Top Tech Jobs & Startup Jobs

Support the senior semiconductor equity research analyst by building and maintaining financial models, producing company and industry research reports, organizing industry data, and communicating findings to sales, trading, and clients. Require strong modeling, writing, analytical, and client-facing skills.

Provide client servicing and administrative support for Private Client Division: answer client/advisor questions, prepare reports, manage scheduling and databases, assist marketing and events, prioritize projects, and maintain confidentiality while supporting advisors and management.

Support financial advisors and sales assistants by producing portfolio analysis, training advisors, coordinating product availability, managing sales agreements and campaigns, administering mutual fund web content, and collaborating on technology projects and promotional events.

Review and approve marketing and advertising materials for proprietary and third-party funds and advisory programs to ensure FINRA and SEC compliance; draft disclosures; submit materials to FINRA and manage correspondence; advise broker-dealer and investment advisers on marketing issues; assist with preparation and amendments of Form ADV filings.

Support a Senior Analyst covering electronic components, consumer hardware, and digital media. Conduct company and thematic research, build and maintain integrated 3-statement financial models, manage proprietary data sets and valuation comps, initiate independent research projects under tight deadlines, and communicate clear, evidence-based investment opinions in written reports and internal collaboration.