Equity Research Analyst – Semiconductors
Germany
Full Time
6 hours ago
No Sponsorship
Key skills
PythonSQLAI
About this role
Role Overview
- Own coverage and contribute original theses to a high-conviction portfolio
- Conduct fundamental research on semiconductor companies worldwide
- Monitor news and data across sectors, identifying alpha opportunities
- Perform financial modeling on business models
- Utilize alternative data, AI, and quantitative capabilities in research
- Build relationships with sector experts and management teams
- Translate convictions into sized positions in the portfolio
Requirements
- 2+ years researching investments in the semiconductors sector, on the buy-side or in a research-heavy environment (equity research, private equity, or investment banking)
- Strong academic record in a technical field such as Engineering, Computer Science, Physics, or Mathematics
- Comfortable with alternative datasets and basic data tools (Python or SQL)
- Track record of differentiated investment writing with a contrarian view
- Ability to analyze the semiconductor industry at both a technical and business level
Tech Stack
- Python
- SQL
Benefits
- Competitive compensation with a meaningful variable component tied to fund performance
- Relocation and visa support if needed