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

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

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