Associate, Equity Research - Technology and Information Services

Jefferies Equity Research is seeking a research associate to join the San Francisco based Technology and Information Services team.

Responsibilities

The Associate will work directly with the Senior Analyst on:

• Research strategy, positioning, development, authorship and commercialization
• Modeling financial statements and conducting fundamental research
• Writing timely & actionable research reports on public companies
• Tracking and analyzing industry themes, news, data and trends
• Maintaining relationships with company and industry contacts
• Interacting with institutional sales, corporate, and buyside clients
• Attending industry events (some travel may be required)

Qualifications
Desired Qualifications

• Intellectual curiosity, avid reader, broad-based knowledge spanning multiple industries, a self-starter, and tenacious
• Strong listening, verbal, written communication, and organizational skills are essential to being effective in this role
• Ability to build complicated financial modeling skills from the ground up (writing & modeling test will be given in the second round)
• General knowledge of finance and accounting
• Excellent analytical ability & familiarity with spreadsheets
• General interest in and understanding of technology
• Ability to synthesize, simplify, and present complex information to a wide audience
• Strong interpersonal skills to enable development and maintain relationships with team members, buy-side clients and corporate contacts
• Team oriented, collaborative, and highly motivated

Preferred but not Required Experience and/or Accreditations

• CPA and/or CFA
• Equity research, investment banking, or private equity-