Associate, Equity Research, Software
- Employer
- Bank of Montreal
- Location
- New York City, New York
- Salary
- Competitive salary
- Posted
- Mar 18, 2021
- Closes
- May 17, 2021
- Job Function
- Equities Research: Sell Side
- Industry Sector
- Information Technology, Software
- Employment Type
- Full Time
- Education
- Bachelors
Description
As an Equity Research Associate, the successful candidate will work closely with a senior analyst in support of providing insights and research on numerous companies across the software and IT services spectrum. The work environment involves collaboration, co-ordination and a shared knowledge with the analyst and rest of the team. The associate role requires excellent interpersonal skills and a collaborative/versatile team player. Tasks include but are not limited to:
- Strategic examination of industry trends, specific company fundamentals and competitive analysis
- Analysis of financial statements and company results
- Creation and maintenance of detailed financial models
- Writing of research reports and comments
- Communication of recommendations to internal and external clients
- Participation in virtual and physical visits to industry events and management meetings
Experience/Skills
Ability to perform abstract reasoning is critical. Also, a combination of exceptional writing skills, finance or accounting demonstrated through relevant work and educational experience is required. Prior industry experience in the tech industry is not required but could be a benefit. Candidates must have a clear and proven track record of achievement throughout their education and career. Other necessary attributes include:
- Outstanding written and verbal communication skills
- A positive attitude, intellectual curiosity, the ability to learn quickly and strong attention to detail
- Superior work ethic, self-motivation and the ability to work independently
- Ability to systematically manage a heavy work load and meet deadlines
- Flexibility to work irregular or extended hours
- Solid technology skills with robust knowledge of Excel, Word, PowerPoint, Bloomberg
Education
Candidates should have 2 - 3 years of relevant experience in the tech industry, investment banking and/or strategic consulting. MBA, CPA and/or CFA certification is preferred but not required.