Analyst/ Associate - Equity Research, Business & Information Services
About The Position
The Business & Information Services team covers 19 stocks across the data & information and core business services spaces. The diversity of coverage provides significant learning opportunities (different business models, end-markets) in a sector with strong investor interest. The ideal candidate will have a minimum of 3 years of sell-side or buy-side experience covering the sector or related industries including financial services or software. This candidate will work with both the Senior Analyst and team members in all aspects of the job, including idea generation, contribution to investment recommendations, industry research, modeling, writing, valuation analysis, client interaction, attending company meetings and industry conferences and much more.
Requirements
- Bachelor’s degree or equivalent years of experience
- Minimum 3 years experience - sell-side or buy-side (research, investment banking) preferred
- Strong writing, modeling and financial analysis skills (income statement, balance sheet, and cash flow statement in Excel)
- Along with Finance and Accounting, should have basic understanding of economics, macroeconomic factors, international affairs, and policy/politics
- Strong verbal communication skills with a demonstrated ability to generate differentiated investment insights and communicate complex ideas clearly
- Self-motivated, intellectually curious, and passionate about financial markets
- Must have strong attention to detail, ability to multi-task, and a strong work ethic
- Must work well in a collaborative team environment
Nice To Haves
- CFA or other relevant professional certifications is a plus
- Experience covering business and information services, financials or software preferred but not required
- Credit skills are a plus
Responsibilities
- Work with Senior Analyst to develop differentiated investment ideas and actionable research for institutional investor clients
- Write regular industry and company reports and company launch initiations from scratch
- Participate in IPO-related vettings and analyst days
- Perform complex financial modeling & valuation work
- Develop databases integral to our research product
- Demonstrate strong industry knowledge and business judgment
- Seek out new, unusual sources of information to augment our research capabilities
- Closely follow and understand market, industry and company specific activity, and relay to analyst when traveling
- Build relationships and facilitate information flow with contacts at covered companies
- Interview industry experts regarding our covered companies and industries
- Interact regularly with sales, trading and external clients
- Respond to research inquiries from our institutional investor clients during market hours
- If performance on team is strong enough, take on coverage of individual stocks over time
Benefits
- Discretionary incentive eligible
- This role is eligible to participate in the annual discretionary plan.
- Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
- This role is currently benefits eligible.
- We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
