Associate, Research

Stamford, CT
Full Time
Research
Mid Level

Hedgeye Risk Management is seeking an outstanding Equity Research Analyst to join our Software Research Team. This is a unique opportunity to play a pivotal role in the continued growth of a high-impact franchise.

We are looking for a self-starter who thrives in a fast-paced environment, is naturally curious, and possesses a strong ownership mindset. You’re analytical, determined, and unafraid to challenge consensus. You can manage multiple projects from start to finish, communicate effectively, and contribute original insights.

IN THIS ROLE, YOU WILL:

  • Gather, review, and analyze corporate financial statements, earnings releases, industry news, and other relevant data

  • Maintain and update internal databases with high attention to detail

  • Build detailed PowerPoint presentations for research reports, client calls, and speaking engagements

  • Manage internal processes and schedules; communicate regularly with sales and clients

  • Collaborate with operations and data science teams on cross-functional initiatives

  • Write timely, high-impact research notes and maintain existing coverage

  • Participate in industry events, earnings calls, and other relevant forums

  • Support and manage third-party data providers; help evaluate and onboard new data sources

  • Perform extensive financial modeling, including designing and building new models as needed

  • Create content for Hedgeye’s digital platforms, including web, video, mobile, and audio

  • Proactively generate new ideas, challenge consensus, and share insights both internally and externally

ABOUT YOU:

  • Bachelor’s degree with a minimum 3.0 GPA

  • 2–5 years of experience in a financial or investment-related role 

  • CFA candidate preferred, but not required

  • Experience in the software research sector preferred

  • Exceptional attention to detail and organizational skills

  • Proven ability to work independently and manage multiple projects under tight deadlines

  • Strong analytical mindset with a passion for data—sourcing, structuring, analyzing, and interpreting it to drive better decisions

  • Excellent written and verbal communication skills; able to synthesize complex information quickly and clearly

  • Strong executive functioning: memory, flexibility, and self-direction

  • High emotional intelligence, self-awareness, and a desire for continuous improvement

  • Proficiency in Microsoft Excel (e.g., vlookup, pivot tables, index/match, arrays, etc.); comfortable working with large, complex financial models

  • Ability to extract key insights from data and translate them into effective visualizations

  • Solid understanding of accounting principles, valuation methodologies, business models, and industry dynamics

  • Working knowledge of statistics/econometrics (e.g., regression analysis, standard deviation, probabilities)

  • Familiarity with SQL (Workbench), Python (including APIs/libraries), R, or Jupyter Notebook


WHAT WE OFFER:

  • Annual Salary: $85,000 - $125,000
  • Bonus: This position is eligible for a discretionary bonus
  • Benefits: Comprehensive package including 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 certification

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: We are a leading provider of actionable independent investment research and a premier online financial media company. At our core, we are a results-driven, constantly evolving, entrepreneurial company committed to intelligent expansion.

Hedgeye is committed to unwavering Transparency, Accountability and Trust.

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