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

San Francisco, California

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:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

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

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22060744

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Jessica Jonas

Referral Bonus:

0

Street Address

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