Research Group allows analysts to avoid the distraction and financial commitment of marketing their own services or building a sales operation from scratch. This structure allows analysts to focus on the generation of investment ideas, while providing them with the confidence that their sales and marketing is being handled by an experienced sales team with an established client base.

Capitalize on over 25 years institutional relationship building. Our client base of over 300 institutions stretches around the world and across all investment disciplines. Research originators beginning a relationship with PCS gain immediate access to a client base taking years to cultivate and consisting of many of the world's leading hedge funds, mutual funds, and investment advisors.

A customized marketing strategy to fit your goals. Whether you already have an established institutional client base, or have yet to formulate your service into a marketable product, PCS Research Group can assist you in building a marketing plan and direct sales strategy to achieve your revenue goals. The potential of any research service can only be realized with a marketing partner willing to build a sales strategy around the unique goals of each research provider.

EMPLOYMENT OPPORTUNITIES

Outstanding individuals are critical to the success of any organization. We offer all of our employees the opportunity to work in a fast-paced, demanding environment that rewards hard work and motivation. Employees are trained and supported through each level of our organization, insuring opportunity for dedicated individuals.



INSTITUTIONAL EQUITY SALES PROFESSIONAL

We are seeking an institutional equity sales professional for our short selling group (Voyant Advisors) to develop and manage relationships with buy-side asset managers, with emphasis on long/short equity hedge funds. This role serves as a trusted point of contact for clients across the United States, Europe, and Asia. Research coverage includes listed companies across North America, Europe, and Japan in the technology, industrials, healthcare, and consumer sectors.


Key Responsibilties

  • Develop, maintain, and expand relationships with institutional investors, including asset managers and long/short equity hedge funds.
  • Present and discuss short sale ideas with clients, clearly articulating the investment thesis, catalysts, risks, valuation considerations, and relevant industry dynamics.
  • Communicate timely research insights and key ideas through client calls, meetings, email, and Bloomberg.
  • Tailor idea flow to each client’s strategy, portfolio exposures, investment process, and areas of interest.
  • Coordinate closely with research analysts to understand new ideas, monitor developments, and deliver responsive client service.
  • Conduct all communications and activities in accordance with applicable securities laws, firm policies, and compliance requirements.


Qualifications

  • Two to five years of experience in institutional equity research sales, equity sales, or a closelyrelated client-facing role.
  • Strong understanding of equity markets, fundamental research, short selling, and the factors that drive risk and return in short positions.
  • Ability to evaluate research quickly and communicate complex investment ideas in a concise, credible, and commercially relevant manner.
  • Excellent written and verbal communication skills, including professional use of email and Bloomberg for idea dissemination and client engagement.
  • Ability and willingness to work in our New York City office five days per week.


Preferred Attributes

  • Experience covering long/short hedge funds.
  • Existing relationships with fundamental long/short equity investors.
  • Sector familiarity in technology, industrials, healthcare, or consumer companies.



ACCOUNT EXECUTIVE

PCS Research Group is seeking an Account Executive to execute on several critical front office sales and marketing functions. Primary responsibilities of account executives include but are not limited to:

  • Scheduling meetings with investment managers
  • Researching investment styles and portfolio positions of money managers across various sales territories
  • Maintaining necessary correspondence with prospective clients in order to move sales process towards closing
  • Collaborating with colleagues to build institutional sales strategies
  • Tracking revenues and projected revenues for the sales team
  • Developing a deep understanding of our investment research
  • The primary focus of this position is short selling, value-oriented and event-driven research targeted at hedge funds and mutual managers.


Qualifications

Financial markets or sales experience is helpful but not necessary. Successful candidates for the Account Executive position should be confident, articulate, interested in financial markets, able to work both independently and as part of a team, and able to work effectively in a competitive environment.


Please send resume and cover letter to Research@pcsresearchgroup.com.

You may also use the form below to introduce yourself to us.


Equal Opportunity

We are an equal opportunity employer and consider qualified applicants without regard to legally protected characteristics.