L/S Equity Software Analyst

About the role

The team is seeking an Investment Associate to support coverage within the Software sector. This is a fundamental equities role focused on idea generation, deep-dive research, and ongoing portfolio support. The position offers direct exposure to the investment process, working closely with a Portfolio Manager on sourcing, underwriting, and monitoring investment opportunities across public markets.

Responsibilities

• Perform detailed fundamental analysis on publicly traded Software companies
• Build and maintain financial models to support investment recommendations and valuation work
• Track industry trends, competitive positioning, and key drivers across the Software ecosystem
• Assist in portfolio construction, sizing decisions, and risk monitoring
• Engage with company management teams, expert networks, and sell-side research to inform views
• Continuously reassess investment theses based on earnings, news flow, and market developments

Qualifications

• 1-3 years of relevant experience in equity research, investment banking, or a related field with exposure to Software
• Strong understanding of financial statements, modeling, and valuation frameworks
• Advanced analytical skillset with high attention to detail
• Clear and effective communication skills, both written and verbal
• Demonstrated intellectual curiosity and interest in public markets investing
• Ability to operate in a fast-paced, collaborative team environment

Pay

Base salary: $150,000 + performance-based bonus