Lead Research Analyst - Semiconductors & Technology Hardware

Qualitate•New York City, NY

3d•Onsite

About The Position

Qualitate is building the AI-native primary intelligence platform for enterprises, investment firms, and asset managers. We automate the entire primary research workflow, from study design and expert recruitment through AI-moderated interviews and insight synthesis - replacing weeks of manual research with hours of high-signal output. Expert research is a broken industry dominated by legacy incumbents with expensive, manual, and slow services. Investment and corporate strategy teams spend hundreds of hours coordinating intermediaries, scheduling expert calls, and synthesizing insights across fragmented providers. The process takes weeks to produce short-lived intelligence. Qualitate transforms this workflow by autonomously conducting expert discussions at scale using AI. Qualitate’s AI Moderator interviews thousands of experts simultaneously each month, capturing forward-looking purchasing plans, competitive displacement, and real-time ROI signals. The platform turns these interviews into quantified, time-series outputs tracking over 10,000 public and private companies, queryable instantly in natural language. Our customers include some of the world’s largest enterprises, hedge funds, PE firms, credit investors, and venture capital firms.

Requirements

4+ years professional experience in data-driven research creation. Equity research, financial analysis, market research, and/or consulting roles.
You understand the fundamental research workflow. How funds source ideas and build conviction through data and primary research. You can articulate how Qualitate fits into that process in the terms buyers actually care about. You know which metrics matter to semiconductor and hardware investment decisions - utilization, bookings and lead times, inventory in the channel, and how each of these compares to the consensus opinion.
In-depth knowledge of key Semiconductor & Hardware sectors including Semiconductors, EDA, Foundry and Advanced Packaging, Semi Cap Equipment, Data Centers & Supply Chains, Networking and Compute Hardware, and emerging fields.
You communicate your ideas clearly. Long-form and short-form writing expertise required - you must be able to synthesize data into digestible, forward-looking insights. You should feel comfortable talking to investors and corporate strategy clients as an authority on semiconductors and technology hardware.
You experiment heavily with AI. You’re constantly testing and refining AI tools and agents as they ship, and build them into your daily workflows - automating pieces of your own job to drive higher productivity - and sharing learnings with your team.

Nice To Haves

A strong sense of ownership. Our proprietary methodology has been applied to several industries; you’ll lead the extension to Semiconductors & Technology Hardware. You’ll define what we collect, from whom, and how often - then turn that into a market-defining research product that clients pay for. You’ll have full ownership over our coverage strategy and research direction in the space, with full autonomy to identify emerging areas of focus that define the ever-changing landscape.
An analytical mind. You get excited about diving into a large semi-structured dataset to understand key inflections and generate new ideas. Proficiency in managing/analyzing large data sets. SQL experience is strongly preferred.
A real map of the value chain. You know where the useful information sits in this industry - fab and test operations, equipment field service, OSAT, distribution, hyperscaler and colo procurement - and you know that the interesting answer is usually two steps upstream of the company being discussed.
You use AI for both speed and rigor. You understand that AI can be used to both accelerate your initial learning in a space and help you go deeper than you otherwise could have - pressure-testing ideas, automating the analyses you never had time for, and expanding what one analyst can rigorously cover.
You learn and iterate quickly. You’ll be working alongside accomplished professionals across research, product, and engineering. Pick up what they know and implement; impart what’s incremental onto them.

Responsibilities

Design the coverage from the ground up - deciding which markets and companies we track, which stakeholders across the value chain are worth interviewing, and what questions actually produce actionable forward-looking signal in this industry.
Leverage the company’s proprietary datasets to uncover insightful company and market trends across semiconductors, EDA, semi cap equipment, AI infrastructure, data centers, and technology hardware supply chains for investment funds and corporate clients.
Develop forward-looking analyses and uncover industry dynamics, key growth drivers, and demand shifts across themes including accelerator and custom silicon demand, node and foundry transitions, advanced packaging and HBM capacity, lead times and inventory positioning, and the power and land constraints shaping data center buildout.
Contribute thought leadership by creating high-impact content for our newsletter and client communications.
Clearly and effectively communicate actionable insights to clients and prospects through calls, webinars, and events.
Contribute domain expertise and research judgement to hone the fidelity of our first-to-market research methodology; partner with product and engineering teams on design to continue the creation of our best-in-class AI-native research platform.
Stay ahead of emerging trends, technologies, and innovators shaping the future of compute and connectivity - from advanced packaging and optical interconnect to LEO constellations and satellite hardware, and more.