Equity Research Senior Associate, Software
Core
Support Equity Research team in covering Software companies by conducting primary research, financial analysis, and due diligence on industry trends and management strategies.
Role type
Associate Equity Research Analyst (Software)
Builds
Investment research reports, financial models, and client recommendations for the Software sector.
Domain
Financial Services / Software Industry
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery
Required skills
Financial modeling, primary research execution, industry trend analysis, critical thinking, written and verbal communication
Preferred skills
Investment banking experience, Series SIE/63/86/87 licensing, relationship management with company management and investors
Technologies
Financial modeling tools, survey/polling platforms
Responsibilities
Prepare financial models for analysis and client recommendations; maintain awareness of daily news flow; conduct primary research via surveys and Key Opinion Leaders; assist in writing comprehensive research reports and coverage initiations; maintain relationships with company management, industry contacts, and institutional investors
Seniority
Associate, entry-level to mid-level IC