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SemiAnalysis · 8 hours ago

Research Analyst - Energy

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 Energy Analyst to analyze how the rapid growth of AI and datacenter infrastructure is reshaping the American energy system. The role involves leading research to inform asset managers, energy companies, and infrastructure investors about emerging market trends and technological advancements in energy.

Artificial Intelligence (AI)ConsultingSemiconductor

H1B Sponsor Likely

Responsibilities

Analyze how GenAI and datacenter infrastructure are impacting the American energy system

Build on SemiAnalysis’ industry-leading tracking of 150+ AI chips and 5,000+ datacenters to assess power demand and regional constraints

Research power plants, interconnection queues, utilities, IPPs, ISOs, and PUCs to understand how future AI datacenters are securing energy supply

Evaluate transmission constraints and their impact on utilities, grid operators, and electrical equipment suppliers

Contribute to SemiAnalysis’ forward-looking research on batteries, solar, fuel cells, SMRs, and other technologies powering the future of AI

Produce high-impact research reports, forecasts, and briefings for institutional clients using public and proprietary data

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

Support hedge funds, infrastructure investors, hyperscalers, and policymakers with bespoke energy and power market analysis

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

Qualification

Energy analysisEquity researchUnderstanding U.S. power systemData visualizationScripting PythonScripting SQLExceptional writing skillsPresentation skillsWork independently

Required

2–5+ years of professional experience in equity research, energy analysis, investment research, or a related strategy role

Strong understanding of the U.S. power system, including generation, transmission, interconnection, utilities, IPPs, ISOs, and regulatory bodies

Experience analyzing energy markets, infrastructure investment, and grid constraints

Deep interest in how AI and compute infrastructure are transforming the energy landscape

Proven ability to synthesize complex technical, regulatory, and market data into actionable insights

Exceptional writing and presentation skills, with experience producing research reports, investment memos, or market primers

Proficiency in Excel; experience with data visualization and/or scripting (Python, SQL, etc.) is a plus

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

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

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Trends of Total Sponsorships

2025 (1)