Investment Analyst

Confidentiel; United States; On-site; USD 90,000 - 150,000; Full time

Job summary

Confidentiel is seeking an Investment Analyst to support a Portfolio Manager in generating and managing long and short ideas within a designated TMT or Healthcare coverage universe. This role offers exposure to a lean, high-caliber team at an inflection point.

The Analyst will perform in-depth fundamental research, build financial models, and deliver write-ups and scenario analyses with ownership of evolving ideas and clear catalyst paths.

Qualifications

• 2-5+ years of experience in equity research, investment banking, or a buy-side role.
• Strong financial modeling and valuation skills.
• Sector knowledge in TMT or Healthcare.
• An entrepreneurial mindset: eager to help build a platform with meaningful ownership.

Responsibilities

• Generate differentiated long and short ideas through fundamental research and industry work.
• Prepare formal write-ups for new ideas with clear views and catalyst paths.
• Maintain and re-underwrite active positions.
• Produce earnings previews and post-mortems with scenario-based analysis.
• Communicate conviction and position views to the PM on an ongoing basis.

Skills

Financial modeling

Valuation

Equity research

Portfolio coverage

Job description

Investment Analyst, Long/Short Equity (Confidential Search)

About the Firm:

Our client is a Dallas-based, market-neutral equity hedge fund entering an exciting new phase of growth. The firm runs a multi-PM structure focused on TMT, Healthcare, and adjacent sectors. It recently expanded its senior leadership team to support the next stage of platform growth. This is a chance to join a lean, high-caliber team at an inflection point.

The Role:

The Analyst will support a Portfolio Manager in generating and managing long and short ideas within an assigned TMT or Healthcare coverage universe.

Responsibilities:

• Generate differentiated long and short ideas through fundamental research, financial modeling, and industry work.
• Prepare formal write-ups for new ideas, with clear variant views and catalyst paths.
• Maintain and regularly re-underwrite active positions.
• Produce earnings previews and post-mortems with scenario-based analysis.
• Communicate conviction and position views to the PM on an ongoing basis.

What They’re Looking For:

• 2-5+ years of experience in equity research, investment banking, or a buy-side role.
• Strong financial modeling and valuation skills.
• Sector knowledge in TMT or Healthcare.
• An entrepreneurial mindset: someone energized by helping build a platform, who wants a real seat at the table, meaningful ownership of their work, and a share in the long-term value they help create.