Strategy Analyst, Market Intelligence

Google Inc.; Sunnyvale, New York (CA, NY); On-site; USD 118,000 - 169,000; Full time

Job summary

Google is seeking a mid-level market intelligence professional to drive strategic research across the AI value chain, from models to silicon. You will build bottom-up industry models using proprietary datasets and real-time market data, and communicate insights to finance and product leaders in a fast-paced environment.

The role requires a strong quantitative background, collaboration across functions, and comfort with ambiguity.

Qualifications

• Bachelor's degree in a quantitative field (e.g., Statistics, CS, Engineering, Math, Data Science) 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 AI, AI cloud infrastructure, or semiconductor markets.

Responsibilities

• Lead strategic research across the full AI value chain (applications, models, cloud infrastructure, silicon) to identify growth and investment opportunities.
• Own real-time competitor earnings coverage to distill strategic implications for Alphabet.
• Conduct primary research and expert interviews with industry participants, suppliers, and customers to identify market catalysts in real time.
• Advise cross-functional executive teams on product, GTM strategy, partnerships, and M&A diligence.
• Translate tech, capacity, and pricing trends into key assumptions for Alphabet's long-range financial planning.

Skills

Analytical thinking

SQL

Python

Mentoring

Education

Bachelor's degree in quantitative field

Job description

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Mid

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

X 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.

• 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 .

• 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.
• 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.
• Conduct primary research and expert interviews with industry participants, suppliers, and customers to identify market catalysts in real time and develop independent conclusions.
• 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.
• 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.

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 .

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.

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.