Research Analyst, AI Infrastructure & Economics
Core
Junior analyst researching GPU cloud providers, AI model developers, and the economics of AI to build datasets and financial models.
Role type
Junior research analyst (AI infrastructure & economics)
Builds
Company datasets, financial models (TCO, tokenomics), and research notes
Domain
Semiconductor supply chain, AI infrastructure, and AI economics
Deliverable
dashboards & analysis
Required skills
spreadsheet modeling, financial statement analysis, data reconciliation, clear writing, source verification
Preferred skills
banking/investment research experience, Python, SQL
Technologies
Python, SQL
Responsibilities
Build and maintain company profiles and datasets; reconcile conflicting figures on GPU capacity; build spreadsheet models for revenue and unit economics; draft research notes and charts; support consulting projects with market research.
Seniority
Junior, entry-level IC