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Technology Sector Investment Specialist
2 months ago
Cercano Management LLC is seeking a highly skilled Portfolio Manager/Analyst to join our Investment Management team.
Job SummaryWe are looking for a talented individual to play a key role in originating, evaluating, and recommending investment ideas for our portfolio in the Technology sector. The successful candidate will be responsible for building and maintaining detailed financial models, conducting thorough valuation work, and creating meaningful investment reports.
Key Responsibilities- Generate strong, insightful investment ideas based on independent research and analysis.
- Conduct face-to-face interviews with executive management teams, suppliers, and customers to gather information and conduct industry and competitive due diligence.
- Collect and synthesize investment data on a macro and micro level, developing appropriate analytical processes to track and record changes to team and CIO.
- Distill complex products and ecosystems, communicating implications across the investment team.
- Clearly communicate investment ideas in written form and verbally.
- Visualize how technology will evolve and transform, identifying opportunities for early-stage venture capital and private equity investments.
- Utilize fundamental and/or technical research to arrive at sound and timely investment decisions.
- Relevant educational and work experience in buy-side and/or sell-side research, and investment banking in the Technology sector.
- Excellent analytical skills, including financial modeling and independent research.
- Knowledge and understanding of investment valuation methodologies.
- Experience with investment due diligence processes.
- Strong communication skills (writing, verbal, and presentations).
- Self-sufficient but team-oriented.
- Advanced degree(s) or CFA charter holders.
- Minimum of 3-5 years' experience in industry or investing.
- Competitive salary range: $175,000 - $300,000 on an annual basis.
- Discretionary bonus program.
- Comprehensive benefits package, including medical, dental, and vision insurance, Health Savings Account, Flexible Spending Accounts, unlimited paid time off, paid holidays, paid parental leave, and a 401(k) plan with a generous employer match.
