Merrill Corporation - San Francisco, CA
posted 3 months ago
The Technology and Software Equity Research team is a pivotal unit within our organization, responsible for covering over 55 listed issuers and vetting more than 50 potential IPOs in the technology and software sector. This sector boasts a market capitalization exceeding $3 trillion, making it one of the most significant areas for Trading, Sales, Global Wealth, and Investment Management. The ideal candidate for this position will possess between one to four years of relevant experience in financial markets, particularly with a focus on the technology and software sectors. In this role, you will collaborate closely with Senior Analysts and Junior Analysts, engaging in all aspects of the research process from idea generation to company meetings. Your contributions will be critical in providing comprehensive financial modeling and qualitative analysis for Equity Capital Committee (ECC) meetings, sales teach-ins, and the eventual launch of coverage on new companies. You will be expected to perform complex financial modeling and valuation work, write detailed industry and company reports, and initiate company coverage from scratch. Additionally, you will analyze data from market research databases, demonstrate strong industry knowledge and business judgment, and conduct interviews with industry experts regarding the companies and industries we cover. Building relationships and facilitating information flow with contacts at covered companies will be essential, as will participating in client meetings and events. You will also be responsible for closely monitoring market, industry, and company-specific activities, relaying important information to analysts, and seeking out new and unusual sources of information to enhance our research capabilities. Responding to research inquiries from institutional investor clients during market hours will also be a key part of your responsibilities.