Equity Analyst, Software
Core
Generate alpha through investment recommendations and proprietary analysis of large- and mid-cap U.S. software companies.
Role type
Senior IC equity analyst (software sector)
Builds
Investment insights and stock selection for multiple equity portfolios
Domain
Financial services / Equity research / Software sector
Required skills
Equity investment analysis, financial modeling, fundamental company analysis, investment recommendation generation, AI-enabled research tool usage, stakeholder interaction
Preferred skills
MBA or MS in Finance, CFA designation, deep fundamental research independence
Technologies
Agentic AI, coworking tools
Responsibilities
Generate timely, actionable investment ideas and communicate insights through written reports, models, presentations, and investment committee discussions; Build and maintain detailed financial and market-oriented models to forecast company performance and assess security valuation; Interact frequently with company management, industry experts, and other stakeholders to gather qualitative and quantitative insights; Maintain research coverage of existing investments within software for multiple portfolios
Seniority
Senior, hands-on IC