Equity Research Analyst - Software
Optimis Search Limited Hong KongEquity Research Analyst - Software
Our client, a fast-growing AI-driven investment research firm, is seeking a Software Equity Research Analyst to join its global research team.
The firm builds next-generation AI infrastructure and autonomous agent workflows for fundamental equity research, serving dozens of institutional investors across the US, Hong Kong, and Singapore. In this seat, you will conduct institutional-grade fundamental research across public tech equities while directly collaborating with product and engineering teams to shape proprietary research automation tools for global markets.
Key Responsibilities- Conduct independent, deep-dive fundamental research on US and Asian software/SaaS companies, publishing thematic and stock-specific reports.
- Build and maintain dynamic financial models, unit economics, cohort analyses, and valuation frameworks.
- Collaborate closely with machine learning and engineering teams to design and refine AI-driven equity research tools.
- Develop and maintain proprietary technology sector datasets, benchmarking operational metrics and product KPIs.
- Engage directly with institutional hedge fund clients globally to present research findings and communicate market insights.
- 2–6 years of software / SaaS equity research experience at a buy-side fund, sell-side broker, or consulting firm.
- Strong financial modeling and valuation capabilities, with familiarity leveraging modern productivity and data tools.
- Deep curiosity about the software landscape and an interest in how AI is reshaping enterprise technology.
- Fluent business English, with proven ability to write buy-side quality reports and present views clearly to institutional clients.
- Bachelor’s degree or above in Finance, Economics, Computer Science, Engineering, or a related field.
- High intellectual curiosity, detail-oriented work ethic, and an entrepreneurial approach to problem-solving.
- An active personal investment track record in public markets is an advantage.
- Collaborative environment working alongside experienced hedge fund analysts and AI specialists.
- Direct involvement in creating the future workflow of buy-side investment research.
- Highly meritocratic team culture with substantial autonomy and visible impact.
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