Research Analyst, Datacenter (APAC)
Core
APAC-focused research analyst building datacenter and AI infrastructure industry models for institutional clients.
Role type
Research Analyst (Datacenter & AI Infrastructure)
Builds
Industry models on accelerator shipments, datacentre demand/supply, GPU TCO, and capacity forecasting
Domain
Semiconductor supply chain, AI infrastructure, Datacenter markets, APAC policy
Deliverable
production ML models
Required skills
Equity research, Investment banking, Strategy consulting, Datacenter/infrastructure analysis, Financial modeling, Market forecasting, Policy analysis, Technical due diligence, Client communication, Data synthesis
Preferred skills
Regional languages (Bahasa Malaysia/Indonesia, Thai, Vietnamese, Japanese, Korean, Mandarin), Existing APAC network
Technologies
Financial modeling tools, Data visualization, Research databases
Responsibilities
Track hyperscaler/neocloud/AI lab infrastructure buildout across APAC; Maintain site-by-site capacity tracker and forecasts; Analyze regional supply/demand drivers (grid, power, water, permitting, land, tax, export controls); Publish data-heavy notes on APAC developments; Conduct stakeholder interviews (IR, developers, utilities, EPCs); Support clients with research views
Seniority
Mid-level (1-5 years experience)
