Senior Analyst, Semiconductor Manufacturing Economics

TechInsights • Greenwood Village, CO

3d • Remote

About The Position

The Senior Analyst, Semiconductor Manufacturing Economics (SME) monitors publicly available financial releases and announcements from key semiconductor manufacturers and capital equipment companies, using that data to maintain and update the SME Company Analysis and Equipment Analysis spreadsheets. The analyst cross-correlates financial data against SME model results to validate and calibrate models across capacity, capital spending, depreciation, cost, and margin data. This is largely independent work performed under the close direction of the President of SME, with some interaction with other members of the SME team. Success in the first year is defined as taking full ownership of both models and getting them fully up-to-date and calibrated against SME model data.

Requirements

• Minimum of ten years working as an analyst at a financial or market research firm following the semiconductor industry and semiconductor capital equipment industry.
• An established network with contacts throughout the semiconductor and equipment industry.
• Excellent Excel and PowerPoint skills.
• Excellent analytical skills.
• Must be a self-starter capable of seeing complex projects through to completion with minimal supervision.
• Bachelor’s degree in business or economics.

Nice To Haves

• Chartered Financial Analyst certification is a plus.

Responsibilities

• Follow key semiconductor manufacturer announcements and financial releases (CXMT, Global Foundries, Intel, Kioxia, Micron Technology, Samsung, SK Hynix, SMIC, TSMC, YMTC)
• Follow key semiconductor capital equipment company announcements and financial releases (AMAT, Lam, KLA, ASML, TEL, etc.)
• Maintain SME Company Analysis and Equipment Analysis spreadsheets
• Assist the President and Director of SME in maintaining and updating the SME models
• Cross-correlate financial releases, SME model results, and the company models sheet to validate and calibrate models across capacity, capital spending, depreciation, cost, and margin data

Benefits

• Company-sponsored training and development opportunities
• Comprehensive benefits package (health, dental, vision, wellness, RRSP/401K Matching, annual fitness reimbursement)
• Flexible vacation policy
• Bring your own device program
• Community involvement opportunities through charitable alliances
• Wellness resources and support
• Inclusive environment that prioritizes diversity, equity, and accessibility
• High-growth company driven by high performance

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 101-250 employees