Equity Research - Analyst/ Associate: Technology, Enterprise Software
Company: Disability Solutions
Location: San Francisco
Posted on: October 11, 2024
Job Description:
Job Description:The Technology and Software Equity Research team
covers more than 55 listed issuers, vetting over 50 potential IPOs
in the sector with over $3 trillion market cap making it one of the
most important sectors to Trading, Sales, Global Wealth and
Investment Management.The ideal candidate will have between one to
four years of experience in markets or experience focusing on the
technology/software sector. This role works alongside their Senior
Analyst and Junior Analyst peers in all aspects from idea
generation to company meetings, and will play a critical part in
providing the financial modeling and qualitative analysis for ECC
meetings, sales teach-ins and eventual coverage
launch.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 hoursQualifications
- 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 environmentShift:1st
shift (United States of America)Hours Per Week: 40Pay Transparency
detailsUS - CA - San Francisco - 555 California St - Bofa Center -
555 California (CA5705)Pay and benefits informationPay
range$110,000.00 - $175,000.00 annualized salary, offers to be
determined based on experience, education and skill
set.Discretionary incentive eligibleThis role is eligible to
participate in the annual discretionary plan. Employees are
eligible for an annual discretionary award based on their overall
individual performance results and behaviors, the performance and
contributions of their line of business and/or group; and the
overall success of the Company.BenefitsThis role is currently
benefits eligible. We provide industry-leading benefits, access to
paid time off, resources and support to our employees so they can
make a genuine impact and contribute to the sustainable growth of
our business and the communities we serve.
Keywords: Disability Solutions, Pittsburg , Equity Research - Analyst/ Associate: Technology, Enterprise Software, Accounting, Auditing , San Francisco, California
Didn't find what you're looking for? Search again!
Loading more jobs...