Build relationships with institutional technology investors, especially hedge funds, and translate semiconductor, AI, and supply chain developments into actionable investment insights. Produce timely research commentary, earnings read-throughs, thematic updates, and channel-check analysis. Liaise between Asian research teams, sales, analysts, and U.S. clients while supporting trading activity, corporate access, conferences, roadshows, and management meetings.
Key Areas of Responsibilities
- Build and strengthen relationships with technology focused PMs, analysts, and generalists across major institutional accounts, especially with hedge funds.
- Translate semiconductor, AI, and supply chain developments into commercially relevant investment implications for clients and internal sales teams.
- Use supply chain intelligence, thematic research, and channel checks to drive high value conversations, corporate access, and trading activity.
- Produce timely, differentiated commentary including flash notes, thematic summaries, supply chain updates to help clients stay ahead of key industry shifts.
- Synthesize primary research, channel checks, earnings results, and global tech developments into concise, actionable content.
- Deliver rapid read throughs on major earnings, supply chain disruptions, geopolitical events, export controls, and industrial policy changes.
- Serve as the central liaison between Asia based research teams, local sales, channel check specialists, and U.S. institutional clients.
- Collaborate with and amplify the franchise of Citics tech analysts and research product with the U.S. institutional client base.
- Partner closely with equity research, trading, and global sales to maximize client engagement and execution opportunities.
- Coordinate high impact corporate access: non deal roadshows, field trips, investor conferences, and management meetings.
Requirements
- Bachelor’s degree or above in finance or accounting discipline
- Minimum 7 years of relevant experience in institutional equity sales or specialist sales; buy side experience or sell side tech research background preferred
- Deep expertise across the semiconductor ecosystem — fabless, IP/EDA, foundries, OSATs, equipment, and component suppliers.
- Sound understanding of AI infrastructure: GPUs, custom ASICs, HBM, advanced packaging, cooling, networking, and ODM/EMS manufacturing
- Strong analytical and quantitative skills
- Proven ability to turn complex technical industry developments into clear, investable insights for institutional investors.
- Working familiarity with major global tech hubs: Silicon Valley, China, Taiwan, Korea, Japan.
- Excellent verbal and written communication skills
- Series SIE, 7, 66 are required. CFA charter holders, is a plus, but not required
Salary Range: $179,000-$200,000 USD
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1155 Avenue of the Americas, 17th Floor, , New York, NY ,, United States, 10036
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As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
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