Remote AI Infrastructure Credit Analyst

Remote Jobs; United States; Remote; USD 120,000 - 180,000; Full time

Job summary

SemiAnalysis LLC is seeking an AI Infrastructure Credit Research Analyst to lead coverage of how AI infrastructure is financed, examining who provides capital, financing terms, and where credit risk sits. You will build datasets from filings and disclosures and collaborate with datacenter and supply chain teams to ground financial analysis in real-world buildouts.

The role requires deep credit market expertise, strong quantitative skills, and the ability to publish rigorous research for a

Qualifications

• Deep expertise in credit markets, banking, financial intermediation, or related areas.
• Ability to independently interpret complex financial documents and disclosures.
• Strong written communication for a demanding professional audience.

Responsibilities

• Analyze the full financing stack supporting AI infrastructure buildout and identify lenders, terms, and risk.
• Map financing relationships across the AI ecosystem and document lending structures and maturities.
• Build quantitative credit risk models and assess counterparty exposure and collateral value.
• Present research findings to clients and contribute to flagship reports and recurring coverage.

Skills

Credit markets

Financial intermediation

Structured finance

Empirical methods

Python

SQL

Excel

Education

Bachelor's Degree in financial economics or a related discipline

Tools

Python

SQL

Excel

Job description

SemiAnalysis LLC is seeking an AI Infrastructure Credit Research Analyst to lead coverage of how AI infrastructure is financed, examining who provides capital, financing terms, and where credit risk sits. You will build datasets from filings and disclosures and collaborate with datacenter and supply chain teams to ground financial analysis in real-world buildouts.

The role requires deep credit market expertise, strong quantitative skills, and the ability to publish rigorous research for a