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Equity Research Analyst
2 months ago
Job Overview
The Equity Research team specializing in Technology and Software is responsible for analyzing over 55 publicly traded companies, assessing more than 50 potential IPOs within a sector that boasts a market capitalization exceeding $3 trillion. This sector is crucial for Trading, Sales, Global Wealth, and Investment Management.
The ideal candidate will possess 1 to 4 years of relevant experience in financial markets or a focus on the technology/software industry. This position collaborates closely with Senior and Junior Analysts, engaging in all phases from idea generation to corporate meetings, and plays a vital role in delivering financial models and qualitative assessments for internal meetings, sales presentations, and coverage launches.
Key Responsibilities
- Conduct intricate financial modeling and valuation analyses.
- Prepare comprehensive industry and company reports, including initiation of coverage.
- Analyze data sourced from market research databases.
- Exhibit strong industry insight and business acumen.
- Engage with industry experts regarding covered companies and sectors.
- Collaborate with Senior Analysts to identify significant industry trends.
- Cultivate relationships and facilitate information exchange with contacts at covered firms.
- Actively participate in client meetings and industry events.
- Attend meetings and engage with key opinion leaders.
- Monitor and report on market, industry, and company-specific developments during travel.
- Seek innovative and unconventional sources of information to enhance research capabilities.
- Address research inquiries from institutional investor clients during market hours.
Required Qualifications
- Bachelor’s Degree or equivalent professional experience.
- 1-4 years of experience in the technology/software sector, including equity research, buy-side experience, or investment banking.
- Proficient writing and modeling skills, including financial statements in Excel.
- Ability to articulate complex topics clearly and concisely.
- Competence in interpreting and creating charts, diagrams, tables, and other data visualizations.
- Capability to thrive in a dynamic and high-pressure environment.
- Passion for following stock market trends and conducting both desktop and field research.
- A foundational understanding of economics, macroeconomic factors, international affairs, and policy/politics, alongside Finance and Accounting.
- Exceptional communication skills, both written and verbal.
- Strong attention to detail and ability to manage multiple tasks effectively.
- Proven ability to work collaboratively within a team setting.
Work Schedule:
1st shift (United States of America)Weekly Hours:
40