Associate, US Software Equity Research, San Francisco

Banque Scotia (Bank of Nova Scotia)•San Francisco, CA

47d

About The Position

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Associate, US Software Equity Research, Global Banking & Markets - San Francisco Scotiabank Global Banking and Markets (GBM) is a leading Capital Markets and Investment Banking business operating globally for over 100 years with a rapidly growing platform in the United States. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Scotia Global Banking & Markets is one of the largest and most prestigious banks in the world and provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of the bank's clients. Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for Scotia's clients across industries! We work together to drive ambition for every future! Overview/Purpose: Contributes to the success of the Scotiabank US Research Department ensuring specific goals are delivered in support of the team's business objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. What You'll Do Support Global Banking & Markets in the U.S. while also occasionally working with other Scotiabank counterparts. Assist Senior Analyst with day-to-day responsibilities including developing and forecasting software company and industry models, maintaining current up-to-date information for software companies and monitoring global technology developments. Review daily news services for relevant information that impacts the macro, software industry specific and company drivers. Gather and analyze data from various sources, including company filings (10K, 10Q), investor presentations, and third-party data providers. Interact with c-suite management of covered software companies to stay informed regarding events that may/will impact performance. Draft research reports which communicate views regarding company specific recommendations (buy, sell, hold). Work closely with Senior Analyst in the launch of new software company coverage as well as the development of new industry and thematic research reports. Partner with other technology sector colleagues and analysts on technology industry reports as well as client and corporate events. Travel within the United States and internationally to software industry events. Assist sales and trading personnel with communications to Scotiabank's technology investor clients. Facilitate company marketing efforts with technology industry and corporate contacts. Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. Champions high-performance and contributes to an inclusive work environment.

Requirements

A university degree is required, with a preference for business, economics, engineering, computer science/programming.
1-7 years of relevant experience is preferred.
Experience in finance, or at a software vendor, or within a technology ecosystem background is considered essential. Capital Markets experience, or knowledge of the technology market, would be an asset.
Passing the FINRA Series 7, 63, 86 and 87 designations will be required as a function of the role.
Strong accounting, financial modeling, and analytical skills will be required.
Command of the Microsoft productivity suite, with a particular emphasis on Excel is required.
Strong written and verbal communication skills.

Nice To Haves

A MBA, CPA/CA designation or enrollment in/completion of the Chartered Financial Analyst (CFA) program is an asset.

Responsibilities

Support Global Banking & Markets in the U.S. while also occasionally working with other Scotiabank counterparts.
Assist Senior Analyst with day-to-day responsibilities including developing and forecasting software company and industry models, maintaining current up-to-date information for software companies and monitoring global technology developments.
Review daily news services for relevant information that impacts the macro, software industry specific and company drivers.
Gather and analyze data from various sources, including company filings (10K, 10Q), investor presentations, and third-party data providers.
Interact with c-suite management of covered software companies to stay informed regarding events that may/will impact performance.
Draft research reports which communicate views regarding company specific recommendations (buy, sell, hold). Work closely with Senior Analyst in the launch of new software company coverage as well as the development of new industry and thematic research reports.
Partner with other technology sector colleagues and analysts on technology industry reports as well as client and corporate events.
Travel within the United States and internationally to software industry events.
Assist sales and trading personnel with communications to Scotiabank's technology investor clients.
Facilitate company marketing efforts with technology industry and corporate contacts.
Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
Champions high-performance and contributes to an inclusive work environment.