Aktienanalyst & Portfoliomanager – Schwerpunkt Technologie (m/w/d)
Core
Independent equity analysis and portfolio management with a focus on the technology sector for foundations, institutional investors, and high-net-worth individuals.
Role type
Senior equity analyst and portfolio manager (technology focus)
Builds
Individual client portfolios and investment strategies
Domain
Asset Management / Equity Investing / Technology
Required skills
Fundamental equity valuation, industry analysis, technology sector expertise, independent research, client communication
Preferred skills
Database management, programming languages
Responsibilities
Analyze publicly traded companies using fundamental valuation methods, monitor technology trends (AI, semiconductors, software, cloud), engage with external analysts and companies, present analysis and investment strategies to clients, manage individual portfolio mandates
Seniority
Senior, hands-on IC