Equity Portfolio Manager, Tech & AI – Alpha Generation

Deutsche Bank AG; New York (NY); On-site; USD 140,000 - 240,000; Full time

Job summary

Deutsche Bank AG in New York seeks a Portfolio Manager, Equity to develop and maintain expertise across sub-industries within the investment universe and actively cover 60–80 securities with alpha-driven ideas. You will generate timely, actionable recommendations for portfolio managers based on public disclosures, filings, and primary research.

The role requires a Bachelor’s degree in Economics/Finance and at least 3 years of equity research experience focusing on technology, media, and AI, plus

Qualifications

• Bachelor’s degree in Economics, Finance, or related field or equivalent.
• 3 years of equity research experience covering TMT-related industries, including global technology, media, and AI.
• Experience building and maintaining detailed financial models and three-statement projections.

Responsibilities

• Develop and maintain expertise across sub-industries within the investment universe.
• Actively cover 60–80 securities and generate differentiated, alpha-driven ideas.
• Deliver timely, actionable recommendations to portfolio managers based on research.

Skills

Equity research

Financial modeling

Three-statement models

DCF analysis

Valuation analysis

Education

Bachelor's degree in Economics/Finance or related field

Tools

Bloomberg

FactSet

Excel

Job description

Deutsche Bank AG in New York seeks a Portfolio Manager, Equity to develop and maintain expertise across sub-industries within the investment universe and actively cover 60–80 securities with alpha-driven ideas. You will generate timely, actionable recommendations for portfolio managers based on public disclosures, filings, and primary research.

The role requires a Bachelor’s degree in Economics/Finance and at least 3 years of equity research experience focusing on technology, media, and AI, plus