Equity Research Analyst - Software
Core
Conduct institutional-grade fundamental research on public tech equities and collaborate with engineering teams to shape AI-driven research automation tools.
Role type
Senior IC equity research analyst (software/SaaS)
Builds
Thematic and stock-specific research reports, dynamic financial models, and proprietary technology sector datasets
Domain
Financial services + Software/SaaS technology
Deliverable
production ML models
Required skills
Fundamental equity research, financial modeling, valuation frameworks, unit economics, cohort analysis, data tooling, stakeholder management, report writing, client presentation
Preferred skills
Personal investment track record, AI/ML knowledge
Technologies
Modern productivity and data tools
Responsibilities
Conduct deep-dive fundamental research on US and Asian software/SaaS companies, Build and maintain dynamic financial models and valuation frameworks, Collaborate with machine learning and engineering teams to design AI-driven research tools, Develop and maintain proprietary technology sector datasets, Engage with institutional hedge fund clients to present research findings