Global TMT (Software) L/S Analyst

Job description

Our client, a London-based hedge fund is searching for an Equity Long/Short Analyst to join their high-performing team. This is an end-to-end investing role for a creative, commercially minded analyst who can generate differentiated ideas and take ownership from research through to portfolio impact.

The fund runs a directional long/short equity strategy with a high-conviction, medium-term horizon. The mandate is flexible, no fixed growth or value philosophy, investing globally with a European skew, all-cap.

The Role

This is not a traditional 30–40 stock coverage seat. The successful candidate will have freedom to pursue the best opportunities across a broad universe (TMT ex Semis), contributing directly to returns. Skewed towards Software.

Responsibilities

• Generate high-conviction long and short ideas
• Conduct deep fundamental research, modelling, and industry analysis
• Identify variant views, mispriced expectations, and catalysts
• Present clear investment recommendations
• Monitor positions and reassess thesis / risk-reward

Candidate Profile

• 7+ years’ relevant experience. An out of the box, creative, independent thinker.
• Long/short experience preferred; strong long-only or sell-side candidates considered.
• Consistently strong track record of idea generation and performance.
• Independent, creative thinker with high conviction.
• Strong fundamental research and modelling skills. Self-starter.
• Clear communicator with strong commercial judgement.

Opportunity

A rare chance to join a flexible, high-conviction team where strong ideas matter more than style labels or coverage models.

Extra information

Status

Open

Education Level

Secondary School

Location

City of London

Type of Contract

Full-time jobs

Published at

01-08-2026

Profession type

Management

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English