Equity Research Analyst - Technology

Do you want to use your fundamental equity market expertise and portfolio management knowledge to help manage portfolios and identify new investment opportunities? Do you enjoy uncovering what really drives value in technology businesses? Can you turn deep analysis into clear investment views that shape portfolios? We're looking for an Equity Research Analyst

• Technology, to:
• generate differentiated bottom-up investment ideas across the technology sector (e.g., software, semiconductors, internet, IT services, digital platforms, AI and emerging technologies) for our client portfolios
• conduct proprietary research through management meetings, industry expert calls, conferences, product analysis, channel checks, filings, and data analysis to formulate differentiated insights and high-conviction investment views
• build and maintain detailed financial and valuation models, incorporating key technology-specific drivers such as revenue growth, margin expansion, product adoption, recurring revenue trends, and competitive dynamics
• translate detailed fundamental analysis into clear investment recommendations that support portfolio decisions
• partner closely with portfolio managers to move ideas from research into our portfolios
• assess industry trends, technological disruption, competitive positioning, and long-term growth opportunities to develop comprehensive investment recommendations and risk assessments
• communicate insights clearly and succinctly through written notes and presentations to colleagues and clients