Equity Research, Software Sector
hace 6 meses
Stamford
Job Description Hedgeye Risk Management is seeking a dynamic and intellectually curious Equity Research Analyst to join our Software sector coverage. This is a high-impact opportunity to shape the direction of a growing franchise, drive differentiated insights, and influence investment decisions across the firm. We are looking for a strategic thinker with strong analytical skills, a passion for technology, and the ability to lead research initiatives from concept to execution. You thrive in a fast-paced environment, challenge consensus, and bring a data-driven mindset to everything you do. IN THIS ROLE, YOU WILL: • Lead Hedgeye’s software research vertical, setting coverage priorities and strategic direction, • Produce high-impact, original research on public software companies, industry trends, and emerging technologies, • Build and maintain detailed financial models and valuation frameworks, • Write timely, insightful research notes and reports for institutional clients, • Represent Hedgeye in client meetings, earnings calls, and industry events, • Collaborate with sales, operations, and data science teams to enhance research delivery, • Evaluate and onboard third-party data sources to improve research depth and efficiency, • Create compelling visualizations and presentations for internal and external audiences, • Contribute to Hedgeye’s digital platforms (video, web, mobile, audio), • Bachelor’s degree required; MBA, CFA, or equivalent advanced credential preferred, • 2–4 years of experience in equity research or investment analysis, • Deep understanding of the software sector, including business models, competitive dynamics, and valuation, • Strong financial modeling skills and proficiency in Microsoft Excel, • Ability to extract key insights from data and translate them into effective visualizations, • Experience with SQL, Python (including APIs/libraries), R, or Jupyter Notebook, • Working knowledge of statistics/econometrics (e.g., regression analysis, standard deviation, probabilities), • Excellent written and verbal communication skills; able to synthesize complex information quickly and clearly, • Exceptional attention to detail and organizational skills, • Proven ability to work independently and manage multiple projects under tight deadlines, • Annual Salary: $75,000 – $125,000, commensurate with experience, • Bonus: Eligible for performance-based discretionary bonus, • Benefits: Comprehensive health, dental, and vision insurance, • Retirement: 401K plan with Roth options, • PTO: Flexible Time Off and Summer half-day Fridays We use E-Verify to confirm the identity and employment eligibility of all new hires. Please note that we do not use this information to pre-screen candidates. For detailed information on E-Verify, go to . About Hedgeye: We are a leading provider of actionable independent investment research and a premier online financial media company. At our core, we are a results-driven, constantly evolving, entrepreneurial company committed to intelligent expansion. Hedgeye is committed to unwavering Transparency, Accountability and Trust. Powered by JazzHR fOoB7Esh5v