SemiAnalysis is an independent research firm focused on semiconductors and AI. We combine technical research, financial analysis, and industry expertise to help investors and technology companies understand these industries and make informed decisions. With an estimated $11 trillion of cumulative AI CapEx through 2029 requiring roughly $7 trillion of debt financing, SemiAnalysis is building its Capital & Markets team to answer critical questions about how this investment will be funded. Our mission is to forecast capital needs across neoclouds, hyperscalers, and AI labs; explain how financing structures must evolve to serve those needs, including shorter-duration demand from AI-native companies; and maintain a comprehensive database of funding, offtake, backstop, guarantee, credit enhancement, and off-balance-sheet arrangements that makes interconnected exposures clear. We are hiring two junior analysts, one in New York and one in Singapore, to build financial models, research companies, maintain financing and exposure data, and support GPU rental and token pricing benchmarks. Both analysts will contribute to the same analytical work, coordinating assignments and handoffs across time zones within a team centered in New York. We welcome recent graduates and candidates with up to three years of experience. Investment banking or sales and trading experience is preferred, including internships. Strong financial modeling skills are essential; prior specialization in credit, semiconductors, or AI is not required.
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Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed