Research Analyst, AI Networking
Core
Build and maintain the AI Networking Model and Dashboard covering datacenter networking architecture, optics, switching silicon, and interconnect economics.
Role type
Research Analyst (AI Networking)
Builds
Industry models on datacenter networking, financial models, and research reports for financial clients and industry partners.
Domain
Semiconductor supply chain, AI infrastructure, datacenter networking, and financial analysis.
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery
Required skills
three-statement financial modeling, industry financial modeling, Excel proficiency, research synthesis, written communication, verbal communication
Preferred skills
Python, AI tools, networking/telecom/hardware knowledge, PowerPoint
Technologies
Excel, Python, PowerPoint
Responsibilities
Build and maintain components of the AI Networking Model and Dashboard; Track and model the copper-to-optics transition; Follow earnings calls and disclosures from networking/optics suppliers; Analyze cost, power, cooling, and supply-chain constraints; Build and maintain three-statement/industry financial models and scenario-based forecasts; Represent the firm at industry conferences and build primary-source relationships.
Seniority
Mid-level, independent contributor
