AI Networking Research Analyst | Modeling & Insights

SemiAnalysis LLC; San Francisco (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

SemiAnalysis LLC in San Francisco is seeking a Research Analyst to join our Networking coverage team and help build the AI Networking Model — the industry’s leading model on datacenter networking economics. This is a full-time in-office role designed for candidates who can turn technical and financial data into actionable research and client deliverables.

You will collaborate with a global team, track technology transitions, and produce published content for financial clients.

Qualifications

• 0-1 years of experience in equity research, investment banking, the buy-side, start-up or a similarly analytical environment

Responsibilities

• Build and maintain components of the AI Networking Model and Dashboard
• Track and model the copper-to-optics transition: pluggables vs. CPO, ZR/ZR+ coherent optics, DWDM, ROADMs/AWGs
• Follow earnings calls and disclosures from networking/optics suppliers to update models and write analyst notes
• Analyze how cost, power, cooling and supply-chain constraints interact with networking architecture decisions
• Build and maintain three-statement/industry financial models and scenario-based forecasts; prepare research reports, presentations and client deliverables
• Represent SemiAnalysis at industry conferences and build primary-source relationships with vendors and technologists

Skills

Excel modelling

Research skills

Written communication

Verbal communication

Python

PowerPoint

Tools

PowerPoint

Excel

Job description

SemiAnalysis LLC in San Francisco is seeking a Research Analyst to join our Networking coverage team and help build the AI Networking Model — the industry’s leading model on datacenter networking economics. This is a full-time in-office role designed for candidates who can turn technical and financial data into actionable research and client deliverables.

You will collaborate with a global team, track technology transitions, and produce published content for financial clients.