Leisure, Lodging & Gaming Sector Head – L/S Equity

This global investment firm are expanding their equities capability, with a focus on fundamental long/short investing supported by quantitative research and portfolio construction tools. The approach prioritises flexibility, disciplined risk management, and stock-specific alpha.

As part of this expansion, the firm is appointing a Leisure, Lodging & Gaming Sector Lead to build and run coverage across the sector.

The business is organised around small, sector-focused teams that are supported by shared data, technology, and research resources. Investors operate in a collaborative environment with high transparency and accountability, and the opportunity to contribute meaningfully to portfolio outcomes.

The Role

• Generating and owning fundamental long/short ideas across the Leisure, Lodging & Gaming sector.
• Conducting deep company, industry, regulatory, and balance-sheet analysis to source idiosyncratic alpha.
• Actively contributing to portfolio construction, risk management, and position sizing, with full transparency into P&L.
• Continually re-underwriting positions and rigorously challenging investment theses.
• Leveraging systematic signals, alternative data, and quantitative tools to enhance idea generation and portfolio robustness.
• Collaborating closely with other PMs and analysts, sharing insights and contributing to the broader investment ecosystem.

Your Profile

• 6+ years of experience in Leisure, Lodging & Gaming coverage and a large depth of knowledge in the sector
• Highly process-driven, with a distinct investment edge.
• Deep expertise in your equity coverage universe.
• Strong collaborator, eager to build relationships within a dynamic team.
• Naturally curious, with a passion for deep fundamental research.

Pre-Application Requirements

• This is a permanent role; contract applicants will not be considered.
• Your application is subject to our privacy policy, found here: https://www.thurnpartners.com/privacy-policy

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