RevUp Consulting

Investment Research Analyst (Tech / AI) - Asset Management, Family Office

Posted: 2 hours ago

Job Description

OverviewA hands-on research role focused on U.S. technology and AI equities. This position supports fundamental and thematic research, financial modelling, and idea generation for a growing tech-focused investment portfolio. Ideal for someone analytical, detail-oriented, and passionate about innovation and emerging technologies.Key Responsibilities• Conduct bottom-up research on U.S.-listed tech and AI companies• Build and maintain financial models, earnings trackers, and valuation work• Analyse industry data, benchmarks, and AI-related trends (semiconductors, cloud, software)• Monitor news, filings, and research to identify catalysts and risks• Prepare research summaries, thematic notes, and presentations• Support idea generation, portfolio monitoring, and performance reviews• Maintain organised research databases and archives• Engage external data providers, brokers, and research sources when required.Requirements• Degree in Finance, Economics, Engineering, Computer Science, or related fields• 3–5 years of equity research or investment analysis; U.S. tech/AI exposure preferred• Strong financial modelling, valuation, and data analysis skills• Familiar with key tech metrics (ARR, cloud growth, GPU trends, etc.)• Strong writing and communication abilities• High attention to detail and able to work independently• Proficient in Excel and PowerPoint; Bloomberg/FactSet a plus• English proficiency; Mandarin is beneficial• Passion for innovation, disruptive tech, and public markets• Comfortable working in a small, agile, high-expectation environment

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