Research Analyst
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will conduct fundamental research and financial modeling on US Energy stocks, mega-cap technology companies, and semiconductor companies. You will develop earnings models, valuation frameworks, scenario analyses, investment theses, and trade ideas; monitor sector catalysts and macroeconomic developments; collaborate with portfolio managers and traders on position sizing and risk management; maintain industry relationships; present actionable research; and improve analytical tools and coverage frameworks.
Requirements
- Degree in Finance, Economics, Engineering, or a related field
- Minimum 5+ years of equity research experience
- Coverage experience in Energy, large-cap Technology, and/or Semiconductor sectors
- Financial modeling and valuation skills
- Understanding of commodity price dynamics and energy markets
- Understanding of mega-cap technology competitive positioning and AI-driven growth
- Understanding of semiconductor cycle and supply chain dynamics
- Written and verbal communication skills
- Ability to work under pressure in a fast-paced trading environment
- Attention to detail
- Intellectual curiosity
- Ability to work autonomously and collaborate with traders and portfolio managers
- Experience at a sell-side research firm, hedge fund, or proprietary trading firm
- Established industry, management team, and sell-side relationships
- Proficiency with Bloomberg, FactSet, Python, Excel/VBA, and SQL
Responsibilities
- Conduct fundamental research and financial modeling on US Energy stocks, Magnificent 7 companies, and semiconductor companies
- Develop and maintain earnings models, valuation frameworks, and scenario analyses
- Monitor earnings releases, capex cycles, supply and demand dynamics, regulatory developments, technological trends, and OPEC+ policy
- Generate investment theses and actionable trade ideas
- Build and maintain relationships with company management teams, sell-side analysts, and industry contacts
- Track macroeconomic and geopolitical developments and assess their portfolio impact
- Collaborate with portfolio managers and traders on position sizing, risk management, and entry and exit strategies
- Present research findings through written notes and verbal briefings
- Refine coverage frameworks, data sources, and analytical tools
