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Financial Services

Tech Sales Specialist, Sales

New York, NYOnsiteFull Time$179,000–$200,000 /yrPosted 1 month agoVisa sponsorship available

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Required skills

  • semiconductor ecosystem
  • AI infrastructure
  • quantitative skills
  • institutional investors
  • Silicon Valley
  • China
  • Taiwan
  • Korea
  • Japan
  • Series SIE

Nice to have

  • buy side experience
  • sell side tech research
  • CFA charter holder

Role summary

CITIC CLSA is seeking a Tech Sales Specialist to build and strengthen relationships with technology-focused professionals at major institutional accounts, particularly hedge funds. The role involves translating semiconductor and AI developments into commercially relevant investment insights, utilizing supply chain intelligence and research to drive client engagement and trading activity. Responsibilities include producing differentiated commentary, synthesizing research, and acting as a liaison between research teams and clients. A Bachelor's degree in finance or accounting, minimum 7 years of relevant experience, deep expertise in semiconductors and AI infrastructure, strong analytical skills, and required Series licenses are essential.

Key Areas of Responsibilities

  • Build and strengthen relationships with technology focused PMs, analysts, and generalists across major institutional accounts, especially with hedge funds.
  • Translate semiconductor, AI, and supply chain developments into commercially relevant investment implications for clients and internal sales teams.
  • Use supply chain intelligence, thematic research, and channel checks to drive high value conversations, corporate access, and trading activity.
  • Produce timely, differentiated commentary including flash notes, thematic summaries, supply chain updates to help clients stay ahead of key industry shifts.
  • Synthesize primary research, channel checks, earnings results, and global tech developments into concise, actionable content.
  • Deliver rapid read throughs on major earnings, supply chain disruptions, geopolitical events, export controls, and industrial policy changes.
  • Serve as the central liaison between Asia based research teams, local sales, channel check specialists, and U.S. institutional clients.
  • Collaborate with and amplify the franchise of Citics tech analysts and research product with the U.S. institutional client base.
  • Partner closely with equity research, trading, and global sales to maximize client engagement and execution opportunities.
  • Coordinate high impact corporate access: non deal roadshows, field trips, investor conferences, and management meetings.

Requirements

  • Bachelor’s degree or above in finance or accounting discipline
  • Minimum 7 years of relevant experience in institutional equity sales or specialist sales; buy side experience or sell side tech research background preferred
  • Deep expertise across the semiconductor ecosystem — fabless, IP/EDA, foundries, OSATs, equipment, and component suppliers.
  • Sound understanding of AI infrastructure: GPUs, custom ASICs, HBM, advanced packaging, cooling, networking, and ODM/EMS manufacturing
  • Strong analytical and quantitative skills
  • Proven ability to turn complex technical industry developments into clear, investable insights for institutional investors.
  • Working familiarity with major global tech hubs: Silicon Valley, China, Taiwan, Korea, Japan.
  • Excellent verbal and written communication skills
  • Series SIE, 7, 66 are required. CFA charter holders, is a plus, but not required

Salary Range: $179,000-$200,000 USD

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