Investor - Equities

This newly launched investment firm is being founded by a highly regarded investor with a long-term track record across global technology and growth investing. Backed by significant institutional capital and launching with substantial AUM, the business is building a differentiated platform focused on long duration, high conviction investing across both public and private markets.

The strategy sits at the intersection of fundamental long/short equity and venture style investing, with a particular focus on technology, AI, software and broader structural growth themes. Concentration and duration sit at the core of the approach. Rather than running a diversified book of shorter term positions, the firm builds meaningful stakes in a small number of high conviction ideas and holds them through to long term value creation

.
Alongside its fundamental investing capability, the firm is also investing heavily in data infrastructure, alternative data and AI enabled research tooling to enhance idea generation, thesis validation and portfolio constructio

n.
With a highly collaborative culture and a lean team structure, this is an opportunity to join a fund at an early stage and work closely alongside experienced investors as they build a next generation investment platfo

rm.
The

• Role Conduct deep fundamental research across public and private markets, with a focus on technology and structural growth sec
• ctors
  
  Generate differentiated, high conviction long and short investment ideas through thematic, company and industry anal
• ysis Build and maintain detailed financial and valuation models to support investment recommendat
• ions Monitor industry trends, competitive dynamics and emerging technologies to identify inflection points and investment opportuni
• ties
  
  Work closely with senior investors on portfolio construction, thesis development and risk management within a concentrated, long duration frame
• work
  
  Use alternative data and technology driven research tools as part of the broader investment pro
• cess Contribute to a collaborative and intellectually rigorous investment environ

• ofile
  
  Experience across sell side research, long/short equity investing, private equity or related investing r
• oles.
  
  Strong fundamental research and analytical skillset, with experience evaluating growth busin
• esses
  
  Candidates with a background in market neutral or lower net long/short investing are welcome to apply, provided they are looking to move away from that risk framework and towards a more concentrated, long duration app
• roach
  
  Commercially minded, with the ability to form differentiated investment
• views
  
  Intellectually curious and motivated by long term, thematic inve
• sting
  
  Comfortable operating in a lean, entrepreneurial enviro

ements

This is a permanent role. Contract applicants will not be consi

dered.
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