- Key Responsibilities
- Portfolio Management
- Manage a concentrated long/short equity portfolio across Energy, Utilities, and Information Technology, with exposure including but not limited to: traditional fossil energy; renewable energy and clean technology; power, grid, and transmission infrastructure; semiconductor supply chains; communications infrastructure and telecommunications; data centers and cloud infrastructure; and industrial technology, automation, and electrification.
- Execute disciplined buy/sell decisions driven by robust valuation frameworks, market structure awareness, and fundamental catalysts.
- Continuously monitor factor exposures, commodity sensitivities (especially oil/gas), rate/utility regulatory risks, technology adoption cycles, and cross-sector correlations.
- Research & Idea Generation
- Perform deep fundamental company research including financial modeling, business quality assessment, regulatory review, and market analysis.
- Identify and evaluate secular and cyclical themes such as: Electrification and energy transition, Grid modernization and distributed energy, Digital infrastructure buildout and AI-driven capex, Semiconductor and hardware cycles, Enterprise digital transformation and cloud adoption, Telecom upgrades, fiber deployment, and 5G/edge computing.
- Engage with management teams, industry experts, suppliers, engineers, and technical specialists across energy, utilities, and tech ecosystems.
- Produce high-impact, concise investment theses and present actionable ideas to the investment team.
- Risk Management
- Manage both fundamental and sector-specific risks including commodity volatility, regulatory decisions, multi-year tech cycles, and supply chain dynamics.
- Partner with risk teams to optimize sizing, hedges, and overall risk exposure.
- Conduct scenario analyses tied to energy price movements, grid/regulatory outcomes, IT capex cycles, and macro/monetary shifts.
- Collaboration & Leadership
- Collaborate with analysts and quantitative/data teams to enhance modeling accuracy, forecasting, and alpha generation.
- Mentor junior team members on sector-specific analysis and valuation techniques.
- Communicate performance attribution, sector insights, and investment rationale to senior leadership.
- Portfolio Management
- Qualifications
- 5–10 years of experience in equity research and portfolio management with strong track record across Energy, Utilities, IT, and related industries.
- Deep understanding of sector-specific drivers such as commodity markets, regulatory frameworks, semiconductor cycles, data center/AI infrastructure, communications networks, and industrial technology advancements.
- Demonstrated ability to generate alpha through differentiated research and disciplined position management.
- Advanced modeling, valuation, and analytical skills.
- Strong understanding of risk exposures and portfolio construction frameworks.
- Independent thinker with high intellectual curiosity.
- Excellent communication skills with ability to present complex ideas clearly.
- Bachelor’s degree required; graduate degree, CFA, engineering/science background, or technical expertise preferred.
- What We Offer
- Opportunity to manage substantial sector-focused capital with autonomy and support.
- Career growth opportunities within a rapidly evolving energy markets environment.
- Support for professional development, including mentorship, continuous learning, and assistance with relevant professional certifications.
- Competitive compensation packages.
- 401(k) with company match, and comprehensive health, dental, and vision benefits.