The Equity Research Analyst will be a member of the U.S. Equity Growth Small and Mid Cap research focusing on areas within the Technology sector for Growth Portfolio Managers with the objective of producing actionable investment recommendations.

 

Major Responsibilities:

 

Perform thorough fundamental analysis of a company’s business and financial position to assess the quality of the franchise, the sustainability of its competitive advantage and its growth potential. Utilize a variety of research methods to gain a differentiated perspective on a company’s growth prospects with an emphasis on identifying stocks that have the potential to meaningfully exceed consensus expectations and possess substantial future optionality Identify and research important secular growth themes and companies exposed poised to gain market share and build an enduring franchise  Filter through a broad coverage universe to identify high-potential stocks consistent with the high-quality growth investment philosophy. Initiate and maintain written and verbal communications with Portfolio Managers focusing on the critical variables driving the investment thesis Build and maintain financial models to estimate future earnings and cash flow potential

 

Requirements:

At least 10 years buyside Technology experience    Strong relevant academic background Passion for the stock market generally and investing in growth stocks specifically Superior analytical skills, attention to detail and ability to multi-task Strong work ethic with a drive to outperform and a commitment to continuous improvement Intellectual curiosity with a desire to learn from multiple disciplines Strong interpersonal skills to work constructively and successfully with other team members Effective written and verbal communication skills Excellent financial modeling and equity valuation skills Ability to host company management teams effectively CFA preferred