Job Description:
The Director will be a senior member of the Software Equity Research team, responsible for helping drive the research franchise through differentiated investment insights, industry expertise, client engagement, and thought leadership. Experience in sell side research, buy side investing, investment banking, consulting, or relevant industry roles is required. The ideal candidate will possess a strong understanding of financial statements, valuation methodologies, capital markets, and software industry dynamics, along with a passion for investing and the stock market.
The Director will work closely with Senior Analysts while taking a leadership role in the research process, contributing to investment recommendations, developing client relationships, mentoring junior team members, and helping expand the firm’s research franchise. Responsibilities include, but are not limited to:
Responsibilities
- Lead the development of differentiated investment ideas and actionable research for institutional investor clients
- Author industry reports, thematic research, earnings analyses, and company initiation reports
- Build, maintain, and enhance detailed financial models, including income statements, balance sheets, cash flow statements, and valuation frameworks
- Develop deep expertise in cybersecurity and identify emerging industry trends, competitive dynamics, and secular growth opportunities
- Establish and maintain relationships with executives, investor relations teams, industry experts, channel partners, and other key industry contacts
- Generate proprietary research through surveys, channel checks, interviews, field work, and alternative data sources
- Communicate investment views effectively through written research, client meetings, conferences, roadshows, and conference calls
- Serve as a trusted resource for institutional investors, sales professionals, and trading teams
- Monitor company, industry, and macroeconomic developments, providing timely analysis of stock impacting events
- Help shape the strategic direction of coverage and research priorities within the software sector
- Mentor and develop associates and junior analysts, helping elevate the team’s analytical capabilities and research output
- Represent the research franchise at industry events, management meetings, and investor conferences
Qualifications
- Bachelor’s degree required; MBA, CFA, advanced degree, or relevant industry experience is a plus
- Significant experience in equity research, buy side investing, investment banking, consulting, corporate finance, or the software industry
- Strong financial modeling, valuation, and accounting expertise
- Demonstrated ability to generate differentiated investment insights and communicate complex ideas clearly
- Excellent writing, presentation, and verbal communication skills
- Strong client facing capabilities and relationship management skills.
- Self motivated, intellectually curious, and passionate about financial markets
- Experience mentoring and developing junior professionals is preferred
Shift:
1st shift (United States of America)
**Hours Per Week: **
40
Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)
Pay and benefits information
Pay range
$300,000.00 - $300,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.