Equity Research Associate Analyst – Software

Role Summary

• Role provides fundamental equity research support for our lead technology analyst
• 3-5 year structured program offering extensive training and mentoring, designed to develop future analysts
• Exceptional performers have potential to be promoted to Equity Research Analyst
• Competitive compensation with significant upside potential for high performers
• Daily opportunity to learn directly from our senior investment professionals

• Diverse responsibilities including company/industry related research projects, collaboration with portfolio managers, and extensive financial analysis
• Opportunity to interact with public company CEOs and CFOs both in our offices and on the road
• Expectation to provide investment insight and impact the investment process, not just number crunching

• Bachelor’s Degree required
• 2-4 years relevant work experience (technology equity research preferred)
• Strong Excel and financial modelling skills including previous experience building three-statement models
• Creativity and ability to imagine

• Strong academic background and intellectual curiosity
• Highly motivated, confident self-starter with ability to work independently and with others
• Effective communication skills (verbal and written)
• Demonstrated ability to conduct in-depth thematic research across a broad spectrum of topics which can be additive to the investment process
• Experience on a team that has significantly ramped up a new investment product
• Completion of at least level 1 of the CFA preferred
• Demonstrated ability to derive meaningful insights from in-depth research and analysis

FINRA licenses are not required and will not be supported for this role.

This role is eligible for hybrid work, with up to one day per week from home.

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status).