Senior Investment Analyst | Single Family Office
A leading family office is seeking an experienced Senior Investment Analyst to drive research and investment coverage across global technology, with a strong emphasis on the Asia semiconductor value chain. This role suits a deeply fundamental investor who brings independent thinking, rigorous research discipline, and strong understanding of structural tech trends.
The analyst will work directly with the founder and manage a carve‑out book with participation in P&L, operating within a long‑only mandate.
Key Responsibilities
- Lead fundamental research on global technology sectors, with a particular focus on Asia semiconductor companies.
- Build and maintain detailed financial models, valuation frameworks, and industry forecasts.
- Conduct channel checks, management meetings, expert calls, and field research to generate differentiated insights.
- Formulate clear investment theses and present high‑conviction recommendations directly to the founder.
- Manage an allocated carve‑out book within the long‑only strategy, contributing meaningfully to overall fund performance.
- Monitor portfolio holdings and sector developments, identifying risks and catalysts.
- Collaborate closely with senior leadership on long‑term strategic sector views and thematic research.
Qualifications
- 8+ years of investment research experience across the tech sector; strong preference for candidates with coverage of Asia semiconductors.
- Open to both buy‑side and sell‑side backgrounds, though candidates from long‑only firms are preferred.
- Demonstrated track record of generating high‑quality, deeply fundamental investment insights.
- Strong financial modeling ability and comfort with bottom‑up analysis.
- Ability to work independently, prioritize effectively, and operate with a founder‑led, entrepreneurial mindset.
- Excellent communication skills and confidence presenting to senior decision-makers.
Ideal Candidate Profile
- Passionate about global technology trends and semiconductor industry cycles.
- Enjoys deep, primary-research‑driven investing.
- Thrives in a flat, fast‑moving environment with direct founder exposure.
- Seeks meaningful impact, autonomy, and alignment through a carve‑out book structure.
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