Equity Research – Associate – Software

Equity Research – Associate – Software

Requirements

• 2+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Responsibilities

• Develop expertise on companies in the Software sector
• Write research reports on key company updates and industry themes
• Create and update financial models and databases
• Attend company and industry events; cultivate relationships with covered companies and industry contacts
• Communicate team views on covered companies with internal and external constituents
• Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Preferred Qualifications

• BS/BA or higher
• Direct experience within the industry or equity research industry specific sector – Software.
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Ability to work effectively, as well as independently, in a team environment
• Advanced Microsoft Excel skills, including high level of proficiency in modeling
• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
• Strong writing skills and attention to detail
• Knowledge and understanding of financial statement analysis
• Knowledge and understanding of accounting principles in the capital markets industry
• Knowledge and understanding of investment tools such as Bloomberg or FactSet application
• Strong, clear and concise written and oral communication skills