Software Analyst
Weatherbie Capital, LLC · New York, NY · Yesterday
Engineering$225k/yrFull-time
Duties & Responsibilities
- Conduct deep fundamental research on SMid-cap software companies, including financial statement analysis, valuation work, and competitive and industry analysis
- Build, maintain, and update detailed financial and valuation models to support long and short investment theses
- Perform primary research, including meetings with company management teams, industry experts, sell-side analysts, and other relevant contacts
- Write clear, concise, and actionable internal research reports and investment memoranda
- Support generate differentiated long and short investment ideas aligned with Alger’s investment philosophy and risk framework
- Partner closely with Portfolio Managers to discuss investment theses, catalysts, risks, and portfolio implications
- Track software industry trends, thematic developments, emerging technologies, and communicate insights to the investment team
- Contribute to ongoing portfolio monitoring, including earnings analysis, news flow, and thesis updates for existing holdings
- Utilize and enhance internal quantitative tools and reports to identify potentially attractive investment opportunities within the software sector
- Maintain and develop proprietary databases and research files tracking company fundamentals, industry metrics, and thematic trends
- Work collaboratively with other sector analysts and investment professionals in a team-oriented, fast-paced environment
- Demonstrate increasing ownership of software coverage responsibilities over time, with the potential to expand sector scope and influence
- Support a culture of intellectual rigor, accountability, and continuous improvement
Qualifications
- Undergraduate degree required in finance, economics, engineering, mathematics, science, or a related field
- MBA and/or CFA designation preferred but not required
- Cumulative GPA of 3.0 or above required in a 4.0 scale
- 4–5+ years of buyside investment experience, with demonstrated responsibility for fundamental equity research
- Minimum 2 years of experience in a long/short equity environment strongly preferred
- Prior coverage experience in the Technology sector required; experience with disruptive or high-growth companies preferred
- Proven experience conducting independent company and industry research, including primary research
Skills
- Strong fundamental research capabilities, including financial statement analysis, valuation, and modeling
- Ability to independently develop, articulate, and defend differentiated long and short investment theses
- Excellent written and verbal communication skills, with the ability to clearly present complex investment ideas
- Strong quantitative and qualitative analytical skills, including industry, competitive, and thematic analysis
- High level of self-motivation, intellectual curiosity, and strong work ethic
- Ability to work effectively in a collaborative, performance-driven investment team
- Solid organizational skills with the ability to manage multiple priorities in a fast-paced environment
- Sound judgment, attention to detail, and a thoughtful, risk-aware approach to investing
Benefits
- Comprehensive personal wellness program
- Various ways to save and invest, including a comprehensive 401(k) with a generous employer match, financial planning tools, automatic investing plans, and more
Pay
Salary Expectations: $225,000-$250,000 base salary plus discretionary bonus per performance