Software Equity Research Analyst – TMT, Hedge Fund

Selby Jennings; New York (NY); On-site; USD 150,000 - 230,000; Full time

Job summary

A leading New York-based hedge fund is seeking a Software-focused Equity Research Analyst to join its expanding investment team. You will cover the Software sector, including enterprise, cloud, cybersecurity, and SaaS, and develop differentiated long and short ideas in collaboration with senior investors.

The role offers exposure to top-tier analysts and portfolio managers, with strong emphasis on rigorous fundamental research and financial modelling to drive investment views.

Qualifications

• Strong fundamental equity research experience from a buy-side institution.
• Deep interest in software, technology, and evolving business models across the sector.
• Experience covering software, internet, technology, or adjacent TMT subsectors.
• Strong understanding of software business models, competitive dynamics, industry structure, and key operating metrics.
• Demonstrated ability to build detailed financial models and conduct rigorous fundamental analysis.
• Strong intellectual curiosity and a passion for understanding companies, industries, and evolving technology trends.
• Excellent communication skills and the ability to articulate investment views to senior stakeholders.
• A collaborative mindset and desire to work within a team-oriented investment culture.

Responsibilities

• Research and analyze the Software sector across multiple sub-areas.
• Develop investment views for long and short opportunities.
• Collaborate with Lead TMT Analyst and wider equity research team.
• Contribute to capital allocation decisions through differentiated research.

Skills

Equity research

Software/Tech interest

Software business models

Financial modeling

Communication skills

Collaborative mindset

Industry knowledge

Job description

A leading New York-based hedge fund is seeking a Software-focused Equity Research Analyst to join its expanding investment team. You will cover the Software sector, including enterprise, cloud, cybersecurity, and SaaS, and develop differentiated long and short ideas in collaboration with senior investors.

The role offers exposure to top-tier analysts and portfolio managers, with strong emphasis on rigorous fundamental research and financial modelling to drive investment views.