Equity Analyst - TMT

Job Summary

A company is looking for a US L/S Equity Associate/Analyst focused on TMT with a generalist approach and a semi/semicap focus.

Key Responsibilities:

• Conduct fundamental research in the TMT sector, initially focusing on semiconductors and semicap
• Develop and maintain detailed financial models and frameworks in Excel
• Attend company calls and industry events to synthesize information and collaborate with the Portfolio Manager

Qualifications:

• 0-4 years of relevant experience in public investing, research, investment banking, or analytical roles
• Strong accounting and financial modeling skills
• Intellectually curious, energetic, and resourceful
• Evidence of AI/automation adoption in work or learning
• Progress toward CFA is a plus; MBA is not required or expected