Research Analyst, Robotics

SemiAnalysis • New York City, NY

7d • Onsite

About The Position

SemiAnalysis is seeking an experienced and driven Robotics Analyst to join its global team. This role will focus on analyzing the frontier of robot learning, supply chain complexities, the commercialization of robotic systems, and their impact on global logistics and manufacturing. The analyst will lead and contribute to forward-looking research for major asset managers, technology firms, and industrial companies. Key activities include identifying emerging trends in robotics adoption, assessing hardware and software innovation, and mapping capital flows within automation ecosystems. The insights generated will inform strategic decisions for the next generation of intelligent manufacturing and industrial automation.

Requirements

• Bachelor's Degree in Robotics, Mechanical Engineering, Electrical Engineering, Computer Science, or a related field.
• 2–5+ years of experience in equity research, investment analysis, strategy consulting, or R&D within robotics, automation, or industrial technology.
• Strong understanding of physical AI, robotics hardware and supply chains, and market dynamics (e.g., form factors, application-specific nuances, and industrial integration).
• Proven ability to translate technical and market data into actionable insights.
• Excellent writing, presentation, and communication skills — capable of producing investment memos, deep-dive reports, and technical primers.
• Proficiency in Excel and familiarity with scripting or data tools (Python, SQL, MATLAB, etc.) is a plus.
• Self-driven, intellectually curious, and able to work independently in a fast-paced, global environment.

Nice To Haves

• Master’s degree (PhD preferred) in engineering, robotics, computer science, or a related technical field.
• Strong understanding of the robotics and automation landscape — from component supply chains to system integration and software control — is essential.

Responsibilities

• Lead research and analysis on learning methods, data mixtures and training "recipes," model architectures, supply chain tracking, and applications.
• Produce high-impact research reports, forecasts, and technical briefings for clients, leveraging both public and proprietary data.
• Track and evaluate developments across key areas such as mobile manipulators, quadrupeds, industrial robots, cobots, and self-driving vehicles.
• Assess how advances in AI, edge compute, data collection, and simulation are transforming automation capabilities and market structures.
• Collaborate with semiconductor, AI infrastructure, and industrial technology analysts to develop cross-sector insights.
• Support clients including investors, OEMs, automation providers, and policy stakeholders with bespoke insights and thematic research.
• Present findings to senior executives and clients through reports, calls, and conference presentations.

Benefits

• Access to proprietary datasets
• Exposure to real-world commercialization and deployment trends
• Experience working with investors, OEMs, automation providers, and policy stakeholders
• Opportunities for professional development and thought leadership
• Cross-sector collaboration with experts in semiconductors, AI infrastructure, and industrial technologies

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level