Equity Research Senior Associate

What you’ll do: Own detailed operating models and estimates across 10–20 companies. Run the full earnings process - preview, print, post-print and estimate revisions. Develop differentiated views using filings, management conversations, supply-chain work, expert calls, sellside research and alternative data. Track the key themes driving global tech: AI capex, foundry, memory, advanced packaging, networking and semiconductor equipment. Help shape investment theses, catalysts, risks and position sizing. Use AI and internal technology to make the research process faster - while knowing when the tools are wrong.

What we’re looking for: 3–5 years of experience, with a sellside start at a bulge bracket, elite boutique or leading equity research platform. Strong technology, semiconductor or hardware background. Exceptional modeling skills and the ability to defend every assumption. Clear, concise writing and strong investment judgment. Comfortable working across US and Asian markets. Mandarin, Korean or Japanese is a plus. Python/SQL and CFA progress are helpful, but not required. Submit your resume for consideration. All inquiries will be treated confidentially.