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- Tasks: Conduct in-depth research on US Technology stocks and generate actionable investment ideas.
- Company: Join a dynamic London-based hedge fund focused on US Technology investments.
- Benefits: Manage your own capital sleeve and report directly to the CIO.
- Why this job: Shape the fund's strategy while working in a fast-paced, high-performance environment.
- Qualifications: 4+ years in US Technology equity research with strong analytical skills required.
- Other info: Ideal for driven individuals passionate about technology and investment.
The predicted salary is between 48000 - 84000 £ per year.
Point One is partnering with an up and coming London-based hedge fund to recruit a highly skilled and experienced Senior Equity Analyst (USA TMT). The successful candidate will specialize in US Technology equity research, with particular focus on Semiconductors, Software, Media, and Biotechnology stocks. This is an exceptional opportunity for a highly driven individual with at least four years of experience in providing actionable investment ideas within the US Technology sector for both long and short strategies.
The role offers a unique opportunity to manage your own sleeve of capital while reporting directly to the Chief Investment Officer (CIO). You will play a key role in driving the hedge fund’s US Technology investments by identifying market trends, uncovering mispricing opportunities, and helping to shape the fund\’s overall strategy.
Key Responsibilities:
- Conduct deep, fundamental research on US Technology stocks across the Semiconductors, Software, Media, and Biotechnology subsectors.
- Generate actionable long and short investment ideas for the hedge fund\’s portfolio, utilizing a combination of both fundamental and technical analysis.
- Leverage insights from research to inform investment theses and create investment recommendations for both long and short positions.
- Manage your own sleeve of capital, making autonomous investment decisions while staying aligned with overall portfolio objectives.
- Report directly to the CIO, providing regular updates on market conditions, stock coverage, investment ideas, and performance of your capital sleeve.
- Monitor and evaluate the macro and micro trends that affect the TMT sector, including regulatory changes, industry disruptions, and company-specific developments.
- Collaborate with other team members to contribute to the development and execution of the fund’s investment strategy.
- Actively participate in the hedge fund’s investment meetings, presenting research findings, stock recommendations, and insights on sector developments.
- Maintain strong relationships with industry experts, sell-side analysts, and company management teams to gather proprietary insights.
Qualifications:
- At least 4 years of experience in US Technology buy side equity research, with a demonstrated track record of providing actionable long and short investment ideas in the Semiconductor, Software, Media, and Biotechnology sectors.
- Deep knowledge of key technology trends and the competitive landscape within these sub-sectors.
- Experience in managing capital and making independent investment decisions within a hedge fund or institutional investment environment.
- Strong analytical skills with expertise in building and maintaining complex financial models.
- A clear and structured approach to presenting research and communicating complex ideas to senior investment professionals.
- Excellent communication skills, with the ability to effectively engage with internal teams and external stakeholders.
- Ability to thrive in a fast-paced, high-performance environment while balancing multiple research projects.
- A degree in Finance, Economics, Engineering, or a related field is preferred; advanced certifications such as the CFA are a plus.
Candidates who cover TMT within a generalist role are not suitable for this position – please do not apply.
For more information please reach out to: thomas@pointonetalent.com
Senior Equity Research Analyst (USA TMT) employer: Point One - Hedge Fund Talent
Contact Detail:
Point One - Hedge Fund Talent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Equity Research Analyst (USA TMT)
✨Tip Number 1
Make sure to stay updated on the latest trends and developments in the US Technology sector, especially in Semiconductors, Software, Media, and Biotechnology. This knowledge will not only help you during interviews but also demonstrate your passion and commitment to the field.
✨Tip Number 2
Network with professionals in the hedge fund industry, particularly those who specialize in TMT. Attend industry conferences, webinars, or local meetups to build relationships and gain insights that could be beneficial for your application.
✨Tip Number 3
Prepare to discuss specific investment ideas you've generated in the past, focusing on how you identified opportunities and the outcomes of your decisions. This will showcase your analytical skills and ability to manage capital effectively.
✨Tip Number 4
Familiarize yourself with the hedge fund's investment strategy and recent performance. Being able to articulate how your experience aligns with their goals will set you apart from other candidates.
We think you need these skills to ace Senior Equity Research Analyst (USA TMT)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in US Technology equity research, particularly in Semiconductors, Software, Media, and Biotechnology. Include specific examples of actionable investment ideas you've generated.
Craft a Compelling Cover Letter: In your cover letter, emphasize your analytical skills and experience managing capital. Discuss how your background aligns with the responsibilities of the role and your understanding of key technology trends.
Showcase Your Research Skills: Provide examples of your deep, fundamental research on US Technology stocks. Mention any complex financial models you have built and how they informed your investment decisions.
Highlight Communication Abilities: Demonstrate your excellent communication skills by detailing how you have effectively engaged with internal teams and external stakeholders. Mention any presentations you've made in investment meetings.
How to prepare for a job interview at Point One - Hedge Fund Talent
✨Showcase Your Expertise in TMT
Make sure to highlight your deep knowledge of the Technology, Media, and Telecommunications sectors. Be prepared to discuss specific trends, challenges, and opportunities within Semiconductors, Software, Media, and Biotechnology. This will demonstrate your understanding of the market and your ability to generate actionable investment ideas.
✨Prepare for Technical Questions
Expect to answer technical questions related to financial modeling and analysis. Brush up on your skills in building complex financial models and be ready to explain your thought process behind investment decisions. This will showcase your analytical abilities and experience in managing capital.
✨Demonstrate Your Communication Skills
Since you'll be reporting directly to the CIO, it's crucial to communicate your research findings clearly and effectively. Practice presenting your investment ideas and recommendations in a structured manner, as this will reflect your ability to engage with senior investment professionals.
✨Discuss Your Independent Decision-Making
Be prepared to share examples of how you've made autonomous investment decisions in the past. Highlight your experience in managing your own sleeve of capital and how you align your strategies with overall portfolio objectives. This will illustrate your capability to thrive in a high-performance environment.
