Research Associate - U.S. Growth & Core (Technology)
Core
Conduct fundamental research on quality growth companies in the technology sector, building financial models and preparing reports to support investment teams.
Role type
Junior research analyst (technology)
Builds
Financial models, industry reports, and investment recommendations for clients and portfolio managers
Domain
Financial services / Technology sector
Required skills
Financial analysis, Accounting statement analysis, Data gathering and analysis, Financial modeling, Industry research, Report writing
Preferred skills
Big 4 or public accounting experience, Knowledge of investment concepts, Relationship building
Technologies
Microsoft Office, Industry standard data sources
Responsibilities
Develop detailed knowledge of the technology industry and market developments; Gather and analyze research data and maintain databases; Conduct financial and accounting statement analyses; Develop and maintain financial models for revenue, income, and cash flow forecasts; Prepare industry and company reports and presentations; Host meetings with company executives and brokers; Assist in formulating new investment ideas; Ensure compliance with rules and regulations.