Description

We are currently representing an exciting and top performing equity hedge fund who are looking to add an experienced Tiawan focused Technology Analyst to their team.

This is an exceptional opportunity to join one of the most respected investment teams in the semiconductor and technology space. The role offers direct collaboration with two industry-leading investors, providing unparalleled exposure and mentorship.

Requirements:

• Proven track record of investing in Asia technology, with a strong emphasis on Taiwan.
• Experience managing a portfolio or contributing significantly to P&L.
• Deep understanding of the semiconductor industry and related technology sectors.
• Ability to thrive in a collaborative, high-performance environment.
• Preference for candidates who are excited about specializing in Taiwan tech rather than seeking broader coverage.

Responsibilities:

• Primary Coverage of the Taiwan technology sector, with a strong focus on semiconductors and related industries.
• Conduct deep fundamental research and generate actionable investment ideas within the Taiwan tech universe.
• Manage a dedicated portfolio within the coverage universe, ensuring strong risk-adjusted returns.
• Collaborate closely with senior leadership and other analysts to share insights and refine investment strategies.
• Maintain a high level of market awareness and continuously monitor industry trends, competitive dynamics, and regulatory developments impacting Taiwan tech.