Equity Analyst, Software

Responsibilities

• Generate alpha through investment recommendations based upon in-depth, detailed proprietary analysis of software companies, with a specific focus on large- and mid-cap companies in the U.S.
• Interact frequently with company management, industry experts, and other stakeholders to gather differentiated and convicted qualitative and quantitative insights
• Partner closely with TMT sector team lead, analysts, and portfolio managers to provide outperformance through stock selection while working within the framework of our research process and portfolio constraints
• Build and maintain detailed financial and market-oriented models to forecast company performance and assess security valuation, incorporating macroeconomic and industry-specific factors
• Generate timely, actionable investment ideas and communicate insights through written reports, models, presentations, and investment committee discussions
• Maintain research coverage of existing investments within software for multiple portfolios

Qualifications

• 5+ years equity investment experience, preferably with at least 2 years experience on the buyside
• Mid- and large-cap software sector research and investment experience
• A proven track record of consistently adding value through investment recommendations based on proprietary analysis
• Demonstrated ability to leverage AI-enabled research tools (including agentic AI and coworking tools) to enhance idea generation, due diligence, analysis, and investment decision-making

Skills

• MBA or Master of Science with finance emphasis or Chartered Financial Analyst designation (or progress towards CFA)
• Best-in-class analytical skills, fundamental company analysis, financial modeling, and investment recommendation experience
• Self-starter with intellectual curiosity, a passion for investing, and a demonstrated ability to conduct deep fundamental research independently
• Exceptional written and verbal communication skills
• Willingness to travel for company visits, conferences, and research

Pay

Salary range: $141,000 – $243,000 per year (exempt). Non-sales positions are eligible for an annual bonus based on performance. Base pay estimates by experience level: 5+ years experience: $141,000–$191,000; 8+ years experience: $179,000–$243,000. The hiring team will determine the appropriate analyst level based on skills and experience.

Benefits

• Flexible Time Off (FTO) provided to salaried (exempt) employees for vacation, personal or short-term illness (no accrued bank, no set number of days)
• Pension eligible: No

Locations include New York City, Seattle, Denver, or Des Moines.