AI-Focused Equity Research Analyst - TMT | New York
Our client is a highly regarded $15bn+ global multi-strategy hedge fund seeking to hire an AI-focused Equity Research Analyst to join its expanding investment team in New York.
Unlike many of its peers, the firm operates a single-fund model rather than a pod structure, fostering a genuinely collaborative investment culture where ideas, research, and expertise are shared across teams. With a long-term track record of success, significant capital backing, and a reputation for attracting top-tier talent, the platform offers a unique environment for investors who want to generate differentiated insights while working alongside some of the industry's most respected analysts and portfolio managers.
Following the recent addition of a highly regarded Lead TMT Analyst, the firm is now investing heavily in building out its technology research capabilities. This role represents one of the most strategically important hires on the team and offers the opportunity to work at the center of one of the most significant secular investment themes in global markets.
The Opportunity
The successful candidate will play a key role in researching and analyzing the rapidly evolving Artificial Intelligence ecosystem, with particular emphasis on:
- AI infrastructure and enabling technologies
- Semiconductor supply chains
- Chip architecture and efficiency
- Accelerators, GPUs, CPUs, networking and related technologies
- Data center infrastructure and buildout
- Power generation and power demand beneficiaries
- Crypto miners and adjacent infrastructure plays
- Large-cap technology companies benefiting from AI adoption
Working closely with the Lead TMT Analyst and broader equity research team, the individual will help develop investment views across the entire AI value chain while contributing to both long and short investment opportunities.
The role offers substantial exposure to senior investors across the platform and the ability to influence capital allocation decisions through differentiated fundamental research.
Candidate Profile
We are interested in speaking with candidates who possess:
- Strong fundamental equity research experience from a buy-side institution.
- Deep interest in artificial intelligence, semiconductors, compute infrastructure, and related technology ecosystems
- Experience covering technology, semiconductors, communications equipment, infrastructure, data centers, power, or adjacent sectors
- Demonstrated ability to build detailed financial models and conduct rigorous fundamental analysis
- Strong intellectual curiosity and a passion for understanding complex technological trends
- Excellent communication skills and the ability to articulate investment views to senior stakeholders
- A collaborative mindset and desire to work within a team-oriented investment culture
Why This Role?
- Join a $15bn+ global multi-strategy hedge fund with an exceptional reputation in the industry
- Work within a highly collaborative single-fund platform, not a pod shop
- Partner directly with a recently hired, highly respected Lead TMT Analyst
- Gain exposure to one of the most attractive and rapidly evolving investment opportunities in global equities
- Meaningfully influence investment decisions across the platform
- Clear opportunity for long-term career progression as the team continues to scale
- Competitive compensation package comprising a highly attractive base salary and discretionary bonus
This is an exceptional opportunity for an intellectually curious investor who wants to be at the forefront of AI-related investing while operating within one of the industry's most collaborative and well-resourced hedge fund environments.
