Senior Analyst

We have partnered with a hedge fund that is seeking a highly skilled and experienced Senior Analyst with expertise in the Internet sector to join our investment team. The ideal candidate will have a track record of deep industry knowledge, analytical rigor, and the ability to identify high-conviction investment opportunities. This role will involve in-depth research, financial modeling, and running a carve-out in collaboration with the portfolio manager to drive alpha generation.Key Responsibilities :Conduct detailed research and analysis of internet sector companiesDevelop and maintain comprehensive financial models to forecast earnings, cash flows, and valuation metrics for targeted companies.Monitor industry trends, regulatory changes, competitive landscapes, and technological advancements to anticipate potential impacts on companies within the sector.Identify, research, and present high-conviction long and short investment ideas, based on in-depth understanding of company fundamentals, market positioning, and macro trends.Engage with company management teams, industry experts, and sell-side analysts to gather insights and validate investment theses.Prepare detailed investment memos, presenting actionable ideas and insights to portfolio managers.Track and evaluate key performance indicators (KPIs) for portfolio companies, assessing potential market impacts and adjusting investment views accordingly.Manage multiple priorities effectively in a fast-paced, high-performance environment.Qualifications :Bachelor's degree in Finance, Economics, or a related field; an advanced degree (MBA, CFA) is preferred.Experience running a carve-out with a successful track record.Minimum of 5-7 years of experience as an analyst, ideally within a hedge fund, with a primary focus on the internet sector.Deep understanding of internet business models, including experience analyzing SaaS, e-commerce, digital advertising, and subscription services.Demonstrated expertise in financial modeling, including DCF, LBO, and relative valuation techniques.Strong analytical and problem-solving skills with an ability to synthesize large datasets and draw actionable insights.Excellent written and verbal communication skills, with experience presenting complex investment ideas to portfolio managers.Self-motivated, proactive, and able to thrive in a collaborative team environment.Proficiency with Bloomberg, Capital IQ, FactSet, and other relevant financial research tools; experience with alternative data sources is a plus.

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