Economist
Core
Lead research on the macroeconomics of AI, connecting semiconductor and datacenter datasets with broader economic indicators to inform investors and policymakers.
Role type
Senior IC economist (AI macroeconomics)
Builds
Flagship long-form research reports, quantitative models, and forecasting infrastructure for AI infrastructure investment and productivity growth.
Domain
Semiconductor industry + AI macroeconomics
Deliverable
production ML models | dashboards & analysis
Required skills
Macroeconomics, econometric analysis, quantitative modeling, Python programming, data pipeline construction, unstructured data analysis, long-form analytical writing, public speaking
Preferred skills
LLM integration for research, agent-based pipelines, central bank experience, sell-side research experience, semiconductor infrastructure knowledge
Technologies
Python, LLMs, econometric tools
Responsibilities
Author flagship research on AI capital expenditure cycles, productivity effects, and GDP contribution; build quantitative models and forecasting infrastructure; develop LLM-driven pipelines to convert unstructured data into economic datasets; conduct econometric analysis and forecasts; engage in academic and policy debates on AI economics; represent research through client discussions and public writing.
Seniority
Senior, hands-on IC
