Equity Research Associate – Technology

About the role

We are currently looking for an Equity Research Associate to join our Technology - Enterprise Software group at our Portland, OR, Minneapolis, MN or Chicago, IL offices.

Responsibilities

• Work in partnership with the senior analyst to conduct extensive company and industry research
• Create financial models and valuation analyses
• Write company reports, industry reports, and develop investment recommendations
• Form relationships with company management teams through meetings, calls, roadshows, etc.
• Make company visits and attend industry conferences

As associates develop industry expertise, they will have additional responsibility for marketing their team's research and investment recommendations to our sales force and to institutional investors.

Requirements

• 1–3 years of Equity Research or Investment Banking experience
• Ability to thrive in a demanding and fast-paced environment that requires the ability to think quickly on one's feet and work independently
• A strong interest in the stock market and a demonstrated record of professional, academic and personal achievement
• Outstanding interpersonal and written communication skills
• Outstanding quantitative and organizational skills
• A strong competitive spirit balanced by a proven ability to work as part of a team
• Bachelor’s degree in Accounting, Finance, Economics, Electrical Engineering or related degrees required
• Strong financial modeling experience required
• Securities Industry Essentials, Series 86 and 87 required (or willingness to obtain)
• Progress towards CFA a plus

Compensation

The anticipated starting salary range for this position is $80,000 – $125,000 per year. Placement within this range is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market.