VC Analyst @ G2 in New York City, NY

G2; New York (NY); On-site; USD 125,000 - 250,000; Full time

Job summary

VC Stack is seeking an experienced investment analyst to focus on U.S. small-cap stocks, primarily in the software sector. The role involves thorough analysis, developing investment insights, communicating effectively with teams, and continuously monitoring market developments.

The ideal candidate has 5-10 years of experience, outstanding references, and demonstrates a strong investment acumen with a passion for the domain. Compensation ranges from $125K to $250K, depending on experience, plus a discretionary bonus.

Qualifications

• 5–10 years of relevant experience in buy-side investing, preferably in small-cap stocks.
• Outstanding references from previous employers.

Responsibilities

• Conduct thorough analysis of U.S. small-cap companies across sectors.
• Develop research insights and investment theses.
• Create and maintain detailed financial models for investment decisions.
• Engage frequently with company management teams to gather insights.
• Proactively monitor covered companies and communicate developments.

Skills

Investment Acumen

Analytical Skills

Communication

Problem Solving

Industry Knowledge

Job description

G2 is an opportunistic long‑short equity strategy focused on small‑mid cap stocks with market caps that generally range from $150mm – $2bn at the time of investment. G2 is managed by Josh Goldberg. In our opinion, our unique defined research process, which incorporates a combination of quantitative screens and rigorous fundamental research, enables us to identify companies in the small‑cap universe, which are often misunderstood and mispriced by Wall Street analysts as they are anchored to their previous forecasts and estimates. The Manager’s ability to generate alpha through short selling has been demonstrated across business and market cycles. G2 understands the importance of stringent risk management and employs controls on both the security and portfolio levels.

Core Responsibilities

Analytical Skills and Modeling:

• Conduct thorough analysis of U.S. small-cap companies across various sectors, with a particular focus on software, leveraging experience where applicable.
• Develop comprehensive research insights and investment theses offering unique perspectives and actionable recommendations.
• Create and maintain detailed financial models to support investment decisions.

Engagement and Communication

• Engage frequently with company management teams to gather insights and build relationships.
• Communicate investment rationales and sector insights effectively to team members.
• Robust communication with the team; formal weekly meetings to discuss ideas and theses.
• Independent research environment requires ability to work autonomously and as part of a team.

Industry Expertise

• Maintain a nuanced understanding of competitive landscapes, sector‑specific trends, management styles, and business structures.

Proactive Monitoring and Participation

• Proactively monitor covered companies, promptly identifying and communicating important developments.
• Attend industry events and conferences to stay updated on market trends.

Ideal Candidate Qualities

Investment Acumen:

Demonstrated expertise in buy‑side investing in the small‑cap space with a passion and background in the software sector. Ability to identify mispricing and valuation discrepancies, and make data‑driven investment recommendations.

Collaboration and Influence:

As part of a small team, each member is extremely valuable. This means that you can thrive in a collaborative environment, contribute unique insights and challenge conventional investment views.

Growth Mindset:

• Adaptable and open to continuous learning and evolution within the investment landscape.
• Perpetual development, whether a new industry, or innovating and anticipating the future trends in the software/technology sector.
• Intellectually curious, passion for your work, desire to work with the best.

Additional Must‑Have Requirements

• Experience: 5–10 years of relevant experience.
• References: Outstanding references from previous employers.
• Location: Rockefeller Center, New York
• Compensation: Top decile compensation for top decile performers. *Base pay ranges from 125K – 250K, commensurate with experience, plus discretionary bonus.*