Equity Research, Software Sector

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) Mentor junior analysts and contribute to team development ABOUT YOU : 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 High emotional intelligence, self-awareness, and a desire for continuous improvement WHAT WE OFFER : 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 Professional Development :  Industry training and support for certifications Equal employment opportunities are available to all applicants and team members without regard to race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability status or any other applicable characteristics protected by law.
• All employment is decided on the basis of qualifications, merit and business need.
• 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 www.uscis.gov.

About Hedgeye :