Associate, Equity Research, Software

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.