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Vista previa generada por IA

Analyst/Association role in Equity Research covering IT consulting and business services, based in New York.

3+ years of sell-side/buy-side experience required; Excel modeling & writing skills essential.

Title

Analyst/ Associate - Equity Research, Business & Information Services

Job Description

The Business & Information Services team covers 19 stocks across the data & information and core business services spaces. The diversity of coverage provides significant learning opportunities (different business models, end-markets) in a sector with strong investor interest. The ideal candidate will have a minimum of 3 years of sell-side or buy-side experience covering the sector or related industries including financial services or software. This candidate will work with both the Senior Analyst and team members in all aspects of the job, including idea generation, contribution to investment recommendations, industry research, modeling, writing, valuation analysis, client interaction, attending company meetings and industry conferences and much more.

Responsibilities

Work with Senior Analyst to develop differentiated investment ideas and actionable research for institutional investor clients
Write regular industry and company reports and company launch initiations from scratch
Participate in IPO-related vettings and analyst days
Perform complex financial modeling & valuation work
Develop databases integral to our research product
Demonstrate strong industry knowledge and business judgment
Seek out new, unusual sources of information to augment our research capabilities
Closely follow and understand market, industry and company specific activity, and relay to analyst when traveling
Build relationships and facilitate information flow with contacts at covered companies
Interview industry experts regarding our covered companies and industries
Interact regularly with sales, trading and external clients
Respond to research inquiries from our institutional investor clients during market hours
If performance on team is strong enough, take on coverage of individual stocks over time

Qualifications

Bachelor’s degree or equivalent years of experience; CFA or other relevant professional certifications is a plus
Minimum 3 years experience - sell-side or buy-side (research, investment banking) preferred
Experience covering business and information services, financials or software preferred but not required
Strong writing, modeling and financial analysis skills (income statement, balance sheet, and cash flow statement in Excel)
Along with Finance and Accounting, should have basic understanding of economics, macroeconomic factors, international affairs, and policy/politics
Credit skills are a plus
Strong verbal communication skills with a demonstrated ability to generate differentiated investment insights and communicate complex ideas clearly
Self-motivated, intellectually curious, and passionate about financial markets
Must have strong attention to detail, ability to multi-task, and a strong work ethic
Must work well in a collaborative team environment

Shift

1st shift (United States of America)