Sr. Equity Analyst, Technology Sr. Equity Analyst, Technology …

Ameriprise Financial, Inc.
in Chicago, IL, United States
Permanent, Full time
Last application, 24 May 20
Competitive
Ameriprise Financial, Inc.
in Chicago, IL, United States
Permanent, Full time
Last application, 24 May 20
Competitive
Sr. Equity Analyst, Technology
Job Description

The Senior Equity Analyst is responsible for analyzing and recommending smaller, exchange-listed U.S. information technology companies. Senior analysts construct valuation models for stock-listed U.S. companies and advise Portfolio Managers on relative attractiveness of individual U.S. equities.

Responsibilities

• Conduct due diligence on smaller U.S. based companies by communicating with industry participants, management teams, customers, suppliers, etc.
• Model and analyze financials of U.S. domiciled companies.
• Construct valuation models for stock-listed U.S. companies.
• Advise portfolio managers on relative attractiveness of individual U.S. equities.
• Follow legislative and political developments that may bear on portfolio companies and the macroeconomic environment.
• Identify promising investment themes and generate specific investment ideas from a universe of smaller U.S. companies.

Required Qualifications

• Bachelor's degree in a subject that provides skills and context for making successful investments within the U.S.
• 10+ years relevant experience required.
• Background in technology, data science and experience using data analytic tools.
• Strong math orientation and numerical aptitude.
• Excellent verbal, written and interpersonal communication skills.
• Ability to work well independently yet collaboratively as a member of a team which includes the ability to be flexible, adaptable and take initiative on one's own.
• Positive energy.
• Detail-orientation.
• A high level of organization.
• Innovative thinking.
• Ability to analyze complex situations and generate succinct conclusions.
• A dynamic and confident personality with an above average ability to make a persuasive argument.

Preferred Qualifications

• MBA or MA.
• CFA designation preferred.
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