Back to search results

Analyst/Associate- Equity Research, Technology (Software & Internet), San Fran

San Francisco, California

Job Description:

The Technology and Software Equity Research team covers more than 45 listed issuers, vetting over 50 potential IPOs in the sector with over $3 trillion market cap making it one of the most important sectors to Trading, Sales, Global Wealth and Investment Management. The team is looking for a junior analyst to be based in San Francisco, CA. The ideal candidate will have between one to four years of experience in markets or experience focusing on the technology/software sector. This role works alongside their Senior Analyst and Junior Analyst peers in all aspects from idea generation to company meetings, and will play a critical part in providing the financial modeling and qualitative analysis for ECC meetings, sales teach-ins and eventual coverage launch.


  • Perform complex financial modeling & valuation work
  • Write regular industry and company reports and company launch initiations from scratch
  • Develop databases integral to our research product
  • Demonstrate strong industry knowledge and business judgment
  • Work with Senior Analysts to develop key industry themes
  • Build relationships and facilitate information flow with contacts at covered companies
  • Participate and contribute to client meetings and events
  • Attend meetings and interact with key opinion leaders
  • Closely follow and understand market, industry and company specific activity, and relay to analyst when traveling
  • Seek out new, unusual sources of information
  • Leverage our robust network of industry contacts
  • Interact regularly with clients


  • Bachelor’s Degree
  • 1-4 years of experience focusing on the technology /software sector (equity research, buy side experience or investment banking experience)
  • Strong writing and modeling skills. Must be an expert at MS Word and MS Excel
  • Must be able to thrive in a fast-paced and intense environment.
  • Must have excellent communications skills, written and verbal
  • Must enjoy following the stock market and doing desktop and field research
  • Along with Finance and Accounting, should have basic understanding of economics, macroeconomic factors, international affairs, and policy/politics
  • Must have excellent communication skills, written and verbal
  • Must have strong attention to detail, ability to multi-task
  • Must work well in a collaborative team environment


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: No


Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
101 CALIFORNIA ST, CA, San Francisco, 94111