AI Equities Analyst

LUMINOUS ASSET MANAGEMENT PTE. LTD.; Singapore; On-site; SGD 73,000 - 90,000; Full time

Benefits offered by this job

Direct transition

Flat structure

Job summary

LUMINOUS ASSET MANAGEMENT PTE. LTD. is seeking an AI Equities Analyst to be our in-house technical expert, able to digest earnings calls and translate research and fab capacity announcements into actionable investment theses.

No prior finance or investment experience is required. We will teach you financial modeling, valuation, and buy-side research basics, while your true asset remains technical fluency on day one.

Qualifications

• Bachelor's or Master's in Electrical Engineering, Computer Engineering, Computer Science, Physics, Materials Science, Data Science, or a related STEM field.
• 2-3 years of hands-on work in semiconductors, hardware engineering, data center infrastructure, AI model development/research, or technical market research.
• Curiosity & Communication: passion for AI hardware and the ability to explain technical concepts clearly.
• Nice to have: ability to read Mandarin, Japanese, or Korean — useful for APAC coverage.

Responsibilities

• Decode the technology for the team across hardware announcements, model papers, roadmaps, and trade press.
• Assess shifts like node transitions, packaging constraints, cooling, ASICs vs GPUs, MoE, quantization, and inference optimization.
• Track industry research, AI labs, updates, and earnings transcripts to map supply-demand trends and lead times.
• Shape portfolio decisions by explaining why a shift matters and where bottlenecks affect revenue.

Education

Bachelor's or Master's in Electrical Engineering, Computer Engineering, Computer Science, Physics, Materials Science, Data Science, or related STEM field

Job description

About the Role

We are a lean, high-conviction investment firm focused on the global AI hardware and infrastructure ecosystem — investing across US technology leaders, Taiwanese foundries and packaging houses, Japanese semiconductor equipment suppliers, and South Korean memory manufacturers.

We're hiring an AI Equities Analyst to be our in-house technical expert — someone who can sit through an earnings call and immediately spot what matters, and who can translate a research paper or a fab capacity announcement into an investment thesis.

No prior finance or investment experience is required.

We'll teach you financial modeling, valuation, and how buy-side research actually works. What we cannot teach as quickly is genuine technical fluency — that's what you bring on day one.

Why This Role Is Different

• Direct access, real ownership. You'll work side-by-side with the Portfolio Manager, not buried in a large research team. Your read on a technology shift can move the portfolio the same week.
• A built-for-you path into buy-side investing. Most technical experts who want to move into investing take a pay cut, go back for an MBA, or spend years in a generalist analyst pool first. This role skips all three.
• Small firm, real scope. You'll cover the full AI hardware value chain — from silicon to systems to model architecture — across four markets, not a narrow sub-sector.

Who We're Looking For

2-3 years of hands-on industry experience in at least one of:

• Silicon & Hardware Systems Engineering
• Data Center & Infrastructure Engineering
• AI Model Architecture & Algorithmic Research
• Technology Evaluation & Market Intelligence (e.g., technical product management, competitive intelligence, developer relations)

If you've spent your career close to the technology — writing the code, designing the silicon, running the infrastructure, or evaluating vendors — and you're curious what that expertise is worth on the buy-side, this role is written for you.

What You'll Do

• Decode the technology. Be the team's go-to translator for hardware announcements, model architecture papers, product roadmaps, and trade press across the AI value chain.
• Separate signal from hype. Assess shifts like advanced node transitions, packaging constraints, liquid vs. air cooling, custom ASICs vs. GPUs, Mixture-of-Experts, quantization, and inference optimization — and judge what's technically real and economically meaningful.
• Track the ecosystem. Follow industry research, trade publications, AI lab and software updates, and earnings transcripts to map supply-demand trends, component lead times, and software lock-in dynamics.
• Shape portfolio decisions. Partner directly with the Portfolio Manager to explain why a shift matters, which companies hold durable technical moats, and where bottlenecks will redirect industry revenue.

Qualifications

• Education: Bachelor's or Master's in Electrical Engineering, Computer Engineering, Computer Science, Physics, Materials Science, Data Science, or a related STEM field.
• Experience: 2-3 years of hands-on work in semiconductors, hardware engineering, data center infrastructure, AI model development/research, or technical market research.
• Curiosity & Communication: A genuine passion for AI hardware and software, and the ability to explain technical concepts in plain, intuitive language.
• Nice to have: Ability to read technical materials or trade press in Mandarin, Japanese, or Korean — useful for tracking APAC supply chain news firsthand.

Compensation& Growth

• Base salary from S$8,000/month - with flexibility for candidates who bring exceptional depth or a rare skill match -plus performance-linked annual bonus.
• A funded, direct transition into buy-side equity research. No pay cut, no MBA required.
• Flat structure. You’ll work directly with the Portfolio Manager from day one, with your analysis feeding real investment decisions - not a research queue.