Semiconductors Investment Associate - Equity Research

Selby Jennings; Boston (MA); On-site; USD 150,000 - 175,000; Full time

Job summary

Selby Jennings is seeking an Investment Associate to support fundamental Semiconductor equity research. You will work directly with the Portfolio Manager on idea generation, company analysis, financial modeling, and portfolio monitoring across the Semiconductor value chain.

Ideal candidates have 1–4 years in equity research or investing, with strong modeling and communication skills, and a passion for public markets.

Qualifications

• 1–4 years of relevant experience in equity research or investing.
• Experience on either buy-side (long/short or long-only) or sell-side Equity Research platform.
• Demonstrated passion for public markets and fundamental stock picking.
• Strong financial modeling, accounting, and valuation skills.

Responsibilities

• Conduct deep fundamental research on Semiconductor companies across subsectors (analog, digital, memory, foundry, equipment).
• Build and maintain detailed financial models, earnings forecasts, and valuation frameworks.
• Generate actionable long and short investment ideas through primary and secondary research.
• Analyze industry trends, competitive dynamics, product cycles, and emerging technologies impacting semiconductors.
• Monitor portfolio holdings, earnings releases, channel checks, and key industry data points.
• Engage with company management, industry experts, suppliers, customers, and sell-side analysts.
• Prepare investment memos and communicate recommendations to the Portfolio Manager.

Skills

Equity research

Financial modeling

Semiconductor knowledge

Analytical skills

Written communication

Verbal communication

Job description

Selby Jennings is seeking an Investment Associate to support fundamental Semiconductor equity research. You will work directly with the Portfolio Manager on idea generation, company analysis, financial modeling, and portfolio monitoring across the Semiconductor value chain.

Ideal candidates have 1–4 years in equity research or investing, with strong modeling and communication skills, and a passion for public markets.