Amy Yamomoto was with DLJ in Institutional Sales for three years before B school. An institutional salesperson s clients manage pension funds, mutual funds, institutional portfolios and hedge funds. A sales person is the liaison between a firm an its clients. A salesperson s job it to provide clients with investment ideas and market updates. There is a lot of interaction with other sales people, traders and research analysts.
Every successful salesperson relies on the professionalism of colleagues.
The day is fast-paced and hectic at times, but a lot of fun. Check messages and scan morning papers. Chat with co-workers and review reports of the day s trading activity. Analysts discuss issues that affect specific companies or industries. Calls should be customized to reflect each client s investment needs and personality.