Research Analyst — Hardware

Alexander Chapman Ltd; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Alexander Chapman Ltd in New York seeks a Research Analyst focused on semiconductors and hardware. You will perform in-depth fundamental research, build models, and develop differentiated investment views.

You will work closely with senior investors in a lean team, gaining exposure to idea generation and direct input into investment theses.

Strong analytical skills, financial modelling, and knowledge of semiconductors are essential; prior buy-side or equity research experience is a plus.

Qualifications

• Experience in buy-side investing, equity research, investment banking, or a similar analytical role.
• Strong financial modelling, valuation, and company analysis skills.
• Knowledge of semiconductors, hardware, and the broader technology sector.
• Understanding of industry trends, competitive dynamics, and semiconductor supply chains.
• Ability to develop independent investment views and support them with thorough research.
• Strong written and verbal communication skills.

Responsibilities

• The role offers direct exposure to senior investors and the opportunity to take ownership of research and investment ideas within a lean investment team.

Skills

Buy-side investing

Equity research

Financial modelling

Valuation

Company analysis

Semiconductors knowledge

Hardware knowledge

Research skills

Communication skills

Job description

Research Analyst — Semiconductors / Hardware

A leading investment firm is seeking a Research Analyst to join their team, with a primary focus on semiconductors and hardware.

The role is suited to a highly analytical, research-driven investor with a strong understanding of the semiconductor and hardware industries, a passion for fundamental investing, and the ability to develop differentiated investment views.

Key Requirements

• Experience in buy-side investing, equity research, investment banking, or a similar analytical role.


• Strong financial modelling, valuation, and company analysis skills.


• Knowledge of semiconductors, hardware, and the broader technology sector.


• Understanding of industry trends, competitive dynamics, and semiconductor supply chains.


• Ability to develop independent investment views and support them with thorough research.


• Strong written and verbal communication skills.

The role offers direct exposure to senior investors and the opportunity to take ownership of research and investment ideas within a lean investment team.

Primary Coverage: Semiconductors | Semiconductor Equipment | Hardware | Technology Supply Chain

Confidential search. Further details will be shared with qualified candidates during the interview process.