Semis/Hardware Investment Opportunity (Top Liquid Alts Manager) (Chicago)

Semis/Hardware Investment Opportunity (Top Liquid Alts Manager) A global investment firm with a long-standing reputation in convertible securities and multi-asset strategies is seeking an Analyst with 4+ years of experience covering Semis and Hardware. This opportunity offers exposure to multi-asset portfolios and convertible strategies alongside traditional equity research. Key Responsibilities: Develop and maintain financial models using advanced valuation techniques (DCF, residual income, multiples-based, and SOTP). Analyze industry themes, secular trends, market sizing, and competitive positioning to identify risks and catalysts. Generate timely and concise research reports and present investment recommendations to portfolio managers. Participate in new issue deal analysis for the U.S. Convertible market and IPO evaluations. Act as the subject matter expert for assigned coverage areas; lead and contribute to technology sector strategy discussions within the research team. Track and evaluate technology sector performance and portfolio holdings against investment benchmarks and the firm's broader macroeconomic outlook. Qualifications: At least 4+ years of experience covering semiconductors and hardware; prior buy-side experience is required. Background in convertible securities analysis is a plus. Demonstrated passion for investing, coupled with a strong work ethic, integrity, and commitment to continuous personal growth. Exceptional research capabilities with proven ability to efficiently gather, synthesize, and analyze data.