State Street

State Street

Posted via Workday

Equity Research Analyst - Semiconductors, VP I - State Street Investment Management

Apply by Oct 31, 2026

Posted Sep 3, 2026

Role at a glance

Salary
Not yet verified Check the description for pay details; an amount or pay period has not been verified.
Location
Stamford, Connecticut, United States
Work arrangement
On-site
Employment
Full-time
Experience
At least 7 years of experience in an investment management organization preferably in the applicable asset class, or a financial services environment 5 years of experience as a research analyst, preferably in the semiconductor industry
Education
Bachelor's Degree, MBA and/or CFA preferred

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Role Summary

AI-generated

The Equity Research Analyst covers developed-market semiconductor and semiconductor equipment industries, excluding emerging markets, and formulates equity recommendations based on fundamental research. The role works with portfolio managers and other analysts to develop and communicate investment ideas.

What You'll Do

  • Formulate and recommend semiconductor equity investments based on fundamental research.
  • Collaborate with sector analysts, regional teams, and portfolio managers, providing industry insight, company analysis, and stock...
  • Manage a best-ideas US and international sector portfolio as part of a team of sector analysts.
  • Construct and maintain financial models and forecasts to support analysis and investment recommendations.
  • Present primary research, investment opportunities, ideas, and updates to portfolio managers.
  • Maintain contact with company management teams and industry sources, and participate in due diligence meetings.

Generated from the employer's posting. Verify important details before applying.

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Qualifications

At least 7 years of experience in an investment management organization, preferably in the applicable asset class, or a financial services environment; 5 years of experience as a research analyst; a strong history of demonstrated performance; experience using Bloomberg; advanced Excel and modeling skills.

Preferred

  • Experience researching and recommending equities within the industry is preferred.
  • Bachelor's Degree, MBA and/or CFA preferred.
  • Applicable asset class experience is preferred; semiconductor industry experience is preferred.

Original job description

Content provided by the employer

This position is in the Equity Research department covering the Developed Markets Semiconductor and Semiconductor Equipment Industries (Global semiconductors ex-emerging markets). Experience researching and recommending equities within the industry is preferred, while demonstrating strong working knowledge of a substantial portion of the investment universe.  The ability to partner with existing Portfolio Managers (PM’s) will be important, as you will serve as the industry expert for security selection across multiple portfolio mandates.

This position will be in Stamford, CT.

Essential Responsibilities

  • Based on fundamental research, you will formulate and recommend equity semiconductor investments.
  • Conduct your research through collaboration with other sector analysts, regional teams, and portfolio managers.
  • You will provide industry insight, company specific analysis, and actionable stock recommendations using expertise to positively impact performance.
  • You will manage a “best ideas” US and International sector portfolio  (as part of a team of other sector analysts) that serves as a communication vehicle for ideas and trades to PM’s.    
  • Construct and maintain financial models and forecasts to support analysis and investment recommendations.
  • Communicate and present your primary research on investment opportunities, ideas, and updates to portfolio managers.
  • Develop and maintain regular contact with company management teams and industry sources, leveraging company and industry publications, sell-side analysts, and other resources to inform insights, analysis, and conclusions.
  • Participate in due diligence meetings with internal and external

Qualifications/Requirements:

  • Bachelor's Degree, MBA and/or CFA preferred
  • At least 7 years of experience in an investment management organization preferably in the applicable asset class, or a financial services environment
  • 5 years of experience as a research analyst, preferably in the semiconductor industry
  • Strong history of demonstrated performance
  • Experience using Bloomberg
  • Advanced Excel and modeling skills

Salary Range:

$120,000 - $202,500 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Discover more information on jobs at StateStreet.com/careers

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Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

State Street

About the company

State Street

Large Enterprise

State Street is a leading financial services and bank holding company, headquartered in Boston, Massachusetts. With a strong focus on investment management and servicing solutions, State Street supports institutional investors worldwide by providing services such as asset management, investment research, and trading. Renowned for its commitment to innovation and sustainability, State Street leverages advanced technology and data analytics to enhance investment strategies and customer experiences. The company prioritizes diversity and inclusion within its workforce, reflecting its dedication to fostering a dynamic and collaborative environment.