Senior Research Analyst (U.S. Internet/Technology) (Bernstein Institutional Services LLC, New York, NY) - Corporate & Investment banking - New York, New York, United States

Societe Generale

$225K — $450K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Operations Research, or a related field.
  • 3 years of experience as a Financial Analyst or Investment Analyst.
  • Expertise in building forward-looking financial models with forecasting and valuation.
  • Proficient in analyzing financial statements and data sources.
  • Experience in drafting reports and presentations using statistical methods.
  • Background in performing equity research across sectors and industries.
  • Familiarity with Microsoft BI or Tableau for data visualization.

Responsibilities

  • Conduct analysis of companies, stocks, and industry trends.
  • Publish research on industry insights and market forecasts.
  • Build detailed financial forecasting models.
  • Foster relationships with sales, trading teams, and institutional clients.
  • Network with senior management in the Technology industry.
  • Collaborate with global Senior Analysts on research projects.
  • Lead and mentor a team of 1-2 Research Associates.

Benefits

  • Partial telecommuting options available.
  • Opportunity for domestic and international travel.
  • Engagement with a wide range of industry experts.
  • Access to and use of advanced software tools.
  • Dynamic work environment at a central New York location.
Full Job Description
ResponsibilitiesConduct in-depth analysis of companies, stocks, and industry themes; Publish written research on industry insights; Conduct and report on financial forecasting, including building detailed forward looking models; Build strong relationships across the investing community including our sales, trading teams and institutional clients; Build a network within their industry including senior management of their companies; Collaborate with global Senior Analyst peers in researching and analyzing technology industry trends, developing sector expertise; Communicate perspective on strategic positioning of companies within coverage and their future prospects in the market, and analysis of industry themes; Perform fundamental company and financial analysis and provide market performance and investment research coverage for companies within various industries; Perform complex financial forecasting, including building detailed financial forward-looking models; Contribute to the firm's research written products; Define data requirements, collect data from a wide range of publications, public filings and databases (Bloomberg, FactSet), and validate information by applying judgment and statistical tests and using a variety of software tool; Build strong relationships across the investing community, including our sales and trading teams and institutional clients; Build a network within the Technology industry including senior management of their companies; and Lead team of 1-2 Research Associates. Requires up to 20% domestic and international travel for marketing investment ideas to global institutional investors. Partial telecommuting permitted; on-site at 245 Park Ave., New York, NY 10167 when not telecommuting. Salary: $225,000-$450,000 per year.LOCATION: Bernstein Institutional Services LLC 245 Park Ave., New York, NY 10167Profile requiredMINIMUM REQUIREMENTS: Bachelor's degree in Finance, Operations Research or a related field, plus 3 years of professional experience as a Financial Analyst, Investment Analyst, or any occupation/position/job title performing equity research and competitive landscape analysis.Must also have experience in the following: 3 years of professional experience building forward-looking financial models, including forecasting, scenario analysis, and valuation models; 3 years of professional experience analyzing financial statements (including balance sheet, income statement and cash flow) and utilizing data sources; 3 years of professional experience independently drafting written reports and presentations for internal and external clients using statistical methods for data validation and trend identification; 3 years of professional experience performing equity research including analyzing stocks, sectors, and industry trends and performing competitive landscape analysis; and 2 years of professional experience visualizing and analyzing results with Microsoft BI or Tableau.

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