European Semiconductor Equipment Equity Analyst

Undisclosed; Greater London; On-site; GBP 60,000 - 100,000; Full time

Job summary

Undisclosed is seeking an Equity Analyst focused on European Semiconductor Equipment to join a growing long/short equity team in London. You will conduct fundamental research, build financial models and develop investment views with a disciplined risk framework.

The role offers exposure to earnings forecasts, industry analysis and a collaborative, entrepreneurial environment with opportunities for progression. Visa sponsorship may be available for suitable candidates.

Qualifications

• Experience in equity research, ideally within a fundamental long/short hedge fund or sell-side team.
• Strong knowledge of European semiconductor equipment companies and the broader industry.
• Excellent financial modelling, valuation and fundamental research skills.
• Strong analytical thinking, attention to detail and investment judgement.
• Proactive, adaptable mindset and ability to thrive in a fast-paced, entrepreneurial environment.

Responsibilities

• Conduct in-depth fundamental research on European semiconductor equipment companies.
• Build and maintain detailed financial models, including earnings forecasts and valuation analysis.
• Develop differentiated investment views through company, industry and competitive analysis.
• Monitor earnings, industry developments and key business drivers to identify investment opportunities.
• Present investment recommendations supported by rigorous research and analytical work.

Skills

Equity research

Financial modelling

Valuation

Industry analysis

Analytical thinking

Investment judgement

Job description

Undisclosed is seeking an Equity Analyst focused on European Semiconductor Equipment to join a growing long/short equity team in London. You will conduct fundamental research, build financial models and develop investment views with a disciplined risk framework.

The role offers exposure to earnings forecasts, industry analysis and a collaborative, entrepreneurial environment with opportunities for progression. Visa sponsorship may be available for suitable candidates.