Senior Research Analyst (U.S. Internet/Technology) (Bernstein Institutional Services LLC, New York, NY)

Responsibilities

• Conduct in-depth analysis of companies, stocks, and industry themes
• Publish written research on industry insights
• Conduct and report on financial forecasting, including building detailed forward looking models
• Build strong relationships across the investing community including our sales, trading teams and institutional clients
• Build a network within their industry including senior management of their companies
• Collaborate with global Senior Analyst peers in researching and analyzing technology industry trends, developing sector expertise
• Communicate perspective on strategic positioning of companies within coverage and their future prospects in the market, and analysis of industry themes
• Perform fundamental company and financial analysis and provide market performance and investment research coverage for companies within various industries
• Perform complex financial forecasting, including building detailed financial forward-looking models
• Contribute to the firm’s research written products
• Define data requirements, collect data from a wide range of publications, public filings and databases (Bloomberg, FactSet), and validate information by applying judgment and statistical tests and using a variety of software tools
• Build strong relationships across the investing community, including our sales and trading teams and institutional clients
• Build a network within the Technology industry including senior management of their companies
• and Lead team of 1-2 Research Associates. Requires up to 20% domestic and international travel for marketing investment ideas to global institutional investors. Partial telecommuting permitted; on-site at 245 Park Ave., New York, NY 10167 when not telecommuting.

Requirements

• Bachelor’s degree in Finance, Operations Research or a related field, plus 3 years of professional experience as a Financial Analyst, Investment Analyst, or any occupation/position/job title performing equity research and competitive landscape analysis.
• Must also have experience in the following:
• 3 years of professional experience building forward-looking financial models, including forecasting, scenario analysis, and valuation models
• 3 years of professional experience analyzing financial statements (including balance sheet, income statement and cash flow) and utilizing data sources
• 3 years of professional experience independently drafting written reports and presentations for internal and external clients using statistical methods for data validation and trend identification
• 3 years of professional experience performing equity research including analyzing stocks, sectors, and industry trends and performing competitive landscape analysis
• 2 years of professional experience visualizing and analyzing results with Microsoft BI or Tableau

Profile required

MINIMUM REQUIREMENTS: Bachelor’s degree in Finance, Operations Research or a related field, plus 3 years of professional experience as a Financial Analyst, Investment Analyst, or any occupation/position/job title performing equity research and competitive landscape analysis.

Must also have experience in the following:

• 3 years of professional experience building forward-looking financial models, including forecasting, scenario analysis, and valuation models
• 3 years of professional experience analyzing financial statements (including balance sheet, income statement and cash flow) and utilizing data sources
• 3 years of professional experience independently drafting written reports and presentations for internal and external clients using statistical methods for data validation and trend identification
• 3 years of professional experience performing equity research including analyzing stocks, sectors, and industry trends and performing competitive landscape analysis
• 2 years of professional experience visualizing and analyzing results with Microsoft BI or Tableau