Strategic Researcher, Compute Markets & Infrastructure

Trading Interview; Greater London; Hybrid; GBP 90.000 - 160.000; Vollzeit

Zusammenfassung

DRW is seeking a Fundamental Researcher to develop investment views on compute markets and the infrastructure that supports them. You will assess supply and demand drivers, test pricing assumptions, and translate findings into actionable investment recommendations for a compute derivatives strategy.

This founding seat on a small team emphasises rigorous analysis, cash-flow evaluation, and the ability to challenge models as market dynamics evolve.

Qualifikationen

• 5 to 7 years of fundamental investment research experience in credit, commodities or semiconductors.
• Strong financial modeling skills and a thorough understanding of cash flow analysis and downside scenarios.
• Clear written and verbal communication with intellectual independence.

Aufgaben

• Develop macro and fundamental views on compute and related markets.
• Translate pricing into investment views and assess pricing vs. fundamentals.
• Validate pricing assumptions and challenge inputs as evidence changes.
• Build research models linking drivers to pricing and outcomes.
• Assess counterparties and assets with credit investor discipline.
• Present investment theses, catalysts, risks, and evidence to committees.

Kenntnisse

Financial modeling

Cash-flow analysis

Pricing model understanding

Written and verbal communication

Jobbeschreibung

DRW is seeking a Fundamental Researcher to develop investment views on compute markets and the infrastructure that supports them. You will assess supply and demand drivers, test pricing assumptions, and translate findings into actionable investment recommendations for a compute derivatives strategy.

This founding seat on a small team emphasises rigorous analysis, cash-flow evaluation, and the ability to challenge models as market dynamics evolve.