Associate, Technology Equity Research - Internet

 

 

 

Requisition ID: 196507

 Salary Range: 145,000.00 - 175,000.00 

Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate’s relevant knowledge, skills, and experience.

 

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

 

Title: Associate, Software Equity Research - Internet – San Francisco, CA

Global Banking and Markets 

Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank’s strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. 

Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.  

Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries!  We work together to drive ambition for every future! 

 

Purpose: Contributes to the overall success of the Scotiabank US Research Department, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures

What You’ll Do    

• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Assist Senior Analyst with day-to-day responsibilities including developing and updating forecasting models, maintaining current up-to-date information for identified companies and monitoring domestic and global economic developments. 
• Review daily news services for relevant information that impacts the macro, industry specific and company drivers.
• Communicate with company management to stay informed regarding events that may/will impact company performance.
• Draft research reports which communicate views regarding company specific recommendations and provide commentary on a variety of economic developments.
• Work closely with Senior Analyst in the launch of new company coverage as well as the development of new industry and thematic research reports. 
• Partner with other technology colleagues and analysts in the United States, Canada and Latin America on industry and company reports as well as client and corporate events
• Assist sales and trading personnel with communications to investors. 
• Facilitate company marketing efforts by coordinating meetings with industry and corporate contacts.
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. 
• Champions a high-performance environment and contributes to an inclusive work environment.

 

What You’ll Bring 

• A university degree is required, with a preference for business (finance, economics, accounting), engineering science or computer science.
• FINRA Series 7, 63, 86 and 87 designations will be required 
• Strong accounting, financial modeling, and analytical skills are required 
• Excellent command of Microsoft Suite, with a particular emphasis on Excel is required 
• Work experience in a financial, engineering, analytical capacity in the oil & gas sector is preferred 
• Strong written and verbal communication skills 
• Capital Markets knowledge/experience would be an asset 
• Experience using Bloomberg and FactSet would be an asset