Equity L/S Research Analyst - Semiconductors Job at Selby Jennings, New York, NY

  • Selby Jennings
  • New York, NY

Job Description

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+ 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 .

Job Tags

Full time

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