Associate, Equity Research, Software

New York City, New York
Competitive salary
Mar 18, 2021
May 17, 2021
Employment Type
Full Time


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


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


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.

  • You need to sign in to save