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SemiAnalysis · 5 months ago

Research Analyst - Industrials

United States

Full-time

Remote

Mid, Senior Level

2+ years exp

SemiAnalysis is an independent research and analysis firm specializing in the Semiconductor and AI industries. They are seeking an experienced Industrials and Utilities Analyst to conduct in-depth research on how AI and datacenter infrastructure are transforming the power grid and industrial sectors.

Artificial Intelligence (AI)ConsultingSemiconductor

H1B Sponsor Likely

Responsibilities

Lead research and analysis across the power grid, utilities, and industrial infrastructure sectors as they relate to AI and datacenter expansion

Produce high-impact research reports, forecasts, and briefings for clients, drawing on both public and proprietary data

Track and evaluate developments in transmission and distribution investment, regulatory changes, equipment supply chains (e.g., switchgear, transformers), and the broader capex cycle

Assess how AI infrastructure demand is reshaping utilities, EPCs, and electrical equipment manufacturers across regions

Collaborate closely with semiconductor, datacenter, and AI infrastructure analysts to generate cross-sector insights

Support clients including hedge funds, infrastructure investors, hyperscalers, and policymakers with bespoke insights and thematic research

Present research findings to senior leadership teams and engage in client calls and conference presentations

Qualification

Equity researchFinancial modelingData analysisAI infrastructureData visualizationPythonSQLFluency in EnglishPresentation skillsWriting skills

Required

2–5+ years of professional experience in equity research, investment analysis, or a strategy role covering industrials, utilities, or energy sectors

Strong grasp of financial modeling and valuation techniques

Deep interest in how AI and compute infrastructure are transforming traditional industries

Proven ability to synthesize complex data into actionable insights and communicate them clearly to diverse audiences

Exceptional writing and presentation skills, with experience crafting investment memos, deep-dive reports, or market primers

Proficiency in Excel

Ability to work independently in a fast-moving, globally distributed team

Fluency in English

Located in a European time zone or Eastern time zone (EST) (required)

Preferred

Experience with data visualization and/or scripting (Python, SQL, etc.)

Fluency in additional European languages

Company

SemiAnalysis

SemiAnalysis offers AI and semiconductor research, consulting, and hosts tech events like Nvidia Blackwell GPU Hackathon.

Founded in 2019

San Francisco, California, USA

11-50 employees

https://semianalysis.com

H1B Sponsorship

SemiAnalysis has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1)