Associate, Technology Research - Semiconductors

Building Automation Systems Supervisor - The Claremont Colleges Services; New York, Northern (NY, KY); On-site; USD 175,000 - 225,000; Full time

Job summary

The Claremont Colleges Services is seeking a Technology Research Associate in the Semiconductor Equity Research team. You will work closely with senior analysts to build robust financial models, conduct in-depth industry analyses, and contribute to investment recommendations.

This role offers increasing responsibility within a top-ranked research franchise in a fast-paced environment. Responsibilities include developing earnings previews, engaging with management teams and investors, and

Qualifications

• 2-4 years of semiconductor-focused equity research experience.
• Strong understanding of the Semiconductor ecosystem.
• Advanced financial modeling, forecasting, and valuation skills.
• Excellent written, verbal, and presentation skills.
• MBA and CFA designation (or progress toward CFA) preferred but not required.
• Experience interacting with institutional investors is a plus.

Responsibilities

• Build, maintain, and enhance detailed financial models for Semiconductor and Semiconductor Equipment companies.
• Conduct fundamental research on industry trends, technology developments, competitive dynamics, and company-specific catalysts.
• Perform valuation and financial analysis to support stock recommendations and investment theses.
• Assist in developing differentiated, value-added research for institutional investors.
• Prepare earnings previews, earnings analyses, and industry updates.
• Participate in meetings with company management and institutional investors.
• Monitor earnings releases, industry data points, supply chain developments, and regulatory trends in semiconductors.
• Develop expertise across AI, data center, automotive, industrial, and consumer electronics end-markets.
• Support client interactions and contribute to communicating research views and investment recommendations.
• Collaborate with senior analysts on coverage expansion and strategic research initiatives.

Skills

Semiconductor equity research

Financial modeling

Valuation

Communication skills

Education

Bachelor's degree

Job description

Job Description

We are seeking a highly motivated and intellectually curious Technology Research Associate to join our Semiconductor Equity Research team. This role offers the opportunity to work closely with senior analysts covering a dynamic and rapidly evolving sector, contributing directly to investment recommendations and proprietary research. The successful candidate will play an integral role in company coverage, financial modeling, industry analysis, and client engagement, while developing increasing responsibility within a top-ranked research franchise.

Responsibilities

• Build, maintain, and enhance detailed financial models for Semiconductor and Semiconductor Equipment companies.


• Conduct comprehensive fundamental research on industry trends, technology developments, competitive dynamics, and company-specific catalysts.


• Perform valuation and financial analysis to support stock recommendations and investment theses.


• Assist in the development of differentiated, value-added research that generates actionable insights for institutional investors.


• Prepare earnings previews, earnings analyses, thematic research reports, and industry updates.


• Participate in meetings with company management teams, industry experts, and institutional investors.


• Monitor earnings releases, industry data points, supply chain developments, and regulatory trends impacting the Semiconductor sector.


• Develop expertise across key Semiconductor end markets, including AI, data center, automotive, industrial, and consumer electronics.


• Support client interactions and increasingly contribute to communicating research views and investment recommendations.


• Collaborate closely with senior analysts on coverage expansion, special projects, and strategic research initiatives.

Qualifications

• 2-4 years of semiconductor-focused equity research experience, preferably on the sell-side.


• Strong understanding of the Semiconductor ecosystem, including chip manufacturers, foundries, fabless companies, memory suppliers, and equipment providers.


• Advanced financial modeling, forecasting, and valuation skills.


• Proven ability to analyze complex business models and synthesize information into clear investment conclusions.i
  
• Excellent written, verbal, and presentation skills.


• Demonstrated passion for equity markets, technology, and fundamental research.


• Ability to manage multiple projects in a fast-paced, deadline-driven environment.


• Strong attention to detail and a proactive, self-starting mindset.


• Bachelor's degree in finance, Economics, Engineering, Accounting, or a related discipline.


• MBA and/or CFA designation (or progress toward CFA) is preferred but not required.


• Experience interacting with institutional investors and management teams is a plus.

Salary: $175,000 - $225,000