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Associate, Equity Research, Software

Employer
Bank of Montreal
Location
New York City, New York
Salary
Competitive salary
Closing date
May 17, 2021

View more

Job Function
Equities Research: Sell Side
Industry Sector
Information Technology, Software
Employment Type
Full Time
Education
Bachelors

Job Details

Description

As an Equity Research Associate, the successful candidate will work closely with a senior analyst in support of providing insights and research on numerous companies across the software and IT services spectrum. The work environment involves collaboration, co-ordination and a shared knowledge with the analyst and rest of the team. The associate role requires excellent interpersonal skills and a collaborative/versatile team player. Tasks include but are not limited to:

  • Strategic examination of industry trends, specific company fundamentals and competitive analysis
  • Analysis of financial statements and company results
  • Creation and maintenance of detailed financial models
  • Writing of research reports and comments
  • Communication of recommendations to internal and external clients
  • Participation in virtual and physical visits to industry events and management meetings

Experience/Skills

Ability to perform abstract reasoning is critical. Also, a combination of exceptional writing skills, finance or accounting demonstrated through relevant work and educational experience is required. Prior industry experience in the tech industry is not required but could be a benefit.  Candidates must have a clear and proven track record of achievement throughout their education and career. Other necessary attributes include:

  • Outstanding written and verbal communication skills
  • A positive attitude, intellectual curiosity, the ability to learn quickly and strong attention to detail
  • Superior work ethic, self-motivation and the ability to work independently
  • Ability to systematically manage a heavy work load and meet deadlines
  • Flexibility to work irregular or extended hours
  • Solid technology skills with robust knowledge of Excel, Word, PowerPoint, Bloomberg

Education

Candidates should have 2 - 3 years of relevant experience in the tech industry, investment banking and/or strategic consulting. MBA, CPA and/or CFA certification is preferred but not required.

Company

Large North American commercial bank.
Company info
Telephone
212 885 4010
Location
#3 Times Square
New York
NY
New York
US

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