Total 2 job vacancies by Semianalysis Private Limited

Position Overview

We are seeking a highly experienced and commercially minded Analyst to join our Singapore-based team.

This individual will take end-to-end ownership of Industry Models, driving their development, refinement, and commercialization. You will work closely with the Director of Research to shape our research agenda, lead high-impact analysis, and directly influence client-facing outputs across our research and consulting business.

Beyond model ownership, you will serve as a thought partner to clients and internal stakeholders, contributing to strategic insights across semiconductors, AI infrastructure, and adjacent sectors. You will also represent the firm at industry conferences across APAC, strengthening our market presence and network.

This role offers direct authorship of research publications, with visibility across global institutional clients and industry leaders.

The role is full-time and based in Singapore.

Key Responsibilities

• Own and lead the development of Industry Models, including architecture design, assumptions framework, and continuous updates based on market developments
• Drive deep fundamental research across the semiconductor and AI ecosystem (e.g., foundries, hyperscalers, accelerators, datacenters, supply chain dynamics)
• Translate complex technical and financial data into clear, actionable insights for clients
• Lead financial modeling efforts, including advanced three-statement models, scenario analysis, and forward-looking projections
• Actively track and interpret earnings calls, product launches, regulatory developments, and competitive positioning
• Produce high-quality research reports, whitepapers, and client deliverables, with increasing ownership of narrative and thesis development
• Contribute to and author published articles/newsletters, establishing thought leadership and market voice
• Engage directly with clients through presentations, discussions, and consulting engagements
• Represent the firm at industry events, conferences, and expert networks across Singapore and the broader APAC region
• Mentor junior analysts and contribute to building internal research capabilities and frameworks

Qualifications

• 5–8 years of relevant experience in equity research, investment banking, private equity, or buy-side roles (technology, semiconductors, or AI coverage strongly preferred)
• Proven track record of independently leading research coverage or investment theses
• Strong domain expertise in the semiconductor value chain, AI infrastructure, or related deep-tech sectors
• Advanced proficiency in financial modeling, including three-statement models, forecasting, and scenario analysis
• Exceptional ability to synthesize technical, financial, and market data into coherent insights
• High proficiency in Excel; working knowledge of Python or data analysis tools is a strong advantage
• Strong communication skills, with experience presenting to senior stakeholders or clients
• Demonstrated ability to operate in a fast-paced, high-autonomy environment
• High level of intellectual curiosity, commercial awareness, and attention to detail
• Bachelor’s degree in Business, Finance, Engineering, Computer Science, or a related field (advanced degrees are a plus)
• Fluency in English is required; additional Asian language capabilities are advantageous

Position Overview

• We are seeking a highly motivated and skilled Research Analyst to join our team.

• The Research Analyst will play a crucial role in developing and publishing our Industry Models.

• You'll work directly with our Director of Research to develop and launch our latest industry model and continue to play a significant role in maintaining and sharing regular updates to our clients.

• In addition to your core work on Industry Models, you will represent SemiAnalysis at various industry conferences and events in both Singapore and broader APAC.

• You will also play a role in writing and preparing our newsletter articles for publishing, with the opportunity for direct authorship recognition.

• The role will be full-time, based in Singapore.

Responsibilities

• Conduct detailed financial analysis and modeling to support our various products, research reports and consulting projects.

• Perform in-depth research on the semiconductor and AI industries, including market trends, technological advancements, and competitive landscapes.

• Follow earnings, news releases, important product trends and technological developments related to coverage industries and companies.

• Assist in the preparation of research reports, presentations, and other deliverables for clients.

Requirements

• 1-5 years of prior work experience in equities research, investment banking or the buy-side.

• Undergraduate degree in Business, Finance, Engineering, Computer Science or other relevant technical field.

• Experience covering companies and technologies in the semiconductor supply chain.

• Demonstrated experience with financial modeling and analysis. Must be proficient in three-statement financial modeling.

• Strong research skills and the ability to synthesize information from various sources to draw insights.

• Proficiency with Excel and financial modeling is essential. Familiarity with Python or other relevant software is preferred. Experience with PowerPoint or other presentation software is highly preferred.

• Excellent written and verbal communication skills, with the ability to convey complex ideas effectively.

• Proactive, self-motivated, and capable of working independently in an international work environment.

• Demonstrates the highest degree of integrity and transparency.

• Proficiency in English is a must; additional languages are a plus.