Equity Research Associate - Technology

Piper Sandler Companies

$80K — $125K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 1-3 years of Equity Research or Investment Banking experience
  • Bachelor's degree in Accounting, Finance, Economics, Electrical Engineering or related degrees required
  • Securities Industry Essentials, Series 86 and 87 required (or willingness to obtain)
  • Strong financial modeling experience required
  • Outstanding interpersonal and written communication skills
  • Strong quantitative and organizational skills
  • Ability to thrive in a demanding, fast-paced environment

Responsibilities

  • Partner with the senior analyst for extensive company and industry research
  • Create financial models and conduct valuation analyses
  • Write reports on companies and industries, providing investment recommendations
  • Establish relationships with company management through various engagements
  • Participate in company visits and attend industry conferences
  • Market research and investment recommendations to sales force and institutional investors

Benefits

  • Annual incentive compensation
  • Opportunity to develop industry expertise
  • Engagement with senior analysts
  • Networking opportunities within the finance sector
  • Access to industry conferences and company management directly
Full Job Description
Job Description:

We are currently looking for an Equity Research Associate to join our Technology - Enterprise Software group at our Portland, OR, Minneapolis, MN or Chicago, IL offices.

Responsibilities
  • Work in partnership with the senior analyst to conduct extensive company and industry research
  • Create financial models and valuation analyses
  • Write company reports, industry reports, and develop investment recommendations
  • Form relationships with company management teams through meetings, calls, roadshows, etc.
  • Make company visits and attend industry conferences


As associates develop industry expertise, they will have additional responsibility for marketing their team's research and investment recommendations to our sales force and to institutional investors.

Requirements
  • 1-3 years of Equity Research or Investment Banking experience;
  • Ability to thrive in a demanding and fast-paced environment that requires the ability to think quickly on one's feet and work independently
  • A strong interest in the stock market and a demonstrated record of professional, academic and personal achievement
  • Outstanding interpersonal and written communication skills
  • Outstanding quantitative and organizational skills
  • A strong competitive spirit balanced by a proven ability to work as part of a team
  • Bachelor's degree in Accounting, Finance, Economics, Electrical Engineering or related degrees required
  • Strong financial modeling experience required
  • Securities Industry Essentials, Series 86 and 87 required (or willingness to obtain)
  • Progress towards CFA a plus


The anticipated starting salary range for individuals expressing interest in this position is $80,000 - $125,000 per year. Placement within this range is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market.

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