Lead AI Infrastructure Credit Research (Remote)

NEPSE Trading; Northern (KY); Hybrid; USD 100,000 - 140,000; Full time

Job summary

SemiAnalysis is seeking an AI Infrastructure Credit Research Analyst to lead coverage of how AI infrastructure is financed in the global market. The role blends credit research with datacenter and semiconductor data to map lending, terms, and risk across the ecosystem.

You will build quantitative models, assess counterparty exposure, and analyze complex financing structures from bank and nonbank sources. Strong writing and public-facing communication are essential for client discussions and

Qualifications

• Deep expertise in credit markets and banking intermediation.
• Ability to interpret complex financial documents and derive actionable insights.
• Strong empirical and quantitative data-building skills.

Responsibilities

• Lead coverage of AI infrastructure credit, detailing lenders, terms, and risk.
• Build quantitative models to assess credit risk and collateral value.
• Analyze financing structures, SPVs, project finance, and securitization features.
• Present findings to clients and contribute to flagship research reports.

Skills

Credit markets

Structured finance

Quantitative modeling

Financial intermediation

Education

Bachelor's degree in financial economics or related discipline

Tools

Bloomberg

Excel

Job description

SemiAnalysis is seeking an AI Infrastructure Credit Research Analyst to lead coverage of how AI infrastructure is financed in the global market. The role blends credit research with datacenter and semiconductor data to map lending, terms, and risk across the ecosystem.

You will build quantitative models, assess counterparty exposure, and analyze complex financing structures from bank and nonbank sources. Strong writing and public-facing communication are essential for client discussions and