What are the responsibilities and job description for the Associate Equity Research - Software Sector position at Citizens?
Description
Citizens JMP Securities is one of the country’s top middle-market investment banks, with a complete range of investment banking and institutional equities capabilities, an exceptionally strong team of professionals, and a broad client base across six high-growth segments of the economy: Technology, Healthcare, Financial Services, Real Estate, Consumer/Gaming, and Industrials/Aerospace & Defense. JMP Securities was founded in San Francisco over two decades ago, and our entrepreneurial spirit is a product of our Bay Area heritage.
Citizens JMP Securities’ equity research department covers 400 public companies and provides institutional clients with comprehensive industry knowledge, unique insight and actionable information. JMP’s senior research analysts are charged with developing proprietary investment themes, anticipating secular and cyclical changes and producing action-oriented reports. JMP follows companies in four broad growth industries: Technology, Healthcare, Financial Services and Real Estate—and produces specialized equity research that enables investors to understand and invest in complicated growth stocks profitably.
JMP is seeking an Associate to join its Technology Research Group in San Francisco working with the software team. The Technology Research Associate will be involved in all facets of JMP’s research activities and will play an integral role supporting the coverage of more than 40 publicly traded software companies, communicating with public investors, presenting to the JMP salesforce and interacting with company executives, venture capital firms and private equity firms.
The specific responsibilities of the Associate include, but are not limited to, writing research reports, financial analysis and modeling, conducting industry and company-specific research, coordinating the various processes involved in generating actionable, proprietary software research.
As part of their responsibilities, the associate will be expected to study for and pass the Securities Industry Essentials (SIE) exam as well as the Series 86 and Series 87 exams.
Responsibilities
The salary range for this position is $100,000 - $150,000 plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens), provides equal employment and advancement opportunities to all applicants for employment and colleagues without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability, or history or record of a disability, ethnicity, gender, gender identity or expression, transgendered and transitioning individuals, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day and where all are expected to be treated with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. We perform our best so we can do more for our customers, colleagues, communities and shareholders.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Posting End Date: 04/01/2025
Citizens JMP Securities is one of the country’s top middle-market investment banks, with a complete range of investment banking and institutional equities capabilities, an exceptionally strong team of professionals, and a broad client base across six high-growth segments of the economy: Technology, Healthcare, Financial Services, Real Estate, Consumer/Gaming, and Industrials/Aerospace & Defense. JMP Securities was founded in San Francisco over two decades ago, and our entrepreneurial spirit is a product of our Bay Area heritage.
Citizens JMP Securities’ equity research department covers 400 public companies and provides institutional clients with comprehensive industry knowledge, unique insight and actionable information. JMP’s senior research analysts are charged with developing proprietary investment themes, anticipating secular and cyclical changes and producing action-oriented reports. JMP follows companies in four broad growth industries: Technology, Healthcare, Financial Services and Real Estate—and produces specialized equity research that enables investors to understand and invest in complicated growth stocks profitably.
JMP is seeking an Associate to join its Technology Research Group in San Francisco working with the software team. The Technology Research Associate will be involved in all facets of JMP’s research activities and will play an integral role supporting the coverage of more than 40 publicly traded software companies, communicating with public investors, presenting to the JMP salesforce and interacting with company executives, venture capital firms and private equity firms.
The specific responsibilities of the Associate include, but are not limited to, writing research reports, financial analysis and modeling, conducting industry and company-specific research, coordinating the various processes involved in generating actionable, proprietary software research.
As part of their responsibilities, the associate will be expected to study for and pass the Securities Industry Essentials (SIE) exam as well as the Series 86 and Series 87 exams.
Responsibilities
- Create and maintain financial models
- Perform financial analysis and due diligence
- Write company specific and thematic investment-driven research reports
- Conduct research from the primary literature, proprietary databases, tailored industry surveys
- Attend meetings with management teams and investor conferences
- Analyze and update investment themes and ideas across the Internet sector
- Respond to requests from institutional sales force and from clients
- 1-2 years of software sales experience strongly preferred
- Live in, or ability to relocate to, San Francisco
- A love of stocks and the stock market
- Basic understanding of accounting and finance
- Bachelor's degree along with outstanding academic achievement, preferably in fields of finance, economics, accounting, data science or computer science
- High level of proficiency with Excel
- Strong verbal and written communication skills
- Strong leadership and team working skills
- Superior work ethic
- In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States
- Hours per Week: 40
- Work Schedule: Mondays to Fridays
The salary range for this position is $100,000 - $150,000 plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens), provides equal employment and advancement opportunities to all applicants for employment and colleagues without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability, or history or record of a disability, ethnicity, gender, gender identity or expression, transgendered and transitioning individuals, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day and where all are expected to be treated with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. We perform our best so we can do more for our customers, colleagues, communities and shareholders.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Posting End Date: 04/01/2025
Salary : $100,000 - $150,000
