Equity Research Associate Analyst - Technology
Core
Collect industry and company data, build financial models, and conduct research on key leverage points to support stock selection in the technology sector.
Role type
Associate Equity Research Analyst (Technology)
Builds
Financial models (company, industry/sector, macro) and investment insights for portfolios covered by the centralized equity research team.
Domain
Financial Services / Equity Research / Technology
Required skills
Financial modeling (DCF, ROIC, ROE), data analysis, financial statement analysis, Excel proficiency, industry research, management communication
Preferred skills
Buy-side experience, intellectual curiosity, creativity, analytical skills in high complexity areas
Technologies
MS Excel, internal and external databases, web scraping tools
Responsibilities
Collect industry and company data through various channels; Build and maintain Excel-based financial models; Conduct research on key leverage points including conversations with management and industry experts; Review and organize data to synthesize information and identify trends; Participate in communications, company management, and general investment team meetings
Seniority
Associate, individual contributor