Research Analyst - China
Core
Translate technical and supply-chain insights into quantitative financial assessments for China's semiconductor and AI ecosystem.
Role type
Senior IC equity research analyst (China semiconductor/AI)
Builds
Bottom-up financial models, weekly research notes, and quantitative assessments for institutional clients
Domain
Semiconductor supply chain + AI hardware + China market
Deliverable
production ML models | product features | dashboards & analysis | research
Required skills
equity research, investment banking, strategy consulting, China semiconductor/AI value chain knowledge, financial modeling, bottoms-up modeling, policy analysis, written communication
Preferred skills
primary research, channel checks, expert calls, cross-border perspective, scenario analysis
Technologies
N/A
Responsibilities
Translate proprietary technical work into revenue/margin/TAM assessments; publish weekly data-rich notes on China developments; monitor earnings/policy/events; build bottoms-up models for Chinese companies; partner with technologists on China-specific architectures; engage investor-relations teams; support clients via calls and portal
Seniority
Mid-level (1–5 years), hands-on IC