equity research analyst (long bias asset manager).

We are seeking an Equity Research Analyst with a good focus on Asian Semiconductor & Technology coverage. In this position, you will be responsible for driving alpha generation through deep, fundamental research across the Asia-Pacific tech supply chain.

Key responsibilities include:

• Conducting comprehensive, bottom-up fundamental research on companies across the Asian semiconductor value chain (including Compute, Foundry, Networking, WFE, and IP/Design) and broader TMT sectors.
• Building and maintaining proprietary financial models, valuation frameworks, and industry tracking models (e.g., monitoring supply chain dynamics, export data, capacity utilization, and pricing trends).
• Executing thorough commercial due diligence, including channel checks, supply chain validation, and analyzing technological shifts or attach rates.
• Generating high-conviction, actionable investment recommendations (long and short) and presenting them to the Portfolio Manager and CIO.
• Identifying key industry turning points and potential catalysts, actively contributing to portfolio construction and risk management strategies.

skills and experience required

• Ideally 5+ years of rigorous fundamental investment experience, ideally encompassing public equity research (buy-side or top-tier sell-side).
• A proven track record of deep, independent coverage within the global or Asian semiconductor/hardware sectors, demonstrating a nuanced understanding of industry sub-sectors and supply chain intricacies.
• Exceptional financial modeling skills and experience building proprietary industry tracking frameworks.
• Strong analytical rigor, with the ability to synthesize complex technical data into clear, actionable investment theses.
• Excellent communication and presentation skills, capable of defending ideas concisely to senior decision-makers.
• A strong academic foundation, preferably with a degree in Engineering, Computer Science, Finance, or Economics from a recognised university. Advanced degrees or relevant technical backgrounds are highly advantageous.