Global Investment Research, Equity Research, TMT

Job Summary and Responsibilities

• Work closely with members of the Equity Research team to conduct fundamental research within the Business & Information Services sector, supporting coverage of approximately 30 public companies.
• Develop, maintain and enhance detailed financial models, earnings analyses, industry databases and company forecasts.
• Serve as a lead associate on assigned stocks under coverage, with responsibility for financial modeling, earnings analysis, research production and day-to-day coverage maintenance while collaborating across the broader coverage universe to maintain backup coverage and shared sector expertise.
• Conduct independent primary and secondary research using company filings, industry sources, proprietary data, expert insights and other research tools to identify actionable investment opportunities and risks.
• Monitor company developments, industry trends, competitive dynamics and macroeconomic events, proactively identifying investment implications and bringing new ideas, observations and insights to the team.
• Contribute to the development of research reports, thematic projects, client presentations and other thought leadership initiatives.
• Communicate investment views and research findings with the Equities Sales force, institutional investors, company management teams and internal stakeholders.
• Take initiative in identifying emerging topics, investigating new research questions and developing differentiated insights that enhance the team’s research product and value to clients.
• Contribute to a highly collaborative, team-oriented culture that emphasizes intellectual curiosity, continuous learning, strong judgment and long-term professional development.
• Bachelor's degree in Finance, Economics, Accounting, Business, or a related field.
• 2+ years of experience in sell-side research, buy-side research, investment banking, valuation, or a related analytical role.
• Demonstrated interest in pursuing a long-term career in sell-side Equity Research, with a genuine passion for fundamental research, investing and continuous learning.
• Strong accounting, finance and valuation knowledge, including the ability to independently build and maintain three-statement financial models from a blank Excel worksheet and understand the relationships among the income statement, balance sheet and cash flow statement.
• Exceptional attention to detail, with a proven ability to identify errors, validate assumptions, reconcile data and maintain high levels of accuracy across research products.
• Strong research skills, including the ability to independently gather, evaluate and synthesize information from a variety of sources and develop thoughtful, evidence-based conclusions.
• Strong analytical and data-oriented mindset with the ability to connect disparate information, identify emerging trends and convert research findings into actionable investment insights.
• Self-starter with an ownership mentality who proactively identifies opportunities, anticipates potential risks, exercises sound judgment and consistently seeks ways to improve outcomes for the team and clients.
• Resourceful, intellectually curious and motivated to explore questions independently, develop original insights and pursue answers without waiting for direction.
• Collaborative team player with strong interpersonal and communication skills, a positive and professional demeanor and the confidence to identify issues, offer solutions, voice independent views, ask thoughtful follow-up questions and contribute constructively to discussions.
• Coachable and receptive to feedback, with a demonstrated commitment to continuous improvement, intellectual curiosity and professional development within a fast-paced environment.

Desired Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business, or a related field.
• 2+ years of experience in sell-side research, buy-side research, investment banking, valuation, or a related analytical role.
• Demonstrated interest in pursuing a long-term career in sell-side Equity Research, with a genuine passion for fundamental research, investing and continuous learning.
• Strong accounting, finance and valuation knowledge, including the ability to independently build and maintain three-statement financial models from a blank Excel worksheet and understand the relationships among the income statement, balance sheet and cash flow statement.
• Exceptional attention to detail, with a proven ability to identify errors, validate assumptions, reconcile data and maintain high levels of accuracy across research products.
• Strong research skills, including the ability to independently gather, evaluate and synthesize information from a variety of sources and develop thoughtful, evidence-based conclusions.
• Strong analytical and data-oriented mindset with the ability to connect disparate information, identify emerging trends and convert research findings into actionable investment insights.
• Self-starter with an ownership mentality who proactively identifies opportunities, anticipates potential risks, exercises sound judgment and consistently seeks ways to improve outcomes for the team and clients.
• Resourceful, intellectually curious and motivated to explore questions independently, develop original insights and pursue answers without waiting for direction.
• Collaborative team player with strong interpersonal and communication skills, a positive and professional demeanor and the confidence to identify issues, offer solutions, voice independent views, ask thoughtful follow-up questions and contribute constructively to discussions.
• Coachable and receptive to feedback, with a demonstrated commitment to continuous improvement, intellectual curiosity and professional development within a fast-paced environment.