Equity Research Analyst or Associate – IT Services

Guggenheim Securities, the investment banking and capital markets business of Guggenheim Partners, is seeking an Equity Research Analyst or Associate to support a Senior Research Analyst covering the IT Services industry. The role involves conducting fundamental research, building financial models, monitoring markets, preparing research reports, and communicating investment insights to institutional investors and sales teams.

Responsibilities

Conduct fundamental bottom-up research, including but not limited to: analyzing disclosures and financial reports of public companies, and conducting due diligence on companies’ products, sales and marketing models, and competitive landscape

Aggregate and synthesize data on IT Services industry trends

Actively monitor market news, macro trends, and stock performance of covered companies

Regularly draft reports recapping companies’ earnings results, relevant investment themes, events, and breaking news

Build and maintain detailed financial models, including discounted cash flow, SOTP, and comparable company analysis models

Interact with the Firm’s institutional sales force and investor clients, and respond to inquiries regarding research findings and directives

Regularly update analyst marketing decks

Periodically assist with survey design and collection, web-scraping, due diligence calls, and channel checks

Occasionally travel to industry events, represent the Firm in a professional manner, and recap event highlights in timely fashion

Assist with investor outreach, research distribution lists, occasional firm-hosted events, and contribute to collectively managed team calendar

Over time, develop the ability to seamlessly communicate investment theses and stock recommendations, and contribute original research ideas

Preferred

Fluency in modeling financial statements

Comfortable with large data sets and reporting

Understanding of the capital markets and stock markets, and a passion for investing

Excellent written and oral communication skills to successfully convey investment messages, ideas, or nuances to institutional investors, team members, salespeople, and/or traders

Outstanding analytical skills; ability to conduct deep primary research, analysis, and draw conclusions from information

Strong interpersonal relationship skills and style conducive to building relationships

Ability to thrive in a fast-paced, deadline-driven environment; self-starter with a proven commitment to producing high quality work

Team-oriented, unquestionable honesty and integrity, intellectual curiosity, and dedication to providing clients with the best products

Ability to deliver under pressure and meet deadlines effectively

Financial modeling

Data analysis

Capital markets understanding

Stock markets understanding

Investment passion

Written communication

Oral communication

Analytical skills

Interpersonal skills

Relationship building

Self-starter

Team-oriented

Honesty

integrity

Intellectual curiosity

Deadline management

thrive under pressure

Benefits

The total compensation package may include other components such as incentive compensation.

Company

Investment management, investment banking, and advisory firm

New York, New York, USA

http://www.guggenheimpartners.com/

Founded in 1999

1001-5000 employees

Qualifications

1-4 years of relevant experience

B.A. or B.S. Degree required

Proficient in Microsoft Excel, PowerPoint, and Word

Must have or obtain SIE, 63, 86 and 87 licenses within 6 months of hire

Currently, this role is expected to be in the ­­­­New York office at least 4 days per week

Fluency in modeling financial statements

Comfortable with large data sets and reporting

Understanding of the capital markets and stock markets, and a passion for investing

Excellent written and oral communication skills to successfully convey investment messages, ideas, or nuances to institutional investors, team members, salespeople, and/or traders

Outstanding analytical skills; ability to conduct deep primary research, analysis, and draw conclusions from information

Strong interpersonal relationship skills and style conducive to building relationships

Ability to thrive in a fast-paced, deadline-driven environment; self-starter with a proven commitment to producing high quality work

Team-oriented, unquestionable honesty and integrity, intellectual curiosity, and dedication to providing clients with the best products

Ability to deliver under pressure and meet deadlines effectively

Required skills

Financial Modeling, Fundamental Equity Research, Financial Statement Modeling, Capital Markets, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, SIE License, Series 63 License, Series 86 License, Series 87 License, Data Analysis

Preferred skills

Fluency in modeling financial statements, Comfortable with large data sets and reporting

Experience

1-4 years