Semiconductors (Semis) Equity Research Analyst - Hedge Fund
Equity Research Analyst - Semiconductors
Join One of the World's Most Prestigious Global Hedge Funds
Location: Midtown Manhattan, NYC
Compensation: Mid to High 6 Figures in Year 1
Our client, a flagship, globally recognised hedge fund-renowned for exceptional performance, deep industry reputation, and multi‑decade AUM growth-is seeking an outstanding Semiconductors Equity Research Analyst to join their elite investment team.
This is not a pod‑shop environment. This is a rare opportunity to join one of the most respected, highest‑conviction investment platforms globally, known for stability, longevity, and a culture that consistently nurtures and retains top talent.
The Opportunity
The fund is embarking on a major expansion of its AI‑themed equity research capabilities, and semiconductors will be the foundational pillar.
As the dedicated Semis Analyst, you will:
- Build semiconductor coverage from scratch-covering leading global names, emerging players, and critical supply‑chain components.
- Produce high‑conviction, deeply fundamental research that drives:
- Portfolio Manager conviction for large, multi‑year positions
- Investment decision‑making within an AI‑focused internal fund
- Work closely with the investment team known for exceptional track records and long‑term investment thinking.
This initial semiconductors build‑out will be the foundation for a broader expansion as the fund later hires analysts to cover software, industrials, and adjacent AI‑driven sectors.
Why This Role Is Exceptional
- Brand Name Prestige: Join a globally recognised, elite hedge fund with one of the strongest reputations in the market.
- Career‑Defining Impact: Lead the semiconductor research build‑out from day one-high visibility, high ownership, massive influence.
- High Conviction, Large Position Sizes: A research environment where your insights can drive deep, long-term, and materially meaningful investments.
- Rare Longevity Culture: The fund is known for extremely low turnover, fostering stability, mentorship, and long-term career growth.
- Elite Compensation: Mid to high 6‑figure first-year earning potential, reflecting the seniority and importance of this hire.
Who We're Looking For
- A top-performing Semiconductors Equity Research Analyst (buy-side experience is required).
- Someone with exceptional fundamental analytical skills, deep curiosity, and a passion for understanding the semis ecosystem end‑to‑end.
- An individual eager to build coverage from scratch, take ownership, and operate in a high-performance, intellectually rigorous environment.
If you are driven, intellectually sharp, and thrive in high-conviction investing environments, this is an opportunity to join one of the world's most prestigious funds and shape a core research vertical from its inception.
To explore this opportunity, please reach out confidentially.
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