Demo

Senior Technology Equity Analyst

I/O Fund
Boulder, CO Full Time
POSTED ON 3/5/2025
AVAILABLE BEFORE 6/4/2025

We are seeking a highly analytical and detail-oriented  Senior Technology Equity Analyst  to join our investment team. This role is ideal for a driven professional with expertise in the technology industry, specifically AI and Crypto. We are seeking someone who thrives in a dynamic environment and is eager to contribute beyond a single role or task. The successful candidate will help lead a 10-person team across multiple departments, ensuring investment strategies align with company objectives while achieving key performance indicators (KPIs) and marketing goals.

Key Responsibilities :

  • Conduct comprehensive equity research and due diligence on publicly traded technology companies.
  • Develop and maintain financial models for stock valuation, earnings forecasts, and risk metrics.
  • Perform industry and sector analysis to identify investment trends and opportunities.
  • Prepare detailed research reports and investment recommendations for senior management and stakeholders.
  • Manage a 10-person team, managing workflow, meeting KPIs, and ensuring strategic alignment.
  • Manage portfolio notes and coordinate portfolio meetings with thorough follow-ups.
  • Monitor and evaluate equity investments, recommending optimization strategies.
  • Evaluate prospective investments using DCF, comparable analysis, and historical fundamental scrutiny.
  • Collaborate with portfolio managers and senior executives on equity investment strategies.
  • Stay current with macroeconomic trends, regulatory changes, and industry developments impacting equity investments.
  • Assist in preparing investment presentations, pitch decks, and risk assessments.

Qualifications & Experience :

  • Bachelor’s degree in Finance, Economics, Accounting, or a related field (MBA or CFA preferred).
  • 4-6 years of experience in equity analysis, investment research, or asset management.
  • Strong proficiency in financial modeling, valuation techniques, and risk assessment.
  • Excellent analytical, problem-solving, and quantitative skills.
  • Expert-level knowledge of technology stocks.
  • Exceptional writing skills with the ability to communicate complex financial data clearly.
  • Proficiency in financial software and tools.
  • Highly organized with the ability to manage multiple projects and meet deadlines.
  • Demonstrated ability to drive results and manage cross-functional teams effectively.
  • Why Join Us?

  • Competitive salary ranging $130,000 - $160,000 DOE and depending on location, with performance-based incentives.
  • Opportunities for professional development and career growth.
  • Collaborative and dynamic work environment.
  • Exposure to diverse equity investment opportunities and financial markets.
  • How to Apply :

    Interested candidates should submit their resume, cover letter,  and a writing sample  on tech equities. Applicants that submit without a writing sample will not be considered.

    Job Type : Full-time

    Pay : $130,000.00 - $160,000.00 per year

    Benefits :
  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance
  • Some hours required before market open, after market close and some weekends are required.

    Salary : $130,000 - $160,000

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