Research Associate

Citizens is one of the nation’s oldest and largest financial institutions, offering a broad range of retail and commercial banking products and services to individuals, small businesses, middle-market companies, large corporations, and institutions.

Job Description

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, and coordinating the various processes involved in generating actionable, proprietary software research.

Key Responsibilities:

1. Create and maintain financial models
2. Perform financial analysis and due diligence
3. Write company-specific and thematic investment-driven research reports
4. Conduct research from the primary literature, proprietary databases, tailored industry surveys
5. Attend meetings with management teams and investor conferences
6. Analyze and update investment themes and ideas across the Internet sector
7. Respond to requests from the institutional sales force and from clients

Desired Profile:

1. 1-4 years of software sales experience strongly preferred
2. Live in, or ability to relocate to, San Francisco
3. A love of stocks and the stock market
4. Basic understanding of accounting and finance
5. Bachelor's degree along with outstanding academic achievement, preferably in fields of finance, economics, accounting, data science, or computer science
6. High level of proficiency with Excel
7. Strong verbal and written communication skills
8. Strong leadership and team working skills
9. Superior work ethic

Compensation Range: $110k to $150k