Drive primary research and financial modelling across AI infrastructure and application-layer opportunities. You will own subsector theses end-to-end — from initial landscape mapping through to position sizing recommendations.
What we're looking for
- 3–6 years of equity research, PE, or HF experience, ideally covering technology or TMT
- Exceptional financial modelling and valuation discipline
- First-principles thinker comfortable with ambiguity
- CFA progress or completion preferred