Sell Side Research Associate, Technology (Equity Research/Financial Modeling): Supporting senior analyst coverage of the technology sector through proprietary research, company analysis, financial modeling, valuation forecasts, and competitive profiling with an accent on primary market research and technology companies. Focus on analyzing financial statements and regulatory filings, conducting interviews and industry surveys, and evaluating company news, products, and competitive positioning.
Location: New York, New York; work is performed in the New York office.
Annual base pay: $115,000–$140,000, plus discretionary bonus and benefits.
Company
Financial services firm operating a ranked sell-side equity research platform focused on differentiated research and coverage of emerging growth companies.
What you will do
Provide primary analytical support to the Senior Analyst covering the technology sector.
Conduct proprietary research, customer and partner interviews, industry surveys, and primary market research.
Build financial models and forecasts, perform financial and valuation analyses, and create competitive profiles for covered companies.
Collect and analyze company documents, SEC and regulatory filings, industry publications, trade show information, and online data.
Interact with company management, the internal sales force, and institutional investors.
Monitor and evaluate company news and events and perform related duties as assigned.
Requirements
At least 2 years of analytical work experience in finance, accounting, engineering, or a related field.
Excellent research, writing, communication, and organizational skills, with exceptional attention to detail.
Working knowledge of Microsoft Excel, Outlook, PowerPoint, and Word.
Independent thinking, self-starting ability, and motivation to learn about and excel in a dynamic industry.
Will not require sponsorship for work authorization now or in the future.
Nice to have
Prior sell-side or buy-side equity research experience.
Knowledge of the technology sector, including hardware, software, or internet companies.
Series 7, 63, 86, and/or 87 licenses.
Passion for financial markets and a career in equity research demonstrated through school projects or work experience.
Demonstrated interest in pursuing a career in sell-side equity research.
Culture & Benefits
Mentorship from a Senior Analyst.
Exposure to emerging growth companies in the technology sector.
Career path opportunities in sell-side equity research, asset management, and business development or corporate strategy.
Discretionary bonus and employee benefits.
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