Job Description

We are seeking a highly analytical and detail-oriented  Senior Technology Equity Analyst to join our investment team. This role is ideal for a driven professional with expertise in the technology industry, specifically AI and Crypto. We are seeking someone who thrives in a dynamic environment and is eager to contribute beyond a single role or task. The successful candidate will help lead a 10-person team across multiple departments, ensuring investment strategies align with company objectives while achieving key performance indicators (KPIs) and marketing goals.

Key Responsibilities:

• Conduct comprehensive equity research and due diligence on publicly traded technology companies.
• Develop and maintain financial models for stock valuation, earnings forecasts, and risk metrics.
• Perform industry and sector analysis to identify investment trends and opportunities.
• Prepare detailed research reports and investment recommendations for senior management and stakeholders.
• Manage a 10-person team, managing workflow, meeting KPIs, and ensuring strategic alignment.
• Manage portfolio notes and coordinate portfolio meetings with thorough follow-ups.
• Monitor and evaluate equity investments, recommending optimization strategies.
• Evaluate prospective investments using DCF, comparable analysis, and historical fundamental scrutiny.
• Collaborate with portfolio managers and senior executives on equity investment strategies.
• Stay current with macroeconomic trends, regulatory changes, and industry developments impacting equity investments.
• Assist in preparing investment presentations, pitch decks, and risk assessments.

Qualifications & Experience:

• Bachelor’s degree in Finance, Economics, Accounting, or a related field (MBA or CFA preferred).
• 4-6 years of experience in equity analysis, investment research, or asset management.
• Strong proficiency in financial modeling, valuation techniques, and risk assessment.
• Excellent analytical, problem-solving, and quantitative skills.
• Expert-level knowledge of technology stocks.
• Exceptional writing skills with the ability to communicate complex financial data clearly.
• Proficiency in financial software and tools.
• Highly organized with the ability to manage multiple projects and meet deadlines.
• Demonstrated ability to drive results and manage cross-functional teams effectively.

Why Join Us?

• Competitive salary ranging $130,000 - $160,000 DOE and depending on location, with performance-based incentives.
• Opportunities for professional development and career growth.
• Collaborative and dynamic work environment.
• Exposure to diverse equity investment opportunities and financial markets.

How to Apply:

Interested candidates should submit their resume, cover letter,  and a writing sample on tech equities. Applicants that submit without a writing sample will not be considered.

Job Type: Full-time

Pay: $130,000.00 - $160,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Some hours required before market open, after market close and some weekends are required.

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