Tech Sales Specialist, Sales

CLSA•New York, NY

14d

About The Position

The Tech Sales Specialist will be responsible for building and strengthening relationships with technology-focused PMs, analysts, and generalists across major institutional accounts, particularly hedge funds. This role involves translating semiconductor, AI, and supply chain developments into commercially relevant investment implications for clients and internal sales teams. The specialist will leverage supply chain intelligence, thematic research, and channel checks to drive high-value conversations, corporate access, and trading activity. A key aspect of the role is producing timely, differentiated commentary, including flash notes and thematic summaries, to keep clients informed of key industry shifts. The position requires synthesizing primary research, channel checks, earnings results, and global tech developments into concise, actionable content, and delivering rapid analysis on major earnings, supply chain disruptions, geopolitical events, export controls, and industrial policy changes. The role serves as a central liaison between Asia-based research teams, local sales, channel check specialists, and U.S. institutional clients, while also collaborating with and amplifying the franchise of Citic CLSA tech analysts and research product. Close partnership with equity research, trading, and global sales is expected to maximize client engagement and execution opportunities. The role also involves coordinating high-impact corporate access, including non-deal roadshows, field trips, investor conferences, and management meetings.

Requirements

Bachelor’s degree or above in finance or accounting discipline
Minimum 7 years of relevant experience in institutional equity sales or specialist sales
Deep expertise across the semiconductor ecosystem — fabless, IP/EDA, foundries, OSATs, equipment, and component suppliers.
Sound understanding of AI infrastructure: GPUs, custom ASICs, HBM, advanced packaging, cooling, networking, and ODM/EMS manufacturing
Strong analytical and quantitative skills
Proven ability to turn complex technical industry developments into clear, investable insights for institutional investors.
Working familiarity with major global tech hubs: Silicon Valley, China, Taiwan, Korea, Japan.
Excellent verbal and written communication skills
Series SIE, 7, 66 are required.

Nice To Haves

Buy side experience or sell side tech research background preferred
CFA charter holders, is a plus, but not required

Responsibilities

Build and strengthen relationships with technology focused PMs, analysts, and generalists across major institutional accounts, especially with hedge funds.
Translate semiconductor, AI, and supply chain developments into commercially relevant investment implications for clients and internal sales teams.
Use supply chain intelligence, thematic research, and channel checks to drive high value conversations, corporate access, and trading activity.
Produce timely, differentiated commentary including flash notes, thematic summaries, supply chain updates to help clients stay ahead of key industry shifts.
Synthesize primary research, channel checks, earnings results, and global tech developments into concise, actionable content.
Deliver rapid read throughs on major earnings, supply chain disruptions, geopolitical events, export controls, and industrial policy changes.
Serve as the central liaison between Asia based research teams, local sales, channel check specialists, and U.S. institutional clients.
Collaborate with and amplify the franchise of Citics tech analysts and research product with the U.S. institutional client base.
Partner closely with equity research, trading, and global sales to maximize client engagement and execution opportunities.
Coordinate high impact corporate access: non deal roadshows, field trips, investor conferences, and management meetings.