Equity Research Analyst/Associate - Software

About the role

The Associate will join the Enterprise Software team within the Equity Research department. The primary responsibilities include creating and maintaining earnings, valuation, and industry models, writing research reports, interacting with institutional investors, analyzing industry news, developing relationships with investor relations personnel and company management, using AI-enabled research tools, conducting industry diligence, and assisting internal sales and trading teams.

Responsibilities

• Create and maintain earnings, valuation and industry models leveraging skills in accounting, finance and economics.
• Write research reports for initiations of coverage, analysis of data, earnings results, and industry news.
• Interact with institutional investors, respond to requests for models and data analysis.
• Keep abreast of industry-related news flow.
• Analyze implications of news/industry developments to companies under coverage.
• Develop and maintain relationships with investor relations personnel and management of companies under coverage.
• Adopt and apply AI-enabled research tools judiciously to accelerate information gathering, model maintenance, data analysis, and workflow execution while maintaining analytical rigor, source verification, and quality control.
• Conduct industry diligence and primary research through surveys, expert conference calls, and various channel checks to evaluate industry trends.
• Assist internal sales and trading teams in the timely analysis of breaking news in the sector.

Qualifications

• 1 to 3 years of professional experience in Equity Research, Investment Banking, or Capital Markets.
• Experience utilizing Excel to Build / Maintain Financial models, an advanced level of excel proficiency is expected and required.
• Strong PowerPoint skills are required.
• Expected to be adaptable and have the ability to work well under pressure.
• Strong attention to detail is a must.
• CFA path is a plus.

Pay

Expected base pay rates for the role will be between $110,000 and $125,000 per year for Analyst, and between $150,000 and $200,000 per year for Associate, at the commencement of employment.