Equity Analyst (Technology)
About the company:
My client is a leading financial services firm, committed to serving and growing client relationships for the last 150 years. The business has full service, investment-led business offering wealth management, asset management, investment banking and private equity services.
A great opportunity has arisen for an Equity Analyst (Technology)
About the role:
As an equity analyst covering the Technology and Video Gaming sector you will build an in-depth knowledge of the sector which will be leveraged to provide value-add expertise and insights to both internal and external clients and stakeholders.
As an equity analyst covering the Technology and Video Gaming sector you will build an in-depth knowledge of the sector which will be leveraged to provide value-add expertise and insights to both internal and external clients and stakeholders. This role requires model creation and maintenance, thematic research publication, client marketing and network building
.
Aside from taking responsibility for individual company and/or sector coverage, the candidate will also consider rolling out coverage to additional stocks if deemed commercial to enhance the franchise.
All analysts in the department will be required to have input into department wide initiatives.
Responsibilities of the Equity Analyst (Technology) include but are not limited to:
- Analysis of financial accounts of both covered and peer companies
- Analysis of industry data, trends and related company strategies
- Developing detailed financial models for covered technology companies
- Interaction with management teams and engagement with Corporate Broking to maintain existing corporate relationships and develop new relationships.
- Publishing thematic stock and sector research notes for institutional clients
- Innovative stock and sector ideas.
- Daily communication with internal teams including traders and equity sales on latest stock views; peer company results and newsflow
- Planning sectoral events for institutional and corporate clients
- Attending bespoke industry events.
- Appetite to build a strong network and rapport with both public and private companies, private equity, and institutional investors.
- Initiation of New sectoral coverage across the technology space
- Preparation of weekly newflow pertinent to the sector
- Assistance in managing graduate trainee rotations and delegating tasks where appropriate.
Qualifications and Experience required for the role:
- 5+ years of relevant sector experience as a sell-side or buy-side analyst with a detailed market and company knowledge
- The ideal candidate will possess, Excellent Microsoft Office skills and Bloomberg and/or FactSet
- CFA or chartered accountancy qualifications are welcome but not prerequisite
- Relevant Degree 2.1 minimum
Ideal Characteristics for the successful candidate for this role:
- Knowledge of and a strong interest in the international investment environment
- Excellent interpersonal, communication and presentation skills
- Strong numeric ability combined with an independent thought process
- Skilled problem-solving
- A highly motivated team player who requires minimum supervision
- A proven track record in balancing exceptional client service with challenging targets
