Senior Research Analyst / Portfolio Manager - Semiconductors / Hardware / Health Technology (m/f/d)

Your Role & How we work

As a Senior Research Analyst / Portfolio Manager (m/f/d), you bring together a deep passion for investing and technology. You develop original investment theses that feed directly into buy and sell decisions in our concentrated, high-conviction portfolio. Over time, you further take on responsibilities regarding portfolio construction, position sizing, and risk management. In this role, you report to Ingo Lupatelli (Portfolio Manager and Director of Research) and work autonomously from Day 1.

We are open to seasoned researchers across domains. Right now, deep coverage in semiconductors, health technology, and hardware is where we are most bullish and where a new hire would be most complementary to our fundamental research team. What matters most though, is a proven ability to build differentiated theses and size them with conviction. You own your coverage and extend it into adjacent areas as your insights compound.

Your...