Semis/Hardware Equity Analyst (Chicago)

TMT (Semis/Hardware) Investment Opportunity at Top Fund A global investment firm with a long-standing reputation is seeking an Investment Analyst with 2+ years of experience covering Semis and Hardware. This opportunity offers exposure to traditional equity research, multi-asset portfolios, and convertible strategies. 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 2+ years of experience covering semiconductors and hardware 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.