Capital Markets - Research Associate

LionTree

$80K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in a related field
  • 2+ years of Sell-Side/Buy-Side Equity Research, financial journalism, or corporate experience in the TMT sector
  • Advanced proficiency in Microsoft Excel, including financial modeling
  • Strong skills in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
  • Clear and concise written and oral communication skills
  • Attention to detail and ability to meet tight deadlines

Responsibilities

  • Create editorial content on media, technology, and digital economy topics
  • Prepare weekly thematic reports for top clients in TMT sectors
  • Assist in the development of monthly and quarterly thematic content
  • Plan and execute company and sector discussions with institutional investors
  • Maintain processes, systems, and databases
  • Support IPO advisory efforts
  • Engage with clients and internal teams across organizational levels

Benefits

  • Opportunity for cross-product collaboration within the firm
  • Engagement with senior management teams and influential clients
  • A dynamic work environment with a focus on entrepreneurship and self-starters
  • Exposure to a broad scope of industry trends in TMT sectors
  • Potential to build valuable relationships with institutional investors
Full Job Description
Job Summary:

We are seeking an individual to join our Public & Capital Markets division, which has a multifaceted mandate across thematic research/insights, institutional investor coverage, and IPO advisory.

Duties and Responsibilities:
  • A primary responsibility will be to create editorial content that covers a wide range of topics in the media, technology, and digital economy sectors. This includes:
    • Assisting in the preparation of a weekly TMT thematic report which is distributed to the firm's top clients (public and private company executives, private equity and venture capital investors, and large institutional investors)
    • Assist in other monthly and quarterly thematic content that we create and distribute
    • Stay on top of key industry and sector trends
  • Another primary responsibility is to help plan, support, and execute our company and sector discussions and bus tours with our institutional investor clients
  • Other responsibilities include:
    • Help maintain our processes, systems, and databases
    • Support our IPO advisory efforts
    • Interact and engage with clients, internal constituents, and senior management teams
    • Participate in cross-product collaboration with banking advisory and merchant banking teams

Requirements:
  • Must enjoy writing and researching and must also have strong, clear and concise written and oral communication skills
  • Must have the ability to distill large amounts of information succinctly and be able to cut through the noise
  • Must have a high level of attention to detail
  • Must be able to meet deadlines (we publish on Friday nights)
  • Must be entrepreneurial, a self-starter, and have a strong work ethic
  • Must have a level of knowledge and understanding of accounting principles and the public markets
  • Must have the ability to work effectively in a small team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important

Experience & Qualifications:
  • Must have a minimum of a bachelor's degree in a related field
  • 2+ years of Sell-Side / Buy-Side Equity Research, financial journalism, or corporate role in the TMT sector
  • Advanced Microsoft Excel skills, including high level of proficiency in modeling
  • Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
  • General technology skills

Not required but a plus:
  • Buyside relationships with TMT investors & experience with investing
  • Experience using FactSet and Bloomberg, and other data aggregation programs

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