Equity Research VP, Semiconductors

We are working with a leading New York-based investment bank that is expanding its institutional equity research platform. The firm is seeking an experienced Equity Research Vice President focused on the Semiconductor sector to join its sellside research team.

The VP will lead coverage of the semiconductor sector, producing high-quality, differentiated research for institutional investors. The role involves deep fundamental analysis, financial modeling, thematic work, and direct engagement with hedge funds, asset managers, and other market participants.

Key Responsibilities:

• Lead coverage of semiconductor companies across the value chain (fabs, equipment, design, analog, and AI/hardware exposure)
• Build and maintain detailed financial models, valuation frameworks, and industry supply/demand analysis
• Publish earnings previews, deep-dive research, thematic reports, and investment notes
• Generate differentiated investment insights for institutional clients (long/short and long-only)
• Engage regularly with hedge funds, mutual funds, and other institutional investors to communicate views and gather feedback
• Conduct company management meetings, expert calls, and industry channel checks
• Collaborate with sales and trading to support idea dissemination and market positioning

Candidate Profile:

• 5+ years of equity research experience covering Semiconductors or closely related TMT sectors
• Strong sellside track record with demonstrated ability to generate high-quality, market-relevant research
• Deep understanding of semiconductor industry structure, cyclicality, and key secular trends (e.g., AI, advanced nodes, supply chain dynamics)
• Strong financial modeling, valuation, and analytical skills
• Established credibility with institutional investor clients
• Excellent communication skills, both written and verbal