Associate II, Google and PA Strategy

Google; Sunnyvale (CA); On-site; USD 118,000 - 169,000; Full time

Job summary

Google seeks an Associate II for Google and PA Strategy in Sunnyvale, CA, with preferred locations in New York, NY. The role focuses on market intelligence across the AI value chain, advising senior teams on strategy and M&A, and translating market signals into actionable insights. Compensation includes base salary, bonus target, and equity.

US-based pay ranges from $118,000 to $169,000 with a 15% bonus target, plus equity and benefits. Applicants may share preferred working locations.

Qualifications

• Bachelor's degree in a quantitative field or equivalent practical experience.
• 3 years of experience in equity research, investment banking, management consulting, product strategy, or corporate finance.
• Experience analyzing or operating within AI, AI cloud infrastructure, or semiconductor markets.

Responsibilities

• Lead market intelligence across the AI value chain to identify growth opportunities and build models using proprietary data.
• Own real-time competitor earnings coverage and develop strategic insights for Alphabet.
• Conduct primary research and expert interviews to identify market catalysts and form independent conclusions.
• Advise cross-functional exec teams on product, GTM, partnerships, and M&A diligence.
• Translate tech, capacity, and pricing trends into key assumptions for long-range FCF and capex planning.

Skills

Analytical thinking

SQL

Python

Education

Bachelor's degree in a quantitative field

Tools

SQL

Python

Job description

Associate II, Google and PA Strategy

Google

Sunnyvale, CA, USA; New York, NY, USA

Mid

Experience driving progress, solving problems, and mentoring more junior team members; deeper expertise and applied knowledge within relevant area.

Note: By applying to this position you will have an opportunity to share your preferred working location from the following: Sunnyvale, CA, USA; New York, NY, USA.

Minimum qualifications:

• Bachelor's degree in a quantitative field (e.g., Statistics, Computer Science, Engineering, Mathematics, Data Sciences), or equivalent practical experience.
• 3 years of experience in equity research, investment banking, management consulting, product strategy, or corporate finance.
• Experience analyzing, researching, or operating within the Artificial Intelligence, AI cloud infrastructure, or semiconductor markets.

Preferred qualifications:

• CFA, MBA, or another advanced degree in Engineering, Computer Science, Finance, Economics, Statistics, or a related quantitative field.
• Understanding of AI value chain, specifically encompassing generative AI models, cloud infrastructure, and silicon/semiconductors.
• Knowledge of accelerator architectures, data center infrastructure, and associated supply chains.
• Ability to work across technical, financial, and commercial datasets to translate ambiguous market signals into polished, actionable executive deliverables. Including, comfort with SQL, Python, and navigating large datasets.
• Ability to be comfortable with ambiguity, intellectual curiosity, and to operate effectively with minimal supervision.
• Familiarity with leading proprietary market data providers.

About the job

The Central Finance Market Intelligence (CFMI) team is a financial research group within the broader Corporate Finance and Investor Relations organization. Our work serves two complementary sets of stakeholders: Finance leadership and front-line business partners spanning from Product to GBO across the company.

For Finance leadership, we provide the market intelligence needed to drive Alphabet's strategic planning process and to make major capital allocation decisions with confidence. For the business partners, we inform product and go-to-market (GTM) strategy, strategic partnerships, and Mergers and Acquisitions (M&A) diligence through market landscape overviews, value chain analyses, opportunity sizing, and competitive benchmarking.

Individual pay is determined by factors including job-related skills, experience, and relevant education or training.

US: $118000 - $169000 (USD) + 15% bonus target + equity + benefits

Learn more about benefits at Google.

Responsibilities

• Market Intelligence: Lead strategic research across the full AI value chain (applications, models, cloud infrastructure, silicon) to identify growth and investment opportunities. Build rigorous, bottom-up industry models using proprietary datasets and market data.
• Competitive Analysis: Own real-time competitor earnings coverage to distill strategic implications for Alphabet. Produce quarterly overviews and maintain market metrics benchmarking internal performance against broader industry trends.
• Industry Engagement: Conduct primary research and expert interviews with industry participants, suppliers, and customers to identify market catalysts in real time and develop independent conclusions.
• Executive Advisory: Serve as a subject-matter expert advising cross-functional executive teams (e.g., Google DeepMind, K&I, Cloud) on product, go-to-market strategy, partnerships, and M&A diligence.
• Strategic Planning: Translate technological, capacity, and pricing trends into key assumptions underpinning Alphabet's long-range P&L, CapEx, and cash flow forecasts as part of company strategic planning.

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Google is proud to be an equal opportunity and affirmative action employer. We are committed to building a workforce that is representative of the users we serve, creating a culture of belonging, and providing an equal employment opportunity regardless of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition (including breastfeeding), expecting or parents-to-be, criminal histories consistent with legal requirements, or any other basis protected by law. See also Google's EEO Policy, Know your rights: workplace discrimination is illegal, Belonging at Google, and How we hire.

If you have a need that requires accommodation, please let us know by completing our Accommodations for Applicants form.

Google is a global company and, in order to facilitate efficient collaboration and communication globally, English proficiency is a requirement for all roles unless stated otherwise in the job posting.

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Equity is granted exclusively and discretionarily by Alphabet Inc. on the basis of an agreement concluded between you and Alphabet Inc. Alphabet Inc. is your sole contractual partner with respect to equity grants. GSU grants are not guaranteed, are discretionary, are subject to approval by the Alphabet Inc. board of directors or its delegate, the terms of the relevant Alphabet Inc. stock plan, and your grant agreement. They have no impact on statutory payments. Current or past grants do not confer an acquired right.