Research Analyst - Industrials
New
S
SemiAnalysisInvestment Research
Canada, France, Germany, United Kingdom, United States, European time zone or Eastern time zone (EST)Full-TimeMiddle
Salary not disclosed
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Job Details
- Languages
- English
- Experience
- 2–5 years
- Required Skills
- PythonSQLMicrosoft ExcelData visualization
Requirements
- 2–5+ years of professional experience in equity research, investment analysis, or a strategy role covering industrials, utilities, or energy sectors.
- Strong grasp of financial modeling and valuation techniques.
- Deep interest in how AI and compute infrastructure are transforming traditional industries.
- Proven ability to synthesize complex data into actionable insights and communicate them clearly to diverse audiences.
- Exceptional writing and presentation skills, with experience crafting investment memos, deep-dive reports, or market primers.
- Proficiency in Excel and experience with data visualization and/or scripting (Python, SQL, etc.) is a plus.
- Ability to work independently in a fast-moving, globally distributed team.
- Fluency in English; additional European languages are a plus.
- Located in a European time zone or Eastern time zone (EST) (required).
Responsibilities
- Lead research and analysis across the power grid, utilities, and industrial infrastructure sectors as they relate to AI and datacenter expansion.
- Produce high-impact research reports, forecasts, and briefings for clients, drawing on both public and proprietary data.
- Track and evaluate developments in transmission and distribution investment, regulatory changes, equipment supply chains, and the broader capex cycle.
- Assess how AI infrastructure demand is reshaping utilities, EPCs, and electrical equipment manufacturers across regions.
- Collaborate closely with semiconductor, datacenter, and AI infrastructure analysts to generate cross-sector insights.
- Support clients including hedge funds, infrastructure investors, hyperscalers, and policymakers with bespoke insights and thematic research.
- Present research findings to senior leadership teams and engage in client calls and conference presentations.
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