Equity Research Analyst or Associate – IT Services
About The Position
Guggenheim Securities (GS) is seeking a motivated Equity Research Analyst or Associate to support a Senior Research Analyst covering the IT Services industry. This role involves conducting fundamental research on public and private companies, maintaining financial models, and developing the ability to articulate business strategies and stock recommendations to institutional investors and the sales force. The ideal candidate possesses strong writing, financial modeling, and communication skills, with a high aptitude for data gathering and synthesis. Detail-orientation, collaboration, and a willingness to travel are essential. This is a demanding but rewarding position with significant career growth potential.
Requirements
- 1-4 years of relevant experience
- B.A. or B.S. Degree required
- Proficient in Microsoft Excel, PowerPoint, and Word
- Must have or obtain SIE, 63, 86 and 87 licenses within 6 months of hire
Nice To Haves
- Fluency in modeling financial statements
- Comfortable with large data sets and reporting
- Understanding of the capital markets and stock markets, and a passion for investing
- Excellent written and oral communication skills to successfully convey investment messages, ideas, or nuances to institutional investors, team members, salespeople, and/or traders
- Outstanding analytical skills; ability to conduct deep primary research, analysis, and draw conclusions from information
- Strong interpersonal relationship skills and style conducive to building relationships
- Ability to thrive in a fast-paced, deadline-driven environment; self-starter with a proven commitment to producing high quality work
- Team-oriented, unquestionable honesty and integrity, intellectual curiosity, and dedication to providing clients with the best products
- Ability to deliver under pressure and meet deadlines effectively
Responsibilities
- Conduct fundamental bottom-up research, including analyzing disclosures and financial reports of public companies, and conducting due diligence on companies’ products, sales and marketing models, and competitive landscape.
- Aggregate and synthesize data on IT Services industry trends.
- Actively monitor market news, macro trends, and stock performance of covered companies.
- Draft reports recapping companies’ earnings results, relevant investment themes, events, and breaking news.
- Build and maintain detailed financial models, including discounted cash flow, SOTP, and comparable company analysis models.
- Interact with the Firm’s institutional sales force and investor clients, and respond to inquiries regarding research findings and directives.
- Regularly update analyst marketing decks.
- Periodically assist with survey design and collection, web-scraping, due diligence calls, and channel checks.
- Occasionally travel to industry events, represent the Firm in a professional manner, and recap event highlights in a timely fashion.
- Assist with investor outreach, research distribution lists, occasional firm-hosted events, and contribute to collectively managed team calendar.
- Develop the ability to seamlessly communicate investment theses and stock recommendations, and contribute original research ideas.
Benefits
- Incentive compensation
Stand Out From the Crowd
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
