Software Equity Research Associate: Front-Row Insight

Wedbush; New York (NY); On-site; USD 85,000 - 115,000; Full time

Job summary

This role is ideal for a driven early-career professional seeking front-row exposure to how differentiated research is constructed and delivered, with opportunities to engage with management and media.

Qualifications

• Bachelor's degree from an accredited university; degrees or coursework in finance, computer science, or a related technical field are a plus.
• 1+ years of relevant experience in financial services, equity research, or a related analytical field.
• Strong quantitative and analytical skills, with advanced Excel proficiency.
• Genuine interest in and curiosity about the Software industry and technology markets.
• Exceptional written and verbal communication skills.
• Ability to work independently and manage priorities in a fast-paced, deadline-driven environment.

Responsibilities

• Build, update, and maintain detailed financial models across the Software coverage universe.
• Conduct company, industry, and competitive due diligence to support differentiated research calls.
• Assist in the timely preparation and publication of research reports and notes.
• Track earnings, industry data, and company disclosures to keep models and theses current.
• Help prepare materials for client meetings, conferences, and expert network sessions.
• Interact with corporate management teams, the internal salesforce, and institutional clients.

Skills

Strong quantitative skills

Advanced Excel proficiency

Written and verbal communication

Self-starter and independent prioritiz

Media-facing/public exposure

Education

Bachelor's degree

Finance or CS coursework

Job description

This role is ideal for a driven early-career professional seeking front-row exposure to how differentiated research is constructed and delivered, with opportunities to engage with management and media.