Associate, Technology Research - Semiconductors
Core
Conduct fundamental equity research and financial modeling for semiconductor companies to support investment recommendations and proprietary research.
Role type
Associate equity research analyst (semiconductors)
Builds
Stock recommendations and investment theses
Domain
Financial services / Semiconductors
Deliverable
dashboards & analysis
Required skills
Financial modeling, Valuation, Fundamental research, Industry analysis, Earnings analysis, Client engagement, Semiconductor ecosystem knowledge, Investment thesis development
Preferred skills
MBA, CFA designation, Institutional investor interaction, Management team interaction
Technologies
None stated
Responsibilities
Build and maintain detailed financial models for semiconductor companies, Conduct comprehensive fundamental research on industry trends and technology developments, Perform valuation and financial analysis to support stock recommendations, Prepare earnings previews and thematic research reports, Participate in meetings with company management and institutional investors, Monitor earnings releases and supply chain developments, Develop expertise across key semiconductor end markets including AI and automotive
Seniority
Associate, early-career IC