Demo

Associate

Selby Jennings
Santa Rosa, CA Full Time
POSTED ON 1/17/2025
AVAILABLE BEFORE 4/16/2025

About Us : Working with a leading investment management firm specializing in the technology sector. We are committed to delivering superior returns for our clients through rigorous research, strategic investments, and a deep understanding of market dynamics.

Job Summary : We are seeking a highly motivated and detail-oriented Buy-Side Associate to join our dynamic team. The successful candidate will play a crucial role in identifying and evaluating investment opportunities, conducting thorough research, and supporting portfolio management activities.

Key Responsibilities :

  • Conduct comprehensive research and analysis of potential investment opportunities, including financial statement analysis, industry research, and economic data evaluation.
  • Develop and maintain detailed financial models to project future earnings, cash flows, and other key metrics.
  • Monitor market trends, news, and developments to provide timely insights and recommendations.
  • Prepare and present investment recommendations to portfolio managers and other decision-makers within the firm.
  • Collaborate with company executives, industry experts, and other stakeholders to gather qualitative data and enhance investment analysis.
  • Assist in the management and monitoring of existing investments, including performance tracking and risk assessment.
  • Support the preparation of investment reports, presentations, and other documentation for internal and external stakeholders.

Qualifications :

  • Bachelor's degree in Finance, Economics, Accounting, or a related field.
  • 2-4 years of experience in investment banking, management consulting, commercial banking, or a similar field.
  • Strong analytical skills with proficiency in financial modeling and valuation techniques.
  • Excellent written and verbal communication skills, with the ability to convey complex information clearly and persuasively.
  • Proficiency in financial software and tools such as Bloomberg Terminal and Excel.
  • Strong attention to detail and the ability to work independently and as part of a team.
  • High level of integrity, professionalism, and commitment to excellence.
  • Preferred Qualifications :

  • Advanced degree (MBA, CFA) or progress towards such qualifications.
  • Experience in [specific sectors or types of investments relevant to your firm].
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