Equity Research - Analyst/ Associate: Technology, Enterprise Software

$110,000 - $175,000/Yr

Disability Solutions - San Francisco, CA

Full-time - Entry Level

San Francisco, CA

Administrative and Support Services

About the position

The Technology and Software Equity Research team is responsible for analyzing and providing insights on over 55 listed issuers in the technology and software sector, which has a significant market cap exceeding $3 trillion. The role involves collaboration with Senior and Junior Analysts to conduct financial modeling, qualitative analysis, and generate industry reports, playing a crucial part in the research process and client interactions.

Responsibilities

• Perform complex financial modeling & valuation work
• Write regular industry and company reports and company launch initiations from scratch
• Analyze data in market research databases
• Demonstrate strong industry knowledge and business judgment
• Interview industry experts regarding our covered companies and industries
• Work with Senior Analysts to develop key industry themes
• Build relationships and facilitate information flow with contacts at covered companies
• Participate and contribute to client meetings and events
• Attend meetings and interact with key opinion leaders
• Closely follow and understand market, industry and company specific activity, and relay to analyst when traveling
• Seek out new, unusual sources of information to augment our research capabilities
• Respond to research inquiries from our institutional investor clients during market hours

Requirements

• Bachelor's Degree or equivalent years of experience
• 1-4 years of experience focusing on the technology/software sector (equity research, buy side experience or investment banking experience)
• Strong writing and modeling skills (income statement, balance sheet, and cash flow statement in Excel)
• Ability to write clearly and concisely about technology, business, and other complex topics
• Ability to comprehend and create charts, diagrams, tables and other data visualizations
• Must be able to thrive in a fast-paced and intense environment
• Must enjoy following the stock market and doing desktop and field research
• Along with Finance and Accounting, should have basic understanding of economics, macroeconomic factors, international affairs, and policy/politics
• Must have excellent communication skills, written and verbal
• Must have strong attention to detail, ability to multi-task
• Must work well in a collaborative team environment

Benefits

• Industry-leading benefits
• Access to paid time off
• Resources and support for employees
• Annual discretionary award based on performance