Software & IT Services Equity Research Analyst

Permanent contract|London|Corporate & Investment banking

Software & IT Services Equity Research Analyst

London, United Kingdom Permanent contract Corporate & Investment banking


Description of the Business Line or Department

MARK/GRS is Societe Generale’s Global Cross Asset Research department. With more than 200 analysts, strategists and economists, it offers in-depth analysis and a distinctive cross-asset approach: impact of major events across asset classes, assessment of the links between asset classes, strategic synthesis to provide an integrated view.

Societe Generale Global Research offers global coverage, thanks to local networks in Eastern Europe (Bucarest, Warsaw and Prague), the strengthening of its presence in the US and in Asia (Hong Kong, Singapore and Tokyo), together with an established UK and Western European base.

The Research analyst will work in a dynamic environment (Equity Research team of about 80, based in London, Paris, Spain, Italy, India, etc.)

Summary of the key purposes of the role

Responsible for:

  •  Research and analyse individual stocks on the Software & IT Services sector
  •  Convey SG’s strategic view on the Software & IT Services sector
  • Communicate the findings to institutional investors and Societe Generale salesforce
  • Develop the client portfolio on the Sector

Summary of responsibilities

Research product responsibilities 

  • Collect relevant public information and data, ensuring it comes from reliable sources
  • Participate in industry events, when necessary
  • Have direct reports participate in industry events, when necessary
  • Investigate key information and key data points, through checks and discussions
  • Build econometric and / or financial models, describing relevant parts of the business environment and allowing for forecasts; ensure the modelisation process and outcome is to the highest professional standards
  • Update the models whenever necessary, and improve or replace them when appropriate
  • Supervise the collection of data by direct reports, and the building and use of models, ensuring reliability through the verification of sample data, and other means
  • Develop innovative and value-adding approaches, both for collecting data and for analysing it, in order to provide clients with input that adds value to their thought process
  • Subject any finding and any forecast to critical analysis
  • Based on the research and analysis work, prepare and publish, regularly and whenever necessary, documents that update clients on developments on the subject covered, and that highlight key points
  • Supervise the production of documents by direct reports
  • Strictly respect all internal rules and all external regulations relating to the research production process
  • Make sure to take into account findings of Research teams that are “upstream” (e.g., Economists for Equity analysts), and to fully leverage the findings of teams that are “peer” (e.g., Credit analysts for Equity analysts), developing whenever possible SG Global Research’ specific Cross Asset franchise
  • Answer clients’ bespoke requests, within the framework set by Compliance for bespoke research activity, and in line with the overall marketing approach (pls see below)
  • Supervise your direct reports on them answering bespoke requests

Research marketing responsibilities

  • Based on the priorities defined in the marketing approach, communicate the published findings to internal and external clients, through calls, messages, one-to-one meetings, video-conferences or conferences
  • Based on the priorities defined in the marketing approach, develop long term relationships with clients characterized by trust and professionalism; build, foster and cultivate client relationships in line with regulatory requirements
  • Based on the priorities defined in the marketing approach, initiate and develop new client relationships
  • Based on the priorities defined in the marketing approach, respond to client requests; analyse, investigate, research, manage and resolve queries received from clients
  • Based on the priorities defined in the marketing approach, on-board new clients when necessary
  • Ensure an active communication of published findings to internal clients, through chats, messages, calls, conferences; in particular, present ideas to the general sales desk, and participate in regional/ global sales meetings as directed
  • Ensure that all available feedback is captured electronically and available for further analysis, by knowing how to use CRM tools, and by effectively using  them
  • Provide qualitative feedback to BL Management, whenever useful
  • Represent SG in front of the general public and the press, subject to approval by Communications, and as directed by SG management

Conduct Responsibilities

  • Strictly adhere to all relevant internal rules and external regulations; strictly comply with operational and conduct risk requirements (e.g data leakage, security policies and regulatory requirements)
  • In particular, ensure full adherence to the SG Research responsibilities, as defined in the Research handbook and in regular training sessions
  • Take reasonable steps to be fully aware of, understand and comply with all regulatory requirements from all regulatory  and statutory bodies, trading venues, etc  that are applicable to the role and the business line
  • Protect SG market share and reputation, through professionalism, discipline, rigor, and attention to risks
  • Make sure all research is produced according to SG Research standards and methods, and to the highest standards of quality
  •  Assist in the self identification of all conduct related issues. Ensure escalation to appropriate stakeholder or function whether internal or external.
  • Adhere to business line mandates relevant to the role as directed by your manager
  • Control costs; minimize unnecessary expenses related to travel, datafeeds, etc.


  • This description is intended to outline the main responsibilities for the role and is not an exhaustive list, responsibilities may vary from time to time as directed by your manager

Profile required


  • Excellent knowledge of the Research Area covered (Business Services)
  • Excellent knowledge of Financial Techniques
  • Good knowledge of relevant datafeeds
  • Ability to produce innovative ideas
  • Proficient in Excel / PowerPoint
  • Rigorous and curious

•     Strong communicator

•     Excellent organisational skills

  • Adaptability and Flexibility

Why join us

People join for the impact they can have on us. They stay for the impact we have on them. A flatter structure offers visibility and exposure beyond that of our competitors, so you know our names, and we know yours. It's personable, human, and inspires success through passion. By encouraging open mindedness and a willingness to share ideas, we have adapted to market changes and thrived through innovation. Bringing words like “hard work” and “dedication” together with “community” and “respect” has enabled us to work collaboratively and build our future together. We call this Team Spirit and it's what makes us different. It's what makes you different.

Business insight

If you feel you have the required experience and qualifications, then please apply to the SG Resourcing Team, and we will manage your application. At Société Générale, we believe our people are our strength and are core to the success of our business. As such, we search for, recruit and appoint the best available person on the basis of aptitude and ability, regardless of sex, marital or civil partnership status, race, colour, nationality, ethnic or national origins, pregnancy, disability, age, sexual orientation, religion, belief or gender identity.

We are an equal opportunities employer and we are proud to make diversity a strength for our company. Societe Generale is committed to recognizing and promoting all talents, regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.

Reference: 22000QL7
Entity: SG CIB
Starting date: 2022/12/19
Publication date: 2022/09/20