Associate, Technology Research - Semiconductors

Responsibilities

• Build, maintain, and enhance detailed financial models for Semiconductor and Semiconductor Equipment companies.
• Conduct comprehensive fundamental research on industry trends, technology developments, competitive dynamics, and company-specific catalysts.
• Perform valuation and financial analysis to support stock recommendations and investment theses.
• Aid in the development of differentiated, value-added research that generates actionable insights for institutional investors.
• Prepare earnings previews, earnings analyses, thematic research reports, and industry updates.
• Participate in meetings with company management teams, industry experts, and institutional investors.
• Monitor earnings releases, industry data points, supply chain developments, and regulatory trends impacting the Semiconductor sector.
• Develop expertise across key Semiconductor end markets, including AI, data center, automotive, industrial, and consumer electronics.
• Support client interactions and increasingly contribute to communicating research views and investment recommendations.
• Collaborate closely with senior analysts on coverage expansion, special projects, and strategic research initiatives.

Qualifications

• 2–4 years of semiconductor-focused equity research experience, preferably on the sell-side.
• Strong understanding of the Semiconductor ecosystem, including chip manufacturers, foundries, fabless companies, memory suppliers, and equipment providers.
• Advanced financial modeling, forecasting, and valuation skills.
• Prioritize ability to analyze complex business models and synthesize information into clear investment conclusions.
• Excellent written, verbal, and presentation skills.
• Demonstrated passion for equity markets, technology, and fundamental research.
• Ability to manage multiple projects in a fast-paced, deadline-driven environment.
• Strong attention to detail and a proactive, self-starting mindset.
• Bachelor’s degree in finance, Economics, Engineering, Accounting, or a related discipline.
• MBA and/or CFA designation (or progress toward CFA) is preferred but not required.
• Experience interacting with institutional investors and management teams is a plus.

Pay

$175,000 - $225,000