Associate, Equity Research, Software

Requisition ID: 249202

Salary Range: 155,000.00 - 185,000.00

Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience.

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Associate, US Software Equity Research, Global Banking & Markets - San Francisco

Scotiabank Global Banking and Markets (GBM) is a leading Capital Markets and Investment Banking business operating globally for over 100 years with a rapidly growing platform in the United States. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.

Scotia Global Banking & Markets is one of the largest and most prestigious banks in the world and provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of the bank's clients.

Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for Scotia's clients across industries! We work together to drive ambition for every future!

Overview/Purpose:

Contributes to the success of the Scotiabank US Research Department ensuring specific goals are delivered in support of the team's business objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

What You'll Do

• Support Global Banking & Markets in the U.S. while also occasionally working with other Scotiabank counterparts.
• Assist Senior Analyst with day-to-day responsibilities including developing and forecasting software company and industry models, maintaining current up-to-date information for software companies and monitoring global technology developments.
• Review daily news services for relevant information that impacts the macro, software industry specific and company drivers.

• Gather and analyze data from various sources, including company filings (10K, 10Q), investor presentations, and third-party data providers.
• Interact with c-suite management of covered software companies to stay informed regarding events that may/will impact performance.
• Draft research reports which communicate views regarding company specific recommendations (buy, sell, hold). Work closely with Senior Analyst in the launch of new software company coverage as well as the development of new industry and thematic research reports.
• Partner with other technology sector colleagues and analysts on technology industry reports as well as client and corporate events.
• Travel within the United States and internationally to software industry events.
• Assist sales and trading personnel with communications to Scotiabank's technology investor clients.
• Facilitate company marketing efforts with technology industry and corporate contacts.
• Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
• Champions high-performance and contributes to an inclusive work environment.

What You'll Bring

• A university degree is required, with a preference for business, economics, engineering, computer science/programming.
• 1-7 years of relevant experience is preferred.
• Experience in finance, or at a software vendor, or within a technology ecosystem background is considered essential. Capital Markets experience, or knowledge of the technology market, would be an asset.
• Passing the FINRA Series 7, 63, 86 and 87 designations will be required as a function of the role.
• Strong accounting, financial modeling, and analytical skills will be required.
• Command of the Microsoft productivity suite, with a particular emphasis on Excel is required.
• Strong written and verbal communication skills.
• A MBA, CPA/CA designation or enrollment in/completion of the Chartered Financial Analyst (CFA) program is an asset.

Interested?

At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture.

What's in it for you?

Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.

Location(s): United States : California : San Francisco || United States : Florida : Miami || United States : Florida : Tampa || United States : Georgia : Atlanta || United States : Illinois : Chicago || United States : Louisiana : New Orleans || United States : Massachusetts : Boston || United States : New York : New York City || United States : Texas : Austin || United States : Texas : Dallas || United States : Texas : Houston

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Scotiabank is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law.