Equity Research Analyst or Associate –Software

About the role

Guggenheim Securities is seeking a highly-motivated Equity Research Analyst or Associate to support a well-established Senior Research Analyst covering the Software sector. The person will be responsible for conducting fundamental research on both public and private companies and maintaining complex financial models.

Responsibilities

• Conduct fundamental bottom up research, including but not limited to: analyzing disclosures and financial reports of public companies, and conducting due diligence on companies’ products, sales and marketing models, and competitive landscape
• Aggregate and synthesize data on software industry trends
• Actively monitor market news, macro trends, and stock performances of covered companies
• Regularly draft reports recapping companies’ earnings results, relevant investment themes, events, and breaking news
• Build and maintain detailed financial models, including both discounted cash flow, SOTP, and comparable company analysis models
• Interact with the Firm’s institutional sales force and investor clients, and respond to inquiries regarding research findings and directives
• Periodically assist with survey design and collection, web-scraping, due diligence calls, and channel checks
• Occasionally travel to industry events, represent firm in a professional manner, and recap event highlights in timely fashion
• Assist with investor outreach, research distribution lists, occasional firm-hosted events, and contribute to collectively managed team calendar
• Over time, develop the ability to seamlessly communicate investment theses and stock recommendations, and contribute original research ideas

Requirements

The ideal candidate should have excellent writing, financial modeling and communication skills, as well as demonstrate high aptitude for gathering and synthesizing relevant primary and secondary market data. Candidate must be detail-oriented, collaborative, and willing to travel periodically to industry events.

Qualifications

• 1 - 5 years of relevant experience
• B.A. or B.S. Degree required
• Proficient in Microsoft Office, Excel, PowerPoint, and Word
• Must have or obtain SIE, 63, 86 and 87 licenses within 6 months of hire

Skills

Fluency in modeling financial statements, comfort with large data sets and reporting, understanding of the capital markets and stock markets, excellent written and oral communication skills, outstanding analytical skills, strong interpersonal relationship skills, ability to thrive in a fast-paced, deadline-driven environment, self-starter with a proven commitment to producing high quality work, team oriented, unquestionable honesty and integrity, intellectual curiosity, dedication to providing clients with the best products

Benefits

N/A

Pay

Annual base salary between $100,000 and $150,000. The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.

Schedule

Currently, this role is expected to be in the New York office at least 4 days per week.