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About the Role

As our Equity Research Analyst - Semiconductors, you will own the coverage of the hardware backbone of the AI buildout, contributing original theses to a concentrated, high-conviction portfolio. You will report to the Portfolio Manager and Director of Research and work autonomously from Day 1.

Responsibilities

• Run bottom-up fundamental research on semiconductor companies worldwide, including chipmakers, equipment, materials, memory, and related hardware.
• Own news and data monitoring across your sectors, surfacing and defending alpha opportunities before consensus.
• Decompose business models and build financial models tailored to each sub-sector's economics.
• Integrate alternative data, AI, and quantitative capabilities into research to validate signals and their impact on the P&L.
• Cultivate relationships with sector experts and management teams to convert conviction into sized positions.

Requirements

• Understand the semiconductor industry at both a technical and business level.
• Have 2+ years of experience researching investments in the semiconductors sector (buy-side, equity research, private equity, or investment banking).
• Possess a track record of differentiated investment writing, including a contrarian view that was sized and defended.
• Be comfortable with alternative datasets and basic data tools (Python or SQL).
• Hold a strong academic record in a technical field such as Engineering, Computer Science, Physics, or Mathematics.
• Prefer not to work at a steady, deliberate pace; comfortable moving fast with daily idea flow and quick view formation/revision.
• Prefer not to wait for full consensus before acting; comfortable sizing positions on conviction and insight.

Skills

• Semiconductor industry knowledge
• Fundamental research
• Financial modeling
• Alternative data analysis
• AI and quantitative tools
• Python
• SQL
• Investment writing
• Communication

Location

• Worldwide

Work Type

• Full-time

Experience Level

• 2+ years

Education Level

• Bachelor's degree in Engineering, Computer Science, Physics, or Mathematics

Benefits

• Competitive compensation with a meaningful variable component tied to fund performance
• Relocation and visa support

About the Company

• BIT Capital combines the expertise of an industry leader in asset management with the agility of a young tech company.
• BIT Capital enables investors to participate in the future growth of the technology-driven world.
• The guiding principle is to be “Ahead of the Curve" - anticipating technology mega trends and identifying major investment opportunities.
• The team expertly navigates complex technology sectors, identifying tomorrow's technology leaders.
• The team consists of around 40 professionals, including an investment team of 20 financial market experts, sector specialists, data engineers, and software developers.
• The flagship fund, BIT Global Technology Leaders, has received multiple performance awards and is one of the highest performing equity funds in Europe.

Equal Opportunity

• As part of our recruitment process, we use digital tools that incorporate AI-supported functionalities to structure and review application materials and to support the selection process.
• The results are used solely as support for the initial screening and are always reviewed by responsible personnel.
• Decisions regarding an offer of employment or a rejection are not made solely by automated means.