Equity Research Analyst or Associate –Software

Summary: Guggenheim Securities is seeking a highly-motivated Equity Research Analyst or Associate to support a Senior Research Analyst in the Software sector. The role involves conducting fundamental research, maintaining financial models, and articulating business strategies and stock recommendations to institutional investors. Responsibilities: - Conduct fundamental bottom up research, including but not limited to: analyzing disclosures and financial reports of public companies, and conducting due diligence on companies’ products, sales and marketing models, and competitive landscape - Aggregate and synthesize data on software industry trends - Actively monitor market news, macro trends, and stock performances of covered companies - Regularly draft reports recapping companies’ earnings results, relevant investment themes, events, and breaking news - Build and maintain detailed financial models, including both discounted cash flow, SOTP, and comparable company analysis models - Interact with the Firm’s institutional sales force and investor clients, and respond to inquiries regarding research findings and directives - Regularly update analyst marketing decks - Periodically assist with survey design and collection, web-scraping, due diligence calls, and channel checks - Occasionally travel to industry events, represent firm in a professional manner, and recap event highlights in timely fashion - Assist with investor outreach, research distribution lists, occasional firm-hosted events, and contribute to collectively managed team calendar - Over time, develop the ability to seamlessly communicate investment theses and stock recommendations, and contribute original research ideas Required Qualifications: - 1 - 5 years of relevant experience - B.A. or B.S. Degree required - Proficient in Microsoft Office, Excel, PowerPoint, and Word - Must have or obtain SIE, 63, 86 and 87 licenses within 6 months of hire Preferred Qualifications: - Fluency in modeling financial statements - Comfortable with large data sets and reporting - Understanding of the capital markets and stock markets, and a passion for investing - Excellent written and oral communication skills to successfully convey investment messages, ideas, or nuances to team members, salespeople, and/or traders - Outstanding analytical skills; ability to conduct deep primary research, analysis, and draw conclusions from information - Strong interpersonal relationship skills and style conducive to building relationships - Ability to thrive in a fast-paced, deadline-driven environment; self-starter with a proven commitment to producing high quality work - Team oriented, unquestionable honesty and integrity, intellectual curiosity, and dedication to providing clients with the best products - Ability to deliver under pressure and meet deadlines effectively Required Skills: Financial modeling, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Securities Industry Essentials (SIE) license, Series 63 license, Series 86 license, Series 87 license, Capital markets knowledge, Stock markets knowledge, Primary research, Data analysis, Intellectual curiosity, Dedication, deliver under pressure, Interpersonal relationship skills