Equity Research Analyst - Semiconductors & Hardware

Equity Research Analyst - Semiconductors & Hardware New York, NY | Multi-Strategy Hedge Fund | $15bn+ AUM Our client is a leading $15bn+ multi-strategy hedge fund seeking to hire a Semis & Hardware Equity Research Analyst to join an established Portfolio Manager's team in New York City. This is an expansion hire , reflecting continued growth and capital allocation within a highly successful technology investment strategy. The Portfolio Manager has developed a strong track record investing across the technology landscape and is looking to add a dedicated sector specialist to further build out coverage across the semiconductor and hardware ecosystem. The strategy has a global investment mandate with a primary emphasis on US equities , and a particular focus on identifying differentiated long and short opportunities across semiconductors, semiconductor equipment, AI infrastructure, components, systems, networking, and broader hardware-related verticals. The Opportunity You will work directly with an experienced Portfolio Manager as a key member of a lean, high-impact investment team. The role offers significant exposure to the investment decision-making process and the opportunity to develop deep sector ownership across one of the most attractive and rapidly evolving areas of global equity markets. Responsibilities will include: Conducting fundamental bottom-up research across the semiconductor and hardware sectors Building and maintaining detailed financial and valuation models Developing differentiated long and short investment ideas Performing industry analysis, channel checks, expert calls, and supply-chain research Meeting with company management teams, industry participants, and sell-side analysts Monitoring earnings, industry trends, competitive dynamics, and key catalysts Presenting investment recommendations directly to the Portfolio Manager Expanding and refining the team's global coverage universe Candidate Profile The ideal candidate will possess: 3+ years of equity research experience covering semiconductors, semiconductor equipment, hardware, networking, storage, or adjacent technology sectors Strong fundamental analytical and financial modelling capabilities Demonstrated passion for investing and public markets Excellent communication skills and the ability to articulate investment views with conviction A deep understanding of technology industry drivers and competitive dynamics The ability to thrive in a fast-paced, performance-oriented investment environment Our client is particularly interested in candidates with buyside experience , though outstanding sell-side analysts and associates covering the sector will also be given serious consideration. Why Join? Join a highly regarded Portfolio Manager with meaningful capital and an established track record Opportunity to become a key sector specialist within a growing investment team Direct exposure to portfolio construction and investment decision-making Work within one of the industry's leading multi-strategy hedge fund platforms Significant scope for long-term growth, responsibility, and career progression Location & Compensation Location: Midtown Manhattan, New York City Compensation: Highly competitive base salary plus an uncapped performance bonus directly linked to team performance Comprehensive benefits package This represents a compelling opportunity for an ambitious technology investor looking to deepen their exposure to the semiconductor and hardware ecosystem while working alongside a respected Portfolio Manager at a premier hedge fund platform.