Markets, Trading & Research

Markets Sales Analyst

BriefYour role

L3 salary: Not published yetSalary figures open with the salaries section.
Upcoming dated changes: None datedNo change with a date ahead affects this role directly.
Top critical skills: Financial markets knowledge
Derivatives and how they work
Bloomberg Terminal / market data

What the role does

Markets Sales Analyst is a role in Markets, Trading & Research. The family covers trading, sales, research and brokerage in financial markets. The core skill is financial markets knowledge, and the main work is market risk measurement and P&L and valuation control.

This is a brief profile written from the catalogue. A full profile with a day in the life, level descriptions and the effect of AI is being written.

Levels

L1 Starting out 0-2 years
L2 Independent 2-5 years
L3 Senior or specialist 5-9 years
L4 Leads a team or an area 8-14 years
L5 Leads the function 12+ years

Full level descriptions and job titles

The EFO level names are the common scale; job titles differ between employers.

Levels of Markets Sales Analyst
Level	What the work looks like	Typical years	Typical job titles
L1 Starting out	Learns the job; executes defined tasks with supervision	0-2	Banks: Analyst, Junior Analyst, Associate (asset servicing), Trainee, GraduateAsset servicers: Junior, Specialist (entry), Officer
L2 Independent	Owns a process end to end; trains L1; first contact for the team's clients	2-5	Banks: Analyst / Senior Analyst, AssociateAsset servicers: Specialist, Senior Specialist, Senior Officer
L3 Senior or specialist	Deep expertise; handles exceptions and change; represents the function in projects	5-9	Banks: Senior Associate, AVP, Assistant ManagerAsset servicers: Senior Specialist, Expert, Team Lead (small team)
L4 Leads a team or an area	Manages people or a large process; owns budgets or controls; escalation point	8-14	Banks: VP, Manager, Senior ManagerAsset servicers: Team Lead, Manager, Head of Section
L5 Leads the function	Accountable for the function in a legal entity or region; sets priorities and standards	12+	Banks: Director, Executive Director, Managing Director, Head of functionAsset servicers: Head of Department, Director

Specialisations

Specialisations share most of the role and differ in the skills listed here.

Corporate Risk Solutions Analyst

Critical skills: Financial markets knowledge, Derivatives and how they work, Bloomberg Terminal / market data

Matches your search

Credit Sales Analyst

Critical skills: Financial markets knowledge, Derivatives and how they work, Bloomberg Terminal / market data

Matches your search

Equity Sales Analyst

Critical skills: Financial markets knowledge, Derivatives and how they work, Bloomberg Terminal / market data

Matches your search

FX Sales Analyst

Critical skills: Financial markets knowledge, Derivatives and how they work, Bloomberg Terminal / market data

Matches your search

Rates Sales Analyst

Critical skills: Financial markets knowledge, Derivatives and how they work, Bloomberg Terminal / market data

Matches your search

Skills

The percentage is the skill's share of the role; the bars are drawn relative to the anchor skill, which is shown full.

Critical 3

The job cannot be done without these.

Financial markets knowledgeWeight 15.4%Anchor skillExpected level: expertRelevant to you
Derivatives and how they workWeight 10.3%Expected level: expertRelevant to you
Bloomberg Terminal / market dataWeight 10.3%Expected level: expertRelevant to you

Important and supporting skills 18

Important 9

Needed in most positions.

Reading client needs and dynamicsWeight 5.1%Expected level: practitionerRelevant to you
Prospecting and qualificationWeight 5.1%Expected level: practitionerRelevant to you
Commercial negotiationWeight 5.1%Expected level: practitionerRelevant to you
Conduct and investor protection rules (MiFID II, FINRA, SEBI)Weight 5.1%Expected level: practitionerRelevant to you
Verbal communication and presentingWeight 5.1%Expected level: practitionerRelevant to you
Resilience under pressureWeight 5.1%Expected level: practitionerRelevant to you
Commercial acumen and business senseWeight 5.1%Expected level: practitionerRelevant to you
Risk measures and sensitivitiesWeight 5.1%Expected level: practitionerRelevant to you
Persuasion and influenceWeight 5.1%Expected level: practitionerRelevant to you

Supporting 6

Help in many positions.

Account management and renewalsWeight 2.6%Expected level: practitionerRelevant to you
Advanced Microsoft ExcelWeight 2.6%Expected level: practitionerRelevant to you
Professional written communicationWeight 2.6%Expected level: practitionerRelevant to you
Portfolio construction and allocationWeight 2.6%Expected level: practitionerRelevant to you
Client service mindsetWeight 2.6%Expected level: practitionerRelevant to you
Reading organisational and political contextWeight 2.6%Expected level: practitionerRelevant to you

Useful 3

Occasionally useful.

Querying data with SQLWeight 0.9%Expected level: working knowledgeRelevant to you
Trade lifecycleWeight 0.9%Expected level: working knowledgeRelevant to you
Organisation and prioritisationWeight 0.9%Expected level: working knowledgeRelevant to you

Processes

The work the role takes part in.

What each process covers

Market risk measurementMainMeasuring sensitivities and potential losses on trading positions.
P&L and valuation controlMainProducing and explaining daily P&L and independently checking prices.
Conduct and investor protectionSupportingSuitability, product governance, disclosures and fair treatment of clients.

Dated changes for this role

No dated change for this role

No change with a date ahead names one of this role's main processes. The Regulatory calendar lists every change.

Worth knowing

Changes that touch a process this role takes part in as a secondary task.

20 Nov 2026Second Consumer Credit Directive applies
31 Jan 2027Retail Investment Strategy: final adoption expected
28 Feb 2027UK cryptoasset regime: application window and start date
8 Jun 2027UK Consumer Composite Investments rules replace PRIIPs

See all 4 in the Regulatory calendar

Salary snapshot

Salary figures are not published yet

The L3 salary range for this role, with its sources, will appear here when the salaries section opens.

Certifications

CFA Program Level I CFA Institute
CFA Program Level II CFA Institute
FRM GARP

Concepts to know

Neighbouring roles

Roles that need many of the same skills, by weighted skill overlap, with the skills you would need to add.

Debt Capital Markets Analyst

53% skill overlap

To add: Credit analysis and creditworthiness, FX risk and hedging instruments, Financial statement analysis and ratios

Your role

Trading Analyst

47% skill overlap

To add: Descriptive statistics and distributions, P&L production and explanation, Collateral and margining

Your role

Equity Capital Markets Analyst

46% skill overlap

To add: Company valuation (DCF, multiples), Financial statement analysis and ratios, Building a slide narrative

Your role

Structuring Analyst

44% skill overlap

To add: FX risk and hedging instruments, Collateral and margining, Python for data analysis

Your role

Private Banking Analyst

40% skill overlap

To add: Wealth planning, suitability and client onboarding, Corporate taxation, Know your customer due diligence

Your role

Family Office Analyst

39% skill overlap

To add: Wealth planning, suitability and client onboarding, Corporate taxation, Know your customer due diligence

Your role

Do this job? Suggest a correction

Sources

The EFO role catalogue, with skills, levels and processes. How it is built
ESCO classification of the European Commission (external site) for job titles