AI Networking Research Analyst

Socket.dev; San Francisco (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

SemiAnalysis LLC in San Francisco is hiring a Research Analyst to join our Networking coverage team, building and maintaining the AI Networking Model — the industry's leading model on datacenter networking architecture, from scale-up, scale-out and scale-across topologies to optics, switching silicon and interconnect economics.

This is a cross-functional role requiring you to liaise with technical staff, industry partners and financial clients.

Qualifications

• 0–1 years of experience in equity research, investment banking, the buy-side or a similarly analytical environment.
• Strong theoretical and practical knowledge in networking/telecom/hardware is helpful but not required.
• Proficient in three-statement financial modelling with strong Excel skills.
• Excellent written and verbal communication, able to synthesize information into clear insights.
• Familiarity with AI tools or analytics is a plus; PowerPoint and Excel proficiency preferred.
• Comfortable working independently with a globally distributed team in-office in San Francisco.

Responsibilities

• Build and maintain components of AI Networking Model and related dashboards.
• Analyze cost, power, cooling and supply-chain factors influencing networking architectures.
• Track industry disclosures to update models and write analyst notes on design and TAM shifts.
• Prepare research reports, presentations and client deliverables.
• Represent SemiAnalysis at conferences and build relationships with vendors and hyperscalers.

Skills

Equity research

Financial modelling

Excel

Research skills

Written communication

Verbal communication

Tools

Python

PowerPoint

Job description

SemiAnalysis LLC in San Francisco is hiring a Research Analyst to join our Networking coverage team, building and maintaining the AI Networking Model — the industry's leading model on datacenter networking architecture, from scale-up, scale-out and scale-across topologies to optics, switching silicon and interconnect economics.

This is a cross-functional role requiring you to liaise with technical staff, industry partners and financial clients.