# Equity Research Analyst or Associate –Software [Guggenheim](https://www.jorb.ai/firms/guggenheim.md) · New York · United States · [Research](https://www.jorb.ai/jobs/research.md) Guggenheim is hiring a Equity Research Analyst or Associate –Software in New York. Posted 2026-04-14; applications close 2026-06-13. **Apply**: https://guggenheim.wd1.myworkdayjobs.com/Guggenheim_Careers/job/New-York/Equity-Research-Associate--Software_14716 Posted 8d ago. ## Role details ## Position Summary Guggenheim Securities (GS) is seeking a highly motivated Equity Research Analyst or Associate to support a well-established Senior Research Analyst covering the Software sector. The position involves conducting fundamental research on public and private companies and maintaining complex financial models. The ideal candidate will develop the ability to articulate business strategies and stock recommendations to institutional investors and Guggenheim’s institutional sales force. The role requires excellent writing, financial modeling, and communication skills, along with strong aptitude for gathering and synthesizing primary and secondary market data. The candidate must be detail-oriented, collaborative, and willing to travel periodically to industry events. This is a demanding but rewarding role with significant career upside. This position is located in New York City. ## Essential Job Functions - Conduct fundamental bottom-up research, including analyzing disclosures and financial reports of public companies, and performing due diligence on products, sales and marketing models, and the competitive landscape. - Aggregate and synthesize data on software industry trends. - Actively monitor market news, macro trends, and stock performance of covered companies. - Regularly draft reports recapping earnings results, relevant investment themes, events, and breaking news. - Build and maintain detailed financial models, including 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 the firm professionally, and recap event highlights in a timely fashion. - Assist with investor outreach, research distribution lists, occasional firm-hosted events, and contribute to a collectively managed team calendar. - Over time, develop the ability to communicate investment theses and stock recommendations, and contribute original research ideas. ## Preferred Qualifications - Fluency in modeling financial statements. - Comfortable with large data sets and reporting. - Understanding of the capital markets and stock markets, with a passion for investing. - Excellent written and oral communication skills to convey investment messages to team members, salespeople, and traders. - Outstanding analytical skills; ability to conduct deep primary research and draw conclusions from information. - Strong interpersonal relationship skills conducive to building relationships. - Ability to thrive in a fast-paced, deadline-driven environment; self-starter with a track record of producing high-quality work. - Team-oriented with integrity, intellectual curiosity, and dedication to providing clients with the best products. - Ability to deliver under pressure and meet deadlines effectively. ## Basic Qualifications - 1–5 years of relevant experience. - B.A. or B.S. degree required. - Proficient in Microsoft Office, including Excel, PowerPoint, and Word. - Must have or obtain SIE, Series 63, 86, and 87 licenses within 6 months of hire. ## Work Location - Currently, this role is expected to be in the New York office at least 4 days per week. ## Salary - Annual base salary between $100,000 and $150,000. - The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary based on location and experience. The range reflects base salary only; the total compensation package may include other components such as incentive compensation. ## About Us Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services in four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn, or contact us at GSLateralRecruiting@guggenheimpartners.com or 212.518.9200. **Guggenheim Securities, LLC (“GS”) does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.** ## More open roles at Guggenheim - [Analyst, Equity Sales (Generalist)](https://www.jorb.ai/jobs/69d543d7ac8fc8c972ce43b8.md) — New York, posted 15d ago - [Equity Research Analyst - Consumer & Retail](https://www.jorb.ai/jobs/69cb3be92d7e441c8c46ef90.md) — New York, posted 23d ago - [Finance Intern](https://www.jorb.ai/jobs/69c1a135756514cdf2dcd916.md) — New York, posted 1mo ago - [Analyst – Warehouse Lending Execution](https://www.jorb.ai/jobs/69bc3fc10e9251dc5ec1b12b.md) — New York, posted 1mo ago - [Analyst, Equities Salesperson](https://www.jorb.ai/jobs/69b07c338a4d5bd586ed5bfc.md) — New York, posted 1mo ago --- Updated: 2026-04-22 Canonical: https://www.jorb.ai/jobs/69de6c92763a76056f7410c2