Research Analys,t Long-Short - Technology

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Division: US Equity

A career at Janus Henderson is more than a job, it’s about investing in a brighter future together .

Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.

Our Values are key to driving our success, and are at the heart of everything we do:

Clients Come First
- Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust

If our mission, values, and purpose align with your own, we would love to hear from you!

• Conduct rigorous, bottom-up fundamental research across the technology sector to generate differentiated long and short investment ideas
• Develop and maintain detailed financial models to assess business quality, competitive positioning, earnings power, cash-flow generation, valuation, catalysts and downside risk
• Identify attractive long and short investment opportunities by evaluating company fundamentals, industry structure, technology cycles, management quality, capital allocation and market expectations
• Build deep sector expertise through company meetings, industry conferences, expert networks, channel checks and engagement with competitors, customers, suppliers and other relevant market participants
• Communicate investment recommendations clearly and persuasively to Portfolio Managers through concise written research, investment notes, model outputs and verbal presentations
• Monitor existing positions, sector developments and emerging risks, providing timely updates on thesis progression, catalysts, valuation changes and risk/reward dynamics
• Contribute to portfolio discussions, risk reviews and broader investment team priorities, supporting a collaborative and performance‑oriented research culture

• Hybrid working and reasonable accommodations
• Excellent Health and Wellbeing benefits including corporate membership to Wellhub
• Paid volunteer time to step away from your desk and into the community
• Support to grow through professional development courses, tuition/qualification reimbursement and more
• Maternal/paternal leave benefits and family services
• Unique employee events and programs including a 14er challenge
• Complimentary beverages, snacks and all employee Happy Hours

• 7-10 years of equity investment research experience, with exposure to long/short or hedge fund‑style investing
• Four‑year degree in finance, economics, accounting, engineering, computer science or a related discipline
• Post‑graduate degree such as an MBA, or progress towards/completion of CFA and/or CPA qualifications
• Prior experience covering technology companies within a long/short equity, hedge fund, asset management or equity research environment
• Strong understanding of short‑selling mechanics, including borrow availability, short interest, stock loan dynamics, crowded positioning, and short squeeze risk
• Experience analyzing software, semiconductors, internet, hardware, IT services or related technology subsectors
• Demonstrated ability to generate high‑conviction long and short investment ideas supported by differentiated research, clear catalysts and thoughtful risk/reward analysis
• Strong understanding of technology business models, industry structures, competitive dynamics and key sector drivers
• Advanced financial modelling skills, including the ability to forecast revenue, margins, earnings, cash flows, valuation scenarios and sensitivity analyses
• Strong…