Overview In this role you contribute to equity research within the IT sector, partnering with senior analysts to generate actionable investment ideas. You'll build and maintain financial models, assess earnings and guidance, and support portfolio decisions across global offices. You'll contribute to ESG and other research processes, enhancing investment strategies. This hybrid role offers collaboration with multicultural teams and opportunities to take primary research ownership for select IT names.
Compensation / Benefits- Hybrid work environment
- Collaboration with global teams
- Opportunities for professional growth and innovation
Responsibilities- Conduct fundamental research on IT sector companies and offer independent insights
- Build and maintain detailed financial models with forecasts and valuations
- Analyze quarterly results, guidance, and disclosures to refine theses
- Prepare investment materials and sector commentary for internal stakeholders
- Collaborate with portfolio managers and analysts to identify opportunities
- Utilize data analytics tools to analyze large datasets for insights
- Support ESG evaluation frameworks and other research processes
- Travel domestically and internationally for research and collaboration
Key requirements- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3-5 years of experience in equity research, investment management, or related roles
- Proficiency in financial modeling, valuation, and financial statement analysis
- Experience with Bloomberg, FactSet, or similar platforms preferred
- Familiarity with data analytics tools such as Python or SQL advantageous
- Strong written and verbal communication skills
- Ability to work independently and collaboratively in a fast-paced environment
- CFA designation or progress toward it preferred but not mandatory
- Strong written and verbal communication
- Independent and collaborative work style
- Detail-oriented and analytical mindset
- Financial modeling
- Valuation
- Analysis of financial statements
