Software-Focused Equity L/S Research Analyst - TMT - Hedge Fund

Software-Focused Equity Research Analyst - TMT | New York

Making sure you fit the guidelines as an applicant for this role is essential, please read the below carefully.
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 softwareApplication softwareInfrastructure softwareCybersecurityCloud computing and cloud-based softwareSaaS and subscription-based business modelsData, analytics, and developer toolsVertical market softwareSoftware companies benefiting from evolving technology and AI adoptionEmerging 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 institutionDeep interest in software, technology, and evolving business models across the sectorExperience covering software, internet, technology, or adjacent TMT subsectorsStrong understanding of software business models, competitive dynamics, industry structure, and key operating metricsDemonstrated ability to build detailed financial models and conduct rigorous fundamental analysisStrong intellectual curiosity and a passion for understanding companies, industries, and evolving technology trendsExcellent communication skills and the ability to articulate investment views to senior stakeholdersA collaborative mindset and desire to work within a team-oriented investment culture
Why This Role? xzbcwsv
Join a $15bn+ global multi-strategy hedge fund with an exceptional reputation in the industryWork within a highly collaborative single-fund platform, not a pod shopPartner directly with a recently hired, highly respected Lead TMT AnalystDevelop deep coverage across one of the most dynamic and important sectors within global equitiesResearch opportunities across both long and short investmentsMeaningfully influence investment decisions across the platformClear opportunity for long-term career progression as the team continues to scaleCompetitive 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.