Equity Research Associate, Software

Location:

225 Franklin Street, 26th floor - Boston, Massachusetts 02110

Senior Equity Research Associate, Infrastructure Technology & Software

Location: Boston or New York City

Job Summary
KeyBanc Capital Markets Inc., a division of KeyCorp, is looking for a Sr Associate to join the Equity Research team. The Sr Associate will have the opportunity to work with more senior Research Analysts to create industry analysis and provide company-specific coverage. Primary responsibilities include:

• Analyzing financial statements/SEC documents, supplemental financial information and other pieces of relevant data

• Building and maintaining earnings models, understanding revenue/value-add drivers from a future-thinking perspective

• Writing research notes, being able to exercise critical thinking skills to independently synthesize key information relative to industry specific standards and/or benchmarks

• Speaking to internal and external clients, industry contacts, and management teams about the stocks/sector

Responsibilities

• Collecting, evaluating, and applying statistical and financial data on the economy and financial markets, specifically with respect to researching common stocks within specific industries.

• Analyzing and synthesizing researched data and presentation of trends and ideas with regard to business opportunities and investment decision making processes.

• Formulating and issuing opinions and recommendations on securities and companies in one or more industry groups.

• Preparing reports, opinions, recommendations, and statistical data, including assisting in financial statement modeling, for use in the formulation of the investment policies and/or recommendations of the firm.

• Answering inquiries from firm personnel regarding individual securities or industry groups.

• Prepares studies and other data for firm publication issued to the general public.

• Preparing and disseminating special studies, models, forecasts, and/or presentations to furnish information to the Syndicate or Investment Banking groups on security offerings and underwriting.

• Interviewing company executives or industry leaders to develop and maintain sources of information in preparation of analyses.

• Maintaining company databases using spreadsheet and database software.

• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice

• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Experience Qualifications

• Candidate should possess strong accounting, finance, quantitative and business writing/communication skills, as well as modeling, forecasting, and valuation experience. (required)

• Possess tremendous intellectual curiosity and be able to solve problems independently.

• Proficiency in excel and a strong academic record are required.

• Candidate should have 1-3 years of relevant experience (investment banking, equity research, or another analytical role) and an interest in research and the stock market. Experience in equity research, investment banking, or consulting is preferred.

Licenses and Certifications

• FINRA Series 7, 63, 86, 87 (preferred)

Tactical Skills

• Strong communications and interpersonal skills

• Strong analytical and problem-solving skills.

Personal Skills

• Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals

• Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process

• Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions

Practical Skills

• Analytical Thinking: Uses logic and intuition to make inferences about the meaning of data and arrives at relevant conclusions; makes a systematic comparison of two or more alternative solutions

• Business Acumen: Demonstrates a big picture understanding of the business, i