Equity Research Associate - TMT - Software

Research

New York, NY

Cowen is looking for an Associate to join its Software Equity Research team in either New York or Boston.

The successful candidate will work directly with the Senior Research Analyst on many aspects of the research process including building and maintaining financial models, performing financial analysis and due diligence, writing investment-driven research reports, developing and fielding industry surveys, and undertaking a wide array of industry analyses and competitive assessments. The associate will have broad exposure to company managements, investor and industry conferences, and the research process that professional analysts utilize to make investments and recommendations.

Job Requirements / Qualifications

The following are the minimum requirements for the position:

  • An undergraduate degree in a related area of study with a strong GPA. An advanced degree (MBA, MS, etc.) is a plus
  • Minimum of 2 years buy or sell side experience is preferred
  • Software, IT consulting, or other applicable industry experience that provides the candidate with an understanding of how software/SaaS is developed, sold and deployed is also a major plus
  • Securities licenses preferred (series 7, 63, 86, 87)
  • CFA or CFA track a plus
  • Exceptionally strong written and verbal communication skills. As part of the interview process candidates may be asked to provide a writing sample
  • Strong quantitative, financial modeling and Excel skills with a thorough understanding of financial analysis and the investment process.  As part of the interview process candidates may be asked to complete a financial modeling exercise
  • Proven ability to work well on teams, self-motivated, showing initiative, a positive attitude and a willingness to work hard
  • A strong interest in software (and the broader technology) industry trends and growth drivers

Who We Are

Cowen Inc. (“Cowen” or the “Company”) is a diversified financial services firm offering investment banking services, equity and credit research, sales and trading, prime brokerage, global clearing, commission management services and actively managed alternative investment products. Cowen focuses on delivering value-added capabilities to our clients in order to help them outperform. Founded in 1918, the Company is headquartered in New York and has offices worldwide.

At Cowen, inclusion and diversity are catalysts for success and innovation in everything we do. We pride ourselves on our empathetic and collaborative culture, where the power of diversity is harnessed to transform the status quo. Our focus on inclusion expands our thinking in order to generate better outcomes for clients, while striving to increase fairness and equity for our colleagues. Cowen’s vision of creating a more inclusive and equitable future is supported by our core values and is essential to our ability to outperform.

Learn more: https://www.cowen.com/ and https://www.linkedin.com/company/cowen-inc/

Our Values

Vision - We consistently deliver differentiated and disruptive insights that help our clients outperform

Empathy - We proactively consider and account for the priorities and concerns of our colleagues and clients

Sustainability - We endeavor to produce ideas and solutions that are ethically grounded and aim to pass the test of time

Tenacious Teamwork - We elevate collaboration to new levels, empowering our ability to provide the best solutions for our clients.

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Protect Yourself from Recruitment Fraud. Recruitment fraud can be attempted through fake job postings, fake websites (posing as a Company) or unauthorized individuals impersonating recruiters (even using employee names). Depending on the role, Cowen will ask candidates to complete 2-4 interviews with Cowen employees before receiving an offer for employment. All communication regarding the interview process will come from an @cowen.com or @greenhouse.io email address. At no time throughout the hiring process will a Cowen recruiter or Human Resource Professional request any type of payment in order to be considered for the role. In addition, candidates will not be asked to submit personal information as a pre-requisite for the interview process.