US Equity Research - Small & Mid Cap Internet - Analyst
About the role
As an Analyst in Equity Research covering Small & Mid Cap Internet, you will become an industry expert, helping to conduct and facilitate industry analysis and company-specific coverage. This role involves core research ranging from dissecting earnings releases and regulatory filings to assessing relevant news events, modeling financial statements and industry dynamics, performing detailed valuation work, writing research notes and sector pieces, and speaking to internal and external clients and management teams about the stocks and sector.
You will work with partners in both Sales and Trading to provide comprehensive client coverage, including fulfilling client requests for market updates and market intelligence. Research is fast-paced, demanding, and intellectually stimulating.
Responsibilities
- Build and maintain Excel-based models to forecast company financials and project industry dynamics
- Perform detailed valuation work to support stock recommendations
- Analyze complex data sets, news releases, regulatory filings, and industry events to shape your view of the industry and companies under coverage
- Write research notes on covered companies and sector reports and prepare presentations
- Build relationships and communicate effectively with internal and external clients, industry experts, and management teams
- Fulfill client requests in a timely and thorough manner
- Demonstrate intellectual curiosity and seek to generate ideas for differentiated research product
Requirements
- FINRA licenses Series 86 and Series 87
- Two to three years of experience in equity research and/or investment banking
- Strong accounting, finance, quantitative, and business communication skills
- Modeling, forecasting, and valuation experience
- Advanced level of proficiency in Excel
- Ability to multi-task and collaborate within a team environment as well as work independently
- High level of organizational skills, excellent attention to detail, and a proven ability to meet deadlines in a dynamic environment
- Passion for the markets and interest in the Small & Mid Cap Internet sector
Preferred Qualifications
- CFA charterholder or progress towards CFA
- Some coding capabilities – e.g., VBA, Python
Benefits
- Comprehensive health care coverage
- On-site health and wellness centers
- Retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
Additional details about total compensation and benefits will be provided during the hiring process.
Pay
Competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.