Senior Analyst, Global Tech (I&G)

TL;DR

Senior Analyst, Global Tech (I&G): Generating high-conviction insights across global technology sectors with an accent on software, semiconductors, cloud infrastructure, cybersecurity, digital platforms, and emerging technologies. Focus on developing financial and operational models, valuation frameworks, scenario analyses, and actionable investment recommendations to drive alpha and influence portfolio construction.

San Diego, CA (onsite, full-time)

$136,000 - $190,500 USD

Company

Investment management firm focused on income and growth strategies with a commitment to financial opportunities and inclusive culture.

What you will do

• Lead fundamental research on global technology companies across software, hardware, semiconductors, cloud, cybersecurity, digital services, and emerging tech.
• Build detailed financial and operational models, valuation frameworks, and scenario analyses for performance assessment and competitive positioning.
• Produce actionable investment recommendations supported by rigorous analysis and industry insights.
• Monitor sector developments including innovation, regulations, competition, supply chains, and macro trends.
• Partner with portfolio managers on strategy, position sizing, and risk management.
• Present theses and risk assessments to investment committee, identifying opportunities across capital structures.

Requirements

• 7–10 years in equity/credit research, investment management, banking, consulting, or strategy focused on technology.
• Deep knowledge of tech business models, value chains, product economics, and sector valuation.
• Track record of differentiated insights and successful recommendations.
• Strong analytical, financial modeling, and critical-thinking skills with complex datasets and tech KPIs.
• Excellent communication to articulate technical and financial concepts.

Nice to have

• Advanced degree (MBA, MS Finance, MS Data/Tech) or CFA.

Culture & Benefits

• Health, dental, vision, and life insurance plans.
• 401(k) with up to 6% company match and employer-paid cash balance retirement plan (4%).
• Tuition reimbursement up to $5,250/year.
• 20 days PTO, nine company holidays, flexible Diversity Celebration Day, and 40 hours paid volunteer time.
• Focus on customer focus, critical thinking, team mentality, business acumen, and learning agility.