Equity Research Senior Associate, Software, Assistant Vice President

• Build, maintain, and update detailed financial models for Software sector companies, including relative value analysis, earnings forecasts, and scenario modelling to support investment recommendations.
• Draft and co-author equity research publications including earnings previews and recaps, initiation reports, and thematic deep-dive notes for distribution to institutional clients.
• Respond to inquiries from internal and external clients, delivering timely and well-informed perspectives on Software sector developments and covered companies.
• Coordinate and support investor events including management meetings, company field trips, and industry consultant calls, ensuring seamless execution and strong client experience.
• Apply AI tools and emerging technologies to enhance research workflows, streamline data analysis, and improve the quality and efficiency of published outputs.
• Mentor and support junior team members, contributing to a high-performing research environment through knowledge sharing and day-to-day guidance.
• Evaluate business and investment decisions with sound judgement, maintaining the integrity of research outputs and adhering to regulatory and ethical standards at all times.
• Required Qualifications & Skills
• 5 to 8 years of experience in sell-side equity research or a closely related investment research function.
• Demonstrated ability to build and maintain complex financial models with a strong command of accounting principles and valuation frameworks.
• Experience supporting senior research analysts, including preparation of research materials and client-facing communications.
• Excellent written and verbal communication skills, with the ability to translate complex financial analysis into clear, compelling research narratives.
• Active holding of, or eligibility to obtain, SIE, Series 63, Series 86, and Series 87 licenses.
• Bachelor's degree or equivalent experience in finance, economics, or a related field.
• High attention to detail and the ability to manage multiple priorities accurately under time-sensitive conditions.
• Beneficial Skills & Qualifications
• MBA, graduate degree, or CFA designation, demonstrating advanced financial and analytical expertise.
• Familiarity with the Software sector, including knowledge of SaaS business models, cloud infrastructure dynamics, or enterprise software trends.
• Hands-on experience applying AI tools or data analytics platforms to investment research or financial analysis workflows.
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• Research ------------------------------------------------------
• Research Analysis ------------------------------------------------------
• Full time ------------------------------------------------------
• Getzville New York United States ------------------------------------------------------

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