Passed CFA Level I, Passed CFA Level II, Passed CFA Level III (Charter Pending), CFA Charter Holder
Seeking institutional (sell-side) equity research analyst to cover marketing software/technology and related "digital engagement" areas (typically SaaS business model). This role differs from the traditional institutional equity research analyst role in that its responsibilities also encompass significant involvement in venture capital investing, making it a particularly unique and compelling opportunity.
Strong candidates will have broad and deep relationships with privately held and publicly traded companies in their sector as well as with the institutional investors active in the sector. These relationships should be based on a foundation of outstanding research and trusted judgment, as evidenced by forward-thinking sector white papers and a body of other published equity research.
Founded in 1981, Chicago-based First Analysis has a 35-year record of serving emerging growth companies, established industry leaders, and institutional investors in its focused areas of domain expertise, both through its venture capital activities and through First Analysis Securities Corp. (FASC), which provides investment banking services and institutional equity research. We use our integrativ...e research process to uncover and leverage the best opportunities in emerging high-growth segments in technology and healthcare. Integrative research draws heavily on our relationships with private companies and unifies naturally divergent perspectives, capabilities, skillsets, and relationships, yielding a deep, comprehensive understanding of each segment’s near-term and long-term potential. FASC is a FINRA-registered broker-dealer and member SIPC.