
Job Description:
The Technology and Software Equity Research team covers more than 55 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.
Responsibilities
Perform complex financial modeling & valuation work
Write regular industry and company reports and company launch initiations from scratch
Analyze data in market research databases
Demonstrate strong industry knowledge and business judgment
Interview industry experts regarding our covered companies and industries
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 to augment our research capabilities
Respond to research inquiries from our institutional investor clients during market hours
Qualifications
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 (income statement, balance sheet, and cash flow statement in Excel)
Ability to write clearly and concisely about technology, business, and other complex topics
Ability to comprehend and create charts, diagrams, tables and other data visualizations
Must be able to thrive in a fast-paced and intense environment.
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
Job Band:
H6Shift:
1st shift (United States of America)Hours Per Week:
40Weekly Schedule:
Referral Bonus Amount:
0Job Description:
The Technology and Software Equity Research team covers more than 55 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.
Responsibilities
Perform complex financial modeling & valuation work
Write regular industry and company reports and company launch initiations from scratch
Analyze data in market research databases
Demonstrate strong industry knowledge and business judgment
Interview industry experts regarding our covered companies and industries
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 to augment our research capabilities
Respond to research inquiries from our institutional investor clients during market hours
Qualifications
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 (income statement, balance sheet, and cash flow statement in Excel)
Ability to write clearly and concisely about technology, business, and other complex topics
Ability to comprehend and create charts, diagrams, tables and other data visualizations
Must be able to thrive in a fast-paced and intense environment.
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
Shift:
1st shift (United States of America)Hours Per Week:
40Learn more about this role