Equity Research Analyst - Semiconductors | Global Multi-Strategy Hedge Fund | New York
Company Overview:
We are representing a leading global multi-strategy hedge fund with a strong reputation for performance and innovation. The firm is home to some of the most recognized portfolio managers in the industry and offers a dynamic, collaborative environment for top-tier investment professionals.
Role:
An established Industrials Portfolio Manager is seeking to expand their team by adding an Equity Research Analyst with a focus on Semiconductors (Semis). This is an exciting opportunity to join a brand-name PM and contribute to a high-performing pod within a world-class platform.
Responsibilities:
- Conduct deep fundamental research on semiconductor companies and related supply chain players.
- Generate actionable investment ideas and maintain detailed financial models.
- Work closely with the PM to support portfolio construction and risk management.
- Monitor industry trends, earnings, and macro factors impacting the sector.
Requirements:
- Experience: Minimum 2-5 years in equity research or investment analysis within buyside markets (L/S, long-only, or long-bias strategies).
- Strong understanding of semiconductor industry dynamics, competitive landscape, and valuation methodologies.
- Exceptional analytical and communication skills; ability to thrive in a fast-paced environment.
Location:
New York, NY
Compensation:
Highly competitive base salary + performance-driven bonus linked to pod PnL.
