Senior Research Analyst, AI Infrastructure & Economics
Core
Senior analyst leading independent research on neoclouds, neolabs, and AI tokenomics, building financial models and publishing insights for investors and clients.
Role type
Senior IC research analyst (AI infrastructure & economics)
Builds
Financial models (TCO, demand-side), industry ratings, and research reports
Domain
Semiconductor supply chain, AI infrastructure, and AI economics
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery
Required skills
financial modeling, economic analysis, market research, executive interviewing, data synthesis, technical due diligence, report writing, client presentation, Excel/Google Sheets proficiency, independent judgment
Preferred skills
cloud software/digital infrastructure coverage, credit analysis, project finance, commercial diligence, investment banking, equity research, asset management, private equity, venture capital, management consulting, transaction advisory, Python, SQL, data collection
Technologies
Excel, Google Sheets, Python, SQL
Responsibilities
Own end-to-end research from question to publication/presentation; build and maintain financial models with documented assumptions; analyze GPU rental economics and AI lab business models; forecast AI demand; interview executives and verify claims; lead client discussions and review junior analysts' work
Seniority
Senior, hands-on IC with mentorship responsibilities