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Semiconductor Research Analyst

vor 2 Monaten


Berlin, Berlin, Deutschland BIT Capital GmbH Vollzeit
About the Role

As a Semiconductor Research Analyst at BIT Capital GmbH, you will be responsible for conducting in-depth research on innovative semiconductor and hardware companies worldwide. Your primary objective will be to identify opportunities for alpha generation and provide actionable investment ideas to our fund investors.

Key Responsibilities
  • Conduct bottom-up fundamental research on publicly traded semiconductor and hardware companies, including chipmakers, cleantech, consumer devices, and robotics.
  • Generate and evaluate investment ideas, leveraging expert networks, alternative datasets, and proprietary research tools.
  • Perform financial modeling and valuation to forecast company KPIs and identify potential opportunities.
  • Cultivate relationships with key sector experts and management teams, and participate in major conferences and events.
  • Integrate alternative data, artificial intelligence, and quantitative capabilities into your research process to improve performance.
Requirements
  • Strong academic background in a technical field such as Engineering, Computer Science, or Mathematics.
  • At least 2 years of professional experience researching investments in a relevant sector, preferably semiconductors (equity research, private equity, investment banking, or management consulting).
  • Deep understanding of the semiconductor industry at a technical and business level, with additional relevant industry knowledge a plus.
Our Culture
  • We are a collaborative, high-performance team that values transparency and open communication.
  • We offer a flat hierarchy and direct interaction with our management team.
  • We provide opportunities for professional growth and development, with a focus on steep learning curves and challenging tasks.
  • We foster a culture of appreciation and feedback, with a focus on personal development and well-being.