Associate Equity Research Analyst

1 week ago


San Francisco, California, United States Citizens Full time
About the Role

Citizens JMP Securities is a leading middle-market investment bank, offering a comprehensive range of investment banking and institutional equities capabilities. We are seeking an Associate to join our Technology Research Group in San Francisco, working closely with the software team.

Key Responsibilities
  • Conduct in-depth research on publicly traded software companies, analyzing financial data and industry trends.
  • Develop and maintain financial models to support research reports and presentations.
  • Write high-quality research reports, including company-specific and thematic investment-driven content.
  • Attend meetings with management teams and investor conferences to gather insights and information.
  • Collaborate with the sales force and clients to provide actionable research and recommendations.
Requirements
  • 1-2 years of experience in software sales or a related field.
  • Strong understanding of accounting and finance principles.
  • Excellent communication and analytical skills.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Proficiency in Excel and other financial tools.
What We Offer

Citizens offers a competitive salary range of $100,000 - $150,000, plus opportunities for additional incentive earnings. We also provide comprehensive benefits, including medical, dental, and vision coverage, retirement benefits, and education reimbursement.

We are an equal employment opportunity employer, committed to diversity, equity, and inclusion. We welcome applications from candidates with a passion for the stock market and a strong work ethic.



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