Vice President

• Primary responsibilities include conducting the fundamental equity research process for the purpose of providing differentiated industry and stock-specific content, including building and maintaining financial forecasts and stock recommendations for our institutional investor client base.
• Critical to the role will be communicating research findings to both internal stakeholders and our institutional investor client base via consistent dialogue.
• The Vice President will build strong relationships not only with Equity Research colleagues, but also with Equity Sales, Cash Trading, Derivatives, Wealth Management, and others.
• The Vice President will:
• Demonstrate subject matter knowledge within the Software sector and a strong understanding of the companies within the sector
• Conduct rigorous analysis of financial statements and industry, company, and market data sets
• Create and update financial models and databases
• Author, with Senior Analyst, differentiated research content on companies and industry themes
• Attend company and industry events; cultivate relationships with covered companies and industry contacts
• Communicate research conclusions to internal and external constituents
• Collaborate with research peers to support the generation of cross-sector research content
• Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

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