Equity L/S Research Analyst - Semiconductors

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.

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.