Senior Analyst, Global Tech (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Senior Analyst, Global Tech (Fintech): Generating high-conviction investment insights across global technology sectors with an accent on software, semiconductors, and cloud infrastructure. Focus on building detailed financial models, conducting rigorous industry research, and influencing portfolio construction decisions to drive alpha.
Location: Must be based in San Diego, CA
Salary: $136,000 - $190,500 USD
Company
is a leading financial services company committed to helping individuals and communities reach a better financial future through investment management and retirement solutions.
What you will do
- Lead fundamental research coverage of global technology companies across multiple verticals.
- Develop detailed financial and operational models, valuation frameworks, and scenario analyses.
- Produce actionable investment recommendations supported by rigorous technical and industry insight.
- Monitor global sector developments, including innovation cycles, regulatory changes, and competitive dynamics.
- Partner with portfolio managers to shape investment strategy, position sizing, and risk management.
- Present investment theses and risk assessments to the investment committee.
Requirements
- 7–10 years of experience in equity or credit research, investment management, investment banking, or corporate strategy.
- Deep understanding of technology business models, industry value chains, and product economics.
- Exceptional analytical, financial modeling, and critical-thinking skills.
- Strong communication skills with the ability to articulate complex technical and financial concepts.
- Advanced degree (MBA, MS Finance, MS Data/Tech) or professional designation (CFA) preferred.
Culture & Benefits
- Comprehensive health, dental, vision, and life insurance plans.
- 401(k) Savings plan with company matching up to 6%.
- Employer-paid cash balance retirement plan (4%).
- Tuition reimbursement up to $5,250 per year.
- 20 days of paid time off plus nine company holidays and a flexible Diversity Celebration Day.
- 40 hours of paid volunteer time per calendar year.
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