Research Analyst - AI/Semiconductor

KAISHI PARTNERS PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A global independent research firm based in Singapore is seeking a Research Analyst to develop and publish industry-level models and reports. This role involves conducting detailed financial analysis, industry research, and drafting clear and impactful reports. Candidates should possess a relevant undergraduate degree, 1-5 years of related experience, and strong Excel proficiency. The ideal candidate has excellent communication skills and a genuine interest in semiconductor technologies. This position offers the opportunity to represent the firm at industry events.

Qualifications

• 1–5 years of experience in equities research, investment banking, or analytics.
• Strong proficiency with financial modelling.
• Excellent written and verbal communication skills.

Responsibilities

• Perform detailed financial and quantitative analysis.
• Conduct in-depth industry research on semiconductor dynamics.
• Draft research reports, presentations, and newsletters.

Skills

Financial modelling

Research skills

Communication skills

Problem-solving

Education

Undergraduate degree in relevant field

Tools

Excel

Job description

We are currently working with a global independent research firm focused on the semiconductor supply chain, AI infrastructure, and related technologies. They publish frequent in-depth industry reports, run detailed models (on hardware demand, datacenter supply/demand, cost-of-ownership, etc.), and advise institutional clients—including major cloud providers, investment funds, and corporates.

Role Overview

As a Research Analyst based in Singapore, you will play a key role in developing, updating, and publishing our industry-level models. You will work closely with senior research leadership to build new models, maintain existing ones, and contribute to high-impact reports and analysis. In addition to the modeling work, you will help produce public-facing newsletters and may represent the firm at industry conferences, especially across APAC.

Key Responsibilities

• Perform detailed financial and quantitative analysis to support our industry models, research products, consulting projects, and client deliverables.
• Conduct in-depth industry research covering semiconductor supply chain dynamics, AI‑infrastructure trends, market shifts, and competitive landscapes.
• Monitor relevant corporate earnings, news releases, and technological developments, and incorporate these into reports and model updates.
• Draft research reports, presentations, and newsletters, summarizing insights in a clear, structured, and impactful manner to reach both technical and non‑technical audiences.
• Collaborate with cross‑functional team members globally, and potentially participate in conferences or external events representing the firm.

Candidate Profile / Required Qualifications

• Undergraduate degree in a relevant field such as Business, Finance, Engineering, Computer Science, or equivalent.
• 1–5 years of prior experience in equities research, investment banking, buy‑side, or a related analytical role.
• Familiarity with financial modelling (especially three‑statement modelling) and strong proficiency with Excel.
• Strong research skills, ability to synthesize information across multiple sources, and to draw actionable insights from complex data.
• Excellent written and verbal communication skills—able to explain complex technological or market dynamics clearly and effectively.
• Self‑motivated, proactive, and capable of working independently within a fast‑paced and globally‑distributed team.
• A genuine interest in semiconductors, AI infrastructure, and emerging technology trends; prior exposure or knowledge of the semiconductor supply chain is a strong plus.
• Proficiency in English (additional languages a plus), comfortable working in an international environment.