Senior Public Equity Analyst - Hardware & Semiconductors

Join Hivemind Capital as a Senior Portfolio Manager and take charge of our public equities fund's complete lifecycle. This prestigious investment role offers full P&L ownership, demanding extensive fundamental analysis skills, conviction-based capital allocation, and active execution. We are seeking a buy-side expert who excels at evaluating equity positions from inception and managing risks throughout the investment process. As a Senior Portfolio Manager, your responsibilities will include strategic analysis, capital allocation, and optimal execution to drive exceptional fund performance. Collaborate closely with our Research, Trading, and Operations teams to develop portfolio optimization frameworks and establish best practices for operational and trading execution.

Company Overview: Founded in 1983, Caxton Associates is a premier global trading and investment firm with a presence in major financial hubs including London, New York, Monaco, Singapore, and Dubai. Our firm specializes in managing client and proprietary capital through diverse hedge fund strategies such as discretionary macro, systematic macro, emerging markets macro, systematic trading, equity long-short, and event-driven approaches. Our objective is to generate substantial alpha for our clients by trading across a wide array of global markets and financial instruments.The Role: We are on the lookout for seasoned Portfolio Managers with expertise in Equity Long/Short strategies. In this crucial position, you will manage a significant capital allocation while ensuring robust risk management practices across all active investments. At Caxton, we champion collaboration, encouraging ongoing discussions about global macroeconomic trends, geopolitical shifts, and market dynamics. Professionals who can distill critical insights from their investment universe to enhance the collective knowledge of the team will find an ideal environment to excel and drive alpha.Key Responsibilities: Independently manage substantial capital allocations by developing, executing, and monitoring effective Equity Long/Short strategies. Build portfolios that emphasize low net delta, balanced sector and industry exposure, and significant idiosyncratic risk attribution. Perform comprehensive market and industry analysis, alongside extensive fundamental and business cycle research. Implement rigorous risk management protocols, continually evaluating the merits of all positions and investment hypotheses. Collaborate in a global team setting, contributing to and leveraging collective insights and expertise. Maintain strict adherence to industry regulations and internal company policies.

Company Overview:Founded in 1983, Caxton Associates is a prominent global trading and investment firm with a presence in major financial hubs including London, New York, Monaco, Singapore, and Dubai. Our core business revolves around managing both client and proprietary capital through a diverse range of liquid global hedge fund strategies, such as discretionary macro, systematic macro, emerging markets macro, systematic trading, equity long-short, and event-driven approaches. With a commitment to alpha generation, we maintain a broad mandate to trade across various global markets and instruments.The Role:We are on the lookout for an accomplished Equity Long/Short Portfolio Manager with a proven track record of generating alpha in global consumer equities. In this critical position, you will be responsible for managing a substantial capital allocation and implementing robust risk management across all active investments.At Caxton, we prioritize collaboration, encouraging ongoing discussions about global macroeconomic trends, geopolitical shifts, and the dynamics of financial markets. This role is ideal for professionals who can derive significant insights from their investment universe, contribute to team discussions, and leverage collective knowledge to enhance alpha generation.Key Responsibilities:Independently oversee a significant capital allocation by developing, executing, and monitoring an Equity Long/Short strategy.Build portfolios that prioritize low net delta, balanced factor and industry exposure, and high idiosyncratic risk attribution.Conduct comprehensive market and industry research, as well as fundamental business analysis.Implement rigorous risk management practices, continuously evaluating the rationale behind all positions and investment theses.Collaborate effectively within a global team environment, sharing insights and enhancing collective expertise.Ensure compliance with all industry regulations and internal policies.

Role overview Guidepoint seeks a Director of TMT Public Equities to join its New York office. This leadership role centers on the technology, media, and telecommunications sectors. The Director oversees a specialized team, shapes investment strategies, and draws on industry expertise to support and strengthen client relationships. What you will do Lead and mentor a team dedicated to TMT public equities Create and execute investment strategies within the technology, media, and telecommunications sectors Track market trends and pinpoint opportunities to enhance portfolio results Engage with clients, offering insights and helping them achieve their investment objectives Contribute to Guidepoint’s reputation in public equity investing Location This position is based in New York, New York, United States.

Guidepoint is hiring a Senior Public Equity Analyst with expertise in enterprise software. This role is based in New York, NY and centers on supporting investment strategy through detailed market analysis. Role overview This position focuses on researching public companies within the enterprise software sector. The analyst will play a key part in shaping investment decisions by offering thorough research and insights into market trends. What you will do Evaluate public enterprise software companies to spot trends and potential investments. Collaborate with colleagues across teams, sharing research and developing actionable insights. Contribute to investment decisions by providing well-supported analysis and market perspectives.

About UsAt bkln, we are pioneering the future of tax-advantaged separately managed accounts (SMAs). Our innovative platform seamlessly integrates institutional-quality quantitative research, advanced technology, and personalized client support. Our mission is to offer tailored, tax-aware portfolios at scale.We seek not a traditional “relationship manager,” but rather an investment athlete who thrives at the intersection of clients, quantitative analysis, and technology — someone fluent in market dynamics, proficient in Python, and credible when engaging with sophisticated allocators.The RoleAs a Senior Client Portfolio Manager (CPM), you will convert quantitative insights into actionable client outcomes. Collaborating with portfolio managers, engineers, and customer success teams, you will customize portfolios, clarify performance and risk metrics, and contribute to a platform that is transforming wealth management. This high-visibility position entrusts you with the following responsibilities:- Serve as an ambassador for the SMA platform, engaging directly with clients and advisors.- Analyze portfolio data — including exposures, tax trades, drift, and risk — and present findings in an actionable manner.- Utilize Python for analyses, such as pulling time series data, diagnosing factor exposures, validating tax trades, and building quick diagnostic dashboards.- Collaborate with research and engineering teams to translate client requirements into product features and workflow enhancements.- Proactively monitor accounts for opportunities including tax-loss harvesting, transitions, customization, and compliance with restrictions.What We're Looking For- A minimum of 3 years of experience in asset management, wealth management, or investment consulting with direct client engagement.- In-depth knowledge of equity markets, factor risk, and tax-aware investing strategies.- Proficient in Python — while you need not be an engineer, you should be capable of manipulating data, conducting analyses, and effectively communicating with quantitative and technical teams.- Strong ability to switch contexts between technical details and client-focused narratives.- A proven track record of establishing trust and credibility with clients.

About General Atlantic General Atlantic is a global investment firm with over 45 years of experience. Since 1980, the firm has partnered with more than 830 companies, supporting entrepreneurs and investors focused on building businesses and long-term value. General Atlantic manages approximately $123 billion in assets, with a team of over 900 professionals in 20 countries. The platform spans Growth Equity, Credit, Climate, and Sustainable Infrastructure strategies. More details are available at www.generalatlantic.com. Role Overview: Vice President of Portfolio Management General Atlantic seeks a Vice President to join its Portfolio Management team in New York (Park Avenue), focusing on the core growth equity investment strategy. Key Responsibilities Lead analytics at both the fund and portfolio level Drive risk management processes and deliver strategic insights Work closely with senior leadership, portfolio managers, and investment teams Collaborate with cross-functional partners to monitor performance, manage risk, and optimize capital allocation Support the ongoing growth and scalability of investment strategies Qualifications Strong analytical skills and portfolio management experience Strategic thinker with a background working across multiple functions (such as Finance, Capital Solutions, Legal/Compliance, Fund Accounting, Valuations, Technology) Comfortable in a data-driven investment environment

Role overview The Senior AI Program Portfolio Manager at NBCUniversal Media, LLC leads the planning and delivery of AI programs across the organization. This position plays a central role in advancing AI initiatives that drive business objectives and operational improvements. The role is based in New York. What you will do Direct and oversee complex AI projects from initiation through completion Collaborate with cross-functional teams to enhance project outcomes and efficiency Ensure all AI programs support NBCUniversal’s strategic goals Provide guidance and management for several AI initiatives running at the same time Location This role is located in New York.

Brooklyn Investment Group is a registered Investment Adviser with the SEC, utilizing cutting-edge technology from its parent company, Brooklyn Artificial Intelligence Research. This innovative approach combines advanced portfolio optimization with automated tax-loss harvesting, allowing us to create personalized investment strategies for a diverse range of clients, including financial advisory firms and asset managers.In the last five years, Brooklyn Artificial Intelligence Research has engineered one of the most sophisticated engines for tailored investment portfolios, successfully trading over $5 billion through these strategies.Our dynamic team of over 20 quantitative investors, machine learning experts, and software engineers hails from prestigious universities and leading financial institutions such as Goldman Sachs, Citadel, and Bridgewater Associates.Career Opportunity If you are passionate about the evolving integration of finance and technology, this position offers an exceptional opportunity. At Brooklyn, we are committed to harnessing the transformative power of technology to reshape portfolio management and trade execution. Join us in developing one of the industry's most advanced portfolio management platforms.As a Portfolio Management Engineer, you will serve as the primary point of contact for our clients, operational partners, and custodians. Your main responsibilities will include creating innovative tools to enhance portfolio management, streamline trade execution, and improve reconciliation processes. You will work closely with teams across quantitative analysis, engineering, research, and trading to foster seamless workflows and drive innovation.

Overview:As a part of our Insights team, you will contribute to a groundbreaking product designed for our esteemed Guidepoint clients. This offering includes teleconferences, in-person events, and a comprehensive call transcript library that addresses a diverse range of industries and topics essential for investment research. Our content is curated from experts within Guidepoint's proprietary global network, with contributions from seasoned investment professionals, including those from private equity, hedge funds, and sell-side equity research.Key Responsibilities:Monitor and analyze a portfolio of publicly traded companies within the technology sector, including tracking earnings releases, investor presentations, SEC filings, sell-side research, and industry developments.Organize and facilitate teleconferences on current topics featuring an expert from Guidepoint's network, aiming to deliver actionable insights for our clients.Review and enhance teleconference transcripts to guarantee high-quality content.Top performers may be considered for permanent roles within the organization.

The Company You’ll JoinCarta is at the forefront of connecting founders, investors, and limited partners through innovative software designed specifically for the venture capital, private equity, and private credit landscapes. With the trust of over 65,000 companies across more than 160 countries, Carta’s platform equips you to build, invest, and scale confidently.Our Fund Administration platform currently supports over 9,000 funds and SPVs, managing nearly $185 billion in assets. Our tools are tailor-made to enhance the strategic capabilities of fund CFOs. Recognized by leading publications like Fortune, Forbes, and Great Places to Work, Carta is pioneering the future of private market infrastructure.We are committed to creating a comprehensive ERP platform tailored for private markets. Traditional ERP solutions often fall short for private funds, which require a cohesive software solution to replace outdated spreadsheets and fragmented service models. Carta's innovative software for the Office of the Fund CFO is geared towards transforming private markets to mirror the efficiency of public markets—a connected ERP for private capital.To discover more about our offices and culture, please visit our Carta careers page.The Problems You'll SolveAt Carta, we’re revolutionizing the private market operations. Stakeholders in this domain encounter intricate, high-stakes operational challenges, particularly during transitions and onboarding. By leveraging your unique blend of strategic finance expertise, operational leadership, and relationship management skills, you will deliver exceptional experiences to our most sophisticated clients.As a Client Partner, you will not only be a subject matter expert but also a strategic advisor and transformation leader, orchestrating successful cross-functional collaboration from late-stage sales to go-live.As a Client Partner, your responsibilities will include:Enhancing win rates by providing executive-level backing to Go-To-Market teams during late-stage sales cycles, facilitating the closure of strategic, enterprise-level deals.Leading high-level discovery sessions with prospective clients, integrating your industry insights with Carta’s best practices to develop customized operational and financial solutions.Serving as the primary continuity point for clients throughout onboarding and implementation, acting as a stable, trusted advocate aligned with C-level objectives.Managing critical transitions across internal teams (Sales, Product, Delivery, Support) with a focus on reducing complexity, risk, and friction for our clients.

RXR Realty, headquartered in New York, is a vertically integrated investment management firm with over 450 professionals. The company focuses on acquisitions, asset and portfolio management, property operations, development, construction, leasing, and technology. RXR invests in real estate credit, rental housing, commercial properties, and proptech, using value-added and opportunistic strategies. Role Overview The Vice President, Assistant Portfolio Manager, plays a central role in the performance and strategy of RXR’s real estate private equity and debt funds. This position oversees fund-level financial performance, portfolio strategy, and optimization projects. Responsibilities include forecasting, analytics, and investor reporting. The VP collaborates with acquisitions, asset management, capital markets, and accounting teams to support fund performance, liquidity, capital structure, and investor communications. Strong real estate fund experience and advanced financial modeling skills are essential, along with the ability to make strategic recommendations to senior leadership. Fund Management and Forecasting Build and manage advanced financial models at both fund and investor levels, focusing on accuracy, scalability, and strategic value. Lead fund performance forecasting, including scenario modeling, sensitivity analysis, covenant monitoring, liquidity optimization, and capital deployment planning. Oversee fund cash management to ensure compliance with all fund- and asset-level covenants. Supervise annual budgets, quarterly forecasts, and regular portfolio reviews, confirming that financial assumptions are sound and conclusions are well-supported. Drive analytics at the portfolio level, such as hold/sell analysis, refinancing scenarios, return attribution, benchmarking, and market performance reviews. Demonstrate expertise in fund partnership agreements, joint venture structures, and waterfall mechanics. Investor Reporting and Communications Create, review, and improve presentations for senior leadership and investors. Translate complex financial and operational data into actionable insights for executive decisions. Oversee the preparation of quarterly and annual investor reports, coordinating with multiple teams to deliver high-quality, investor-ready materials.

Jump Trading Group is dedicated to pioneering research and innovation. We empower brilliant minds in Mathematics, Physics, and Computer Science to explore scientific frontiers, break barriers, and apply groundbreaking research to the global financial markets. Our unique culture fosters constant innovation, requiring fearlessness, creativity, intellectual honesty, and an unwavering competitive spirit. We believe in collective success and unlocking individual talents through collaboration and mutual respect. At Jump, our research outcomes lead to exceptional risk-adjusted returns, developing and deploying technologies that transform our world, funding startups across various industries, and collaborating with leading global research organizations and universities to tackle pressing challenges.As a Risk Manager, you will join Jump Trading's Global Risk Management team, responsible for managing real-time risk across all trading teams. This role involves evaluating new trading strategies, markets, and products, as well as collaborating with Core Development and Technology teams to enhance the firm's internal risk framework, metrics, and reporting processes. This opportunity is tailored for experienced professionals with strong risk management expertise, technical skill sets, and a track record of thriving in high-pressure environments.

Join the City of New York as a Public Health Advisor and play a crucial role in advancing public health initiatives across diverse communities. In this position, you will collaborate with various stakeholders to develop, implement, and evaluate programs designed to improve health outcomes for New Yorkers. Your expertise will be instrumental in addressing health disparities and promoting wellness across the city.

Employee Applicant Privacy Notice SoFi is a national bank and financial services provider focused on personal finance. The company builds mobile-first technology to help millions of members pursue their financial goals. As the industry evolves, SoFi aims to stay ahead, guided by a mission to improve lives and a set of core values. Role overview The Senior Lifecycle Marketing Manager, Home Equity, leads lifecycle marketing for SoFi’s Home Equity products. This position works closely with Product, Creative, and Data Science teams to drive business growth by improving conversion rates throughout the customer journey. The role relies on member data to design and launch large-scale campaigns, always with an eye on measurable results. Success in this position requires strong cross-functional collaboration and the ability to navigate complexity in a changing financial sector. Key responsibilities Build automated, multi-channel workflows using email, push notifications, in-app messages, and SMS, tailored to member behavior and lifecycle stage. Advance campaign automation and personalization by applying performance data to shape both evergreen and ad-hoc marketing efforts. Manage an experimentation roadmap to maximize conversion and revenue, leveraging advanced testing tools. Collaborate with Product Marketing, Data, and Design to develop marketing strategies aligned with Home Equity business objectives. Partner with Marketing Tech Operations to support technical execution and encourage the use of AI-driven insights for deeper personalization. Create educational content and personalized communications to help members understand the lending process. Monitor market trends and develop reporting frameworks to share actionable insights across the company. Locations San Francisco, CA; New York, NY; Seattle, WA; Cottonwood Heights, UT

Join gleanwork as a Private Equity Partnerships Manager in the vibrant city of New York! In this pivotal role, you will be responsible for forging and nurturing relationships with private equity firms, ensuring seamless collaboration and maximizing investment opportunities. You will leverage your expertise in the finance sector to drive strategic initiatives and support our mission to empower businesses through innovative solutions.

Role Overview Accor Corporate is hiring a Senior Public Relations Manager in Brooklyn. This position leads strategic communication efforts to strengthen brand visibility and reputation. The Senior PR Manager shapes public perception and works closely with key stakeholders to deliver effective PR strategies. What You Will Do Lead and execute communication initiatives that support the brand’s goals Manage relationships with media outlets and journalists Develop clear, compelling narratives for public and internal audiences Oversee crisis communication and provide guidance during sensitive situations Engage stakeholders through thoughtful and timely PR campaigns

About RampRamp is revolutionizing financial infrastructure for businesses, seamlessly integrating into the transaction flow of every dollar spent. Our innovative platform automates the management of over $100 billion in annual expenditures for more than 50,000 companies, enabling them to authorize payments, identify risks, categorize expenditures, and streamline their accounting processes.The challenges we tackle are significant, data-driven, and demand precision.We are in search of individuals who exhibit high agency and urgency. We value potential for growth over past experiences. At Ramp, everyone is empowered to be a builder, taking ownership of complex problems and making impactful decisions that influence outcomes.On average, our customers save 5% and increase their revenue by 16% in their first year with us—far surpassing those that do not use Ramp. We believe that every ambitious organization should have access to these benefits.If you aspire to create systems that will transform how organizations manage and allocate billions, Ramp is the ideal environment for you.About the RoleAs part of Ramp's Financial Institutions Channel, you will spearhead a partner program that enables investment firms and financial institutions to recommend and distribute Ramp's corporate card and expense management solutions to their clients. In the role of Senior Channel Partner Manager, you will take ownership of our partnerships with leading venture and growth-stage investors, collaborating with VC firms, accelerators, and major tech partners to position Ramp as their preferred choice for portfolio companies.Your responsibilities will include managing critical commercial aspects of Ramp's most strategic relationships while working closely with senior stakeholders in Finance, Sales, and Channel organizations to maximize the commercial impact derived from our investor network and other leading technology investors.

About NextStepNextStep is an innovative AI-driven career platform dedicated to facilitating seamless career transitions for elite consulting professionals. Our cutting-edge matching technology connects consultants with exceptional opportunities, enabling companies to tap into world-class talent. We are currently seeking a skilled Portfolio Manager on behalf of a client within our esteemed partner network located in New York.About the CompanyOur client is a prominent global investment management firm headquartered in New York, boasting a diverse portfolio that includes public equities, private credit, and alternative assets. They manage substantial capital for institutional and high-net-worth clients across North America, Europe, and Asia. With significant growth over the last five years, the firm is expanding its senior portfolio management team to accommodate an increasing business volume and a more intricate asset mix.The RoleAs a Portfolio Manager, you will take ownership of a specific set of client portfolios, ensuring that investment decisions are based on comprehensive analysis, aligned with the mandates, and effectively communicated to all stakeholders. You will collaborate closely with research, risk, and client teams to transform strategies into well-positioned portfolios that deliver results. This position is a hands-on role with substantial accountability, rather than a mere support function.What You'll DoOversee a portfolio of client accounts, fully accountable for investment performance in relation to mandates and benchmarks.Continuously analyze market conditions, asset allocation, and portfolio positioning, making swift and confident recommendations.Work in tandem with the research team to convert investment insights into portfolio-level decisions across various asset classes.Assess portfolio risk exposures and collaborate with the risk management team to ensure compliance with guidelines and client constraints.Develop and sustain robust relationships with key clients, contributing to regular reporting, reviews, and investment updates.Guide and nurture junior team members, fostering high standards of analytical rigor and investment processes.Engage in broader investment committee discussions and strategic asset allocation reviews within the firm.What We're Looking For7+ years of experience in portfolio management, investment strategy, or asset management, ideally with a background in consulting, investment banking, or strategic roles.Strong investment acumen across multiple asset classes, with demonstrated expertise in executing investment strategies effectively.