Sell Side Research Associate, Fintech and IT Services

Overview

quehanna’s Equity Research Department is looking for talent that wants to be a part of a ranked research platform. In order to continue the success of delivering a differentiated research product, we are looking for an Equity Research Associate to provide research support for the Fintech and IT Services sectors in our New York office. The role will be mentored by a well-known Senior Analyst.

Under the guidance of the Senior Analyst, the Research Associate will perform most of the major functions of a research analyst, including analysis of individual company financial statements, market research, product and competitive positioning.

The Equity Research Associate’s role calls for significant primary market research of the Fintech and IT Services industries. The ideal candidate will conduct data collection, statistical studies and interaction with management and trade associations. The Associate will perform financial and valuation analyses by generating financial models and forecasts and will create competitive profiles on specific companies. The job offers excellent exposure to emerging growth companies in the tech sector and provides a strong career path in sell-side Equity research, asset management, and business development/corporate strategy.

In this role, you will:

• Provide primary analytical support for the Senior Analyst covering the space
• Conduct proprietary research, customer/partner interviews and industry surveys
• Perform financial and valuation analysis by generating financial models/forecasts and competitive profiles on companies under coverage
• Gather and analyze data from a variety of sources, including, but not limited to, company documents and materials, SEC/regulatory filings (annual reports, 10-K’s 10-Q’s, etc.), industry publications, trade shows, and online data services
• Interact with company management, internal sales force, and institutional investors
• Monitor and evaluate company news and events
• Perform other related duties, as assigned

• Bachelor’s degree required
• 1-2 years of work experience in finance or accounting preferred
• Knowledge of the Fintech and IT Services sectors, a plus
• Series 7, 63, 86 and/or 87 a plus, but not required
• Passion for the markets, a plus
• Excellent research, writing, communication, and organization skills; candidates must be extremely detail oriented
• Working knowledge of Microsoft products (Excel, Outlook, PowerPoint and Word)
• Independent thinker and self-starter with the motivation to learn about and excel in a dynamic industry
• Visa sponsorship for work authorization is not available for this position now or in the future

The annual base pay range for this role is $100,000 – $125,000 discretionary bonus benefits. Susquehanna considers factors such as scope and responsibilities of the position, work experience, education/training, key skills, as well as market and organizational considerations when extending an offer.