Equity Research Analyst - Software

Our client, a fast-growing AI-driven investment research firm, is seeking a Software Equity Research Analyst to join its global research team.

The firm builds next-generation AI infrastructure and autonomous agent workflows for fundamental equity research, serving dozens of institutional investors across the US, Hong Kong, and Singapore. In this seat, you will conduct institutional-grade fundamental research across public tech equities while directly collaborating with product and engineering teams to shape proprietary research automation tools for global markets.

1. Conduct independent, deep-dive fundamental research on US and Asian software/SaaS companies, publishing thematic and stock-specific reports.
2. Build and maintain dynamic financial models, unit economics, cohort analyses, and valuation frameworks.
3. Collaborate closely with machine learning and engineering teams to design and refine AI-driven equity research tools.
4. Develop and maintain proprietary technology sector datasets, benchmarking operational metrics and product KPIs.
5. Engage directly with institutional hedge fund clients globally to present research findings and communicate market insights.

1. 2–6 years of software / SaaS equity research experience at a buy-side fund, sell-side broker, or consulting firm.
2. Strong financial modeling and valuation capabilities, with familiarity leveraging modern productivity and data tools.
3. Deep curiosity about the software landscape and an interest in how AI is reshaping enterprise technology.
4. Fluent business English, with proven ability to write buy-side quality reports and present views clearly to institutional clients.
5. Bachelor’s degree or above in Finance, Economics, Computer Science, Engineering, or a related field.
6. High intellectual curiosity, detail-oriented work ethic, and an entrepreneurial approach to problem-solving.
7. An active personal investment track record in public markets is an advantage.

1. Collaborative environment working alongside experienced hedge fund analysts and AI specialists.
2. Direct involvement in creating the future workflow of buy-side investment research.
3. Highly meritocratic team culture with substantial autonomy and visible impact.