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I have partnered with a founder-led, London-based equity long/short fund specialising in energy transition, utilities, infrastructure, and industrial sectors. We are seeking a Sector Analyst to drive research, generate trade ideas, and provide independent insights across the industrials universe. You will prepare investment theses, participate in leadership discussions, and work closely with the portfolio lead and traders. This is a hands-on role offering exposure to idea generation and portfolio decision-making in a founder-led, boutique environment
Job Responsibility:
Drive research, generate trade ideas, and provide independent insights across the industrials universe
Prepare investment theses
Participate in leadership discussions
Work closely with the portfolio lead and traders
Requirements:
5–10 years’ buy-side or sell-side experience (hedge funds or M&A), with strong sector expertise
Deep understanding of industrial, metals, infrastructure, or energy transition sectors
Highly autonomous, able to source and execute research independently
Analytical, rigorous, and collaborative, with a curiosity-driven, contrarian mindset
Ability to manage a small portfolio of long- and short-conviction ideas