Software-Focused Equity L/S 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

Software-Focused Equity Research Analyst - TMT | New York

Our client is a highly regarded $15bn+ global multi-strategy hedge fund seeking to hire a Software-focused Equity Research Analyst to join its expanding investment team in New York.

Unlike many of its peers, the firm operates a single-fund model rather than a pod structure, fostering a genuinely collaborative investment culture where ideas, research, and expertise are shared across teams.

With a long-term track record of success, significant capital backing, and a reputation for attracting top-tier talent, the platform offers a unique environment for investors who want to generate differentiated insights while working alongside some of the industry's most respected analysts and portfolio managers.

Following the recent addition of a highly regarded Lead TMT Analyst, the firm is now investing heavily in building out its technology research capabilities. This role represents an important hire for the team and offers the opportunity to develop deep expertise across the global software landscape, identifying compelling long and short investment opportunities across a rapidly evolving sector.

The Opportunity

The successful candidate will play a key role in researching and analyzing the Software sector, with particular emphasis on a few or all of:

• Enterprise software
• Application software
• Infrastructure software
• Cybersecurity
• Cloud computing and cloud-based software
• SaaS and subscription-based business models
• Data, analytics, and developer tools
• Vertical market software
• Software companies benefiting from evolving technology and AI adoption
• Emerging software platforms and disruptive business models

Working closely with the Lead TMT Analyst and broader equity research team, the individual will help develop investment views across the software universe while contributing to both long and short investment opportunities.

The role offers substantial exposure to senior investors across the platform and the ability to influence capital allocation decisions through differentiated fundamental research.

Candidate Profile

We are interested in speaking with candidates who possess:

• 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

Why This Role?

• Join a $15bn+ global multi-strategy hedge fund with an exceptional reputation in the industry
• Work within a highly collaborative single-fund platform, not a pod shop
• Partner directly with a recently hired, highly respected Lead TMT Analyst
• Develop deep coverage across one of the most dynamic and important sectors within global equities
• Research opportunities across both long and short investments
• Meaningfully influence investment decisions across the platform
• Clear opportunity for long-term career progression as the team continues to scale
• Competitive compensation package comprising a highly attractive base salary and discretionary bonus

This is an exceptional opportunity for an intellectually curious investor who wants to develop deep expertise across the Software sector, generate differentiated long and short investment ideas, and operate within one of the industry's most collaborative and well-resourced hedge fund environments.