Research Analyst - Energy
Job description
An Energy Analyst role at an independent semiconductor and AI research firm, focused on analyzing how AI and datacenter growth is reshaping the American energy system. The analyst produces forward-looking research and briefings for institutional investors, energy companies, and infrastructure investors.
At a glance
- Employment
- Full-time · Employee (employment agreement)
- Work mode
- Remote · European time zone, Eastern time zone
What you'll do
- Analyze how GenAI and datacenter infrastructure are impacting the American energy system.
- Build on SemiAnalysis' industry-leading tracking of 150+ AI chips and 5,000+ datacenters to assess power demand and regional constraints.
- Research power plants, interconnection queues, utilities, IPPs, ISOs, and PUCs to understand how future AI datacenters are securing energy supply.
- Evaluate transmission constraints and their impact on utilities, grid operators, and electrical equipment suppliers.
- Contribute to SemiAnalysis' forward-looking research on batteries, solar, fuel cells, SMRs, and other technologies powering the future of AI.
- Produce high-impact research reports, forecasts, and briefings for institutional clients using public and proprietary data.
- Collaborate with semiconductor, datacenter, and AI infrastructure analysts to generate cross-sector insights.
- Support hedge funds, infrastructure investors, hyperscalers, and policymakers with bespoke energy and power market analysis.
- Present research findings to senior leadership teams and participate in client calls and conference presentations.
What we're looking for
- 2–5+ years of professional experience in equity research, energy analysis, investment research, or a related strategy role.
- Strong understanding of the U.S. power system, including generation, transmission, interconnection, utilities, IPPs, ISOs, and regulatory bodies.
- Experience analyzing energy markets, infrastructure investment, and grid constraints.
- Deep interest in how AI and compute infrastructure are transforming the energy landscape.
- Proven ability to synthesize complex technical, regulatory, and market data into actionable insights.
- Exceptional writing and presentation skills, with experience producing research reports, investment memos, or market primers.
- Proficiency in Excel.
- Ability to work independently in a fast-moving, globally distributed team.
- Candidates must be based in a European time zone or Eastern time zone.
Nice to have
- Experience with data visualization and/or scripting (Python, SQL, etc.).
Apply
About SemiAnalysis
An independent research and analysis firm specializing in the Semiconductor and AI industries
SemiAnalysis is an independent research and analysis firm specializing in the Semiconductor and AI industries. Its in-depth coverage spans the entire supply chain, from semiconductor fabrication processes to cutting-edge AI models, software, and infrastructure. It is a global team of over 50 analysts publishing industry-shaping articles and participating in 40+ conferences annually. Its newsletter reaches more than 200,000 subscribers worldwide, including senior management and c-suite leaders at leading semiconductor and AI companies.
Key facts
- over 50 analysts
- Semiconductor and AI research and analysis
- Newsletter reaches more than 200,000 subscribers worldwide
- Global team of over 50 analysts
- Participates in 40+ conferences annually
- Tracks 150+ AI chips and 5,000+ datacenters
- Offers Industry Models, Core Research, and Consulting and Technical Due Diligence products
- Works with hyperscalers, neoclouds, hedge funds, private equity funds, venture capital firms, and government agencies