Aktienanalyst & Portfoliomanager – Schwerpunkt Technologie (m/w/d)
Core
Independent equity analyst and portfolio manager focusing on the technology sector, analyzing listed companies and managing client portfolios.
Role type
Senior equity analyst and portfolio manager (technology focus)
Builds
Client portfolios with real value growth through long-term, value-oriented capital investments
Domain
Finance / Equity Analysis / Technology Sector
Required skills
Fundamental valuation models, company and industry analysis, technology sector knowledge, database usage, programming languages
Preferred skills
Knowledge of AI, semiconductors, software, cloud infrastructure, digitalization trends
Responsibilities
Analyze listed companies using fundamental valuation methods, observe and analyze relevant technology trends, engage in independent dialogue with external analysts and companies, develop and present analysis and investment ideas, gradually take over individual portfolio management mandates, present equity analysis and investment strategy to clients
Seniority
Senior, hands-on IC
