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Full-Time

Equity Research Associate

Posted on 9/24/2024

Tegus

Tegus

501-1,000 employees

Platform for expert insights and financial data

Fintech
AI & Machine Learning
Financial Services

Entry, Junior

Remote in Canada

Category
Investment Banking
Finance & Banking
Required Skills
Communications
Excel/Numbers/Sheets
Requirements
  • 1+ years of relevant experience in equity research or equivalent education and experience.
  • Bachelor’s degree in finance and/or your sector.
  • Intense curiosity about both individual equities and the capital markets in general.
  • Strong Microsoft Excel skills.
  • Meticulous attention to detail, strong communication skills, and team-oriented.
  • Ability to deliver under pressure and work to tight deadlines.
  • Strong financial modeling skills are an asset.
  • MBA or Graduate degree is an asset.
  • Completion or progress towards a CFA or similar designation an asset.
  • Leadership experience an asset.
Responsibilities
  • Build and support the review of detailed financial models on both existing and new coverage across all global geographies.
  • Update models for earnings season.
  • Contribute to sub-sector-specific and coverage wide model improvements.
  • Conduct historical financial statement analysis and future period forecasting.
  • Develop sub-sector expertise to support the development of modeling standards, dashboards for comparative analysis, and new model features.
  • Document sector and subsector modeling best practices.
  • Support Analysts in providing exceptional client service to all Tegus clients.
  • Conduct other ad-hoc general research and other company due diligence.
  • Participate in training new members of the Research Team.

Tegus provides a platform that helps investors access expert insights and financial data to make informed investment decisions. The platform combines qualitative insights, quantitative data, and public financial information, including SEC filings, news, and presentations, all in one place. Users can also benefit from AI-powered analyses and custom-sourced expert calls, giving them a comprehensive view of companies and markets. This allows investors, financial analysts, and business leaders to conduct research more efficiently and make quicker decisions. Unlike its competitors, Tegus connects users directly with experts, allowing them to set their own prices for consultations, which ensures that the insights are relevant to their specific interests. The goal of Tegus is to simplify the research process for investors, saving them time and providing them with the necessary tools to make confident investment choices.

Company Stage

Seed

Total Funding

$111.5M

Headquarters

Chicago, Illinois

Founded

2017

Growth & Insights
Headcount

6 month growth

9%

1 year growth

4%

2 year growth

33%
Simplify Jobs

Simplify's Take

What believers are saying

  • The acquisition by AlphaSense and the subsequent $650 million funding round positions Tegus for accelerated growth and innovation.
  • The launch of AskTegus and the addition of Broker and Independent Research enhance the platform's capabilities, making it a more comprehensive tool for investment research.
  • Tegus' new all-in-one investment research platform and revamped pricing model offer significant value to users, potentially increasing customer satisfaction and retention.

What critics are saying

  • Integration challenges with AlphaSense could disrupt Tegus' operations and affect its service quality.
  • The competitive landscape in financial technology is intense, with numerous players vying for market share, which could impact Tegus' growth.

What makes Tegus unique

  • Tegus unites qualitative insights, quantitative data, and public financials in one platform, providing a comprehensive 360-degree view for investors.
  • The platform's AI-powered views and custom-sourced expert calls offer unique, tailored insights that are not easily replicated by competitors.
  • Tegus' business model of connecting users with experts at user-set prices ensures highly relevant and personalized insights, differentiating it from traditional financial data providers.

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Benefits

Competitive salaries

Quarterly bonuses

Generous equity

401k with match

Unlimited PTO

Inclusive parental leave

Health insurance

INACTIVE