We are partnering with a leading investment bank and institutional brokerage platform looking to add a Senior Equity Research professional to its New York office.
The team is focused on emerging and disruptive technology companies across:
- AI Software
- Semiconductors
- IT Services
This opportunity is ideal for either:
- An established Equity Research Analyst with existing coverage, or
- A highly experienced Senior Associate (4–5+ years) ready to step into lead coverage responsibilities.
The role offers the chance to build and own coverage across a dynamic universe of small- and micro-cap technology companies at the forefront of innovation.
Responsibilities
- Lead fundamental equity research coverage across emerging technology sectors
- Build and maintain detailed financial models, industry analyses, and valuation work
- Publish investment research, earnings notes, and thematic reports
- Develop differentiated investment views on disruptive technology trends
- Manage relationships with institutional investors and company management teams
- Take ownership of a coverage universe of at least 10 companies initially
- Support broader franchise development through thought leadership and client engagement
Qualifications
- 4–10+ years of Equity Research experience covering Technology sectors
- Experience across AI software, semiconductors, IT services, or broader technology verticals preferred
- Strong financial modeling and valuation capabilities
- Exceptional written and verbal communication skills
- Ability to independently manage coverage and generate investment ideas
- Bachelor’s degree required; CFA designation is a plus
Highlights
- High visibility role with meaningful autonomy
- Opportunity to cover innovative, high-growth technology companies
- Entrepreneurial and collaborative platform
- Based in New York City
If you or someone in your network may be interested, feel free to reach out directly.
