Equity Research Associate

7 days ago


San Francisco, California, United States Citizens Full time
Job Title: Associate Equity Research

Citizens JMP Securities is a leading middle-market investment bank, offering a comprehensive range of investment banking and institutional equities capabilities. Our team of professionals provides exceptional service to clients across six high-growth sectors: Technology, Healthcare, Financial Services, Real Estate, Consumer/Gaming, and Industrials/Aerospace & Defense.

Our equity research department covers over 400 public companies, providing institutional clients with in-depth industry knowledge, unique insights, and actionable information. Our senior research analysts develop proprietary investment themes, anticipate market trends, and produce high-quality reports.

Job Summary

We are seeking an Associate to join our Technology Research Group in San Francisco, working closely with the software team. The successful candidate will be involved in all aspects of our research activities, supporting the coverage of over 40 publicly traded software companies, communicating with investors, presenting to our salesforce, and interacting with company executives, venture capital firms, and private equity firms.

Key Responsibilities
  • Conduct financial analysis and modeling
  • Write research reports and company-specific analyses
  • Coordinate research activities and generate actionable insights
  • Attend meetings with management teams and investor conferences
  • Analyze and update investment themes and ideas across the Internet sector
  • Respond to requests from our salesforce and clients
Requirements
  • 1-2 years of software sales experience (strongly preferred)
  • Ability to relocate to San Francisco
  • Strong understanding of accounting and finance
  • Bachelor's degree in finance, economics, accounting, data science, or computer science
  • High level of proficiency with Excel
  • Strong verbal and written communication skills
  • Strong leadership and team working skills
  • Superior work ethic
Benefits

We offer competitive pay, comprehensive medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more. Our paid time off policy exceeds local and state jurisdiction requirements.

Equal Employment Opportunity

Citizens is committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability. We provide equal employment and advancement opportunities to all colleagues and applicants without regard to age, ancestry, color, citizenship, disability, ethnicity, gender, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, pregnancy, race, religion, sex, sexual orientation, or any other protected category.



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