Small‑Cap Tech Equity Research Associate

Craig-Hallum; Philadelphia (Philadelphia County); Presencial; USD 90.000 - 120.000; Jornada completa

Descripción de la vacante

Craig-Hallum Capital Group, based in Wayne/Philadelphia, seeks an Associate Equity Research Analyst to support a Sr. Software analyst and produce small cap software research for institutional investors.

The role involves close interaction with Portfolio Managers and C-suite executives, emphasizing financial modeling, market analysis, and report writing. Travel to conferences is expected; CFA preferred and GPA 3.6+ required.

Formación

• Bachelor degree in Finance or Accounting required; CFA preferred.
• Internships or 1-2 years of experience in securities analysis or competitive intelligence.
• Demonstrated academic achievement with a GPA of 3.6 or higher.

Responsabilidades

• Support Sr. Software analyst in equity research, including financial modeling and reports.
• Conduct market and competitive landscape research for software companies.
• Prepare initiation reports and pitch materials for institutions.
• Travel to conferences and events as needed.

Conocimientos

Stock picking

Written communication

Independent thinking

Initiative

Educación

Bachelor's degree in Finance or Accounting

CFA preferred

Herramientas

Excel

Bloomberg Terminal

Descripción del empleo

Craig-Hallum Capital Group, based in Wayne/Philadelphia, seeks an Associate Equity Research Analyst to support a Sr. Software analyst and produce small cap software research for institutional investors.

The role involves close interaction with Portfolio Managers and C-suite executives, emphasizing financial modeling, market analysis, and report writing. Travel to conferences is expected; CFA preferred and GPA 3.6+ required.