China Research Analyst

Job Summary

To support a growing analysis team, the full-time China Research Analyst will translate technical and market insights into financial assessments of China's semiconductor and AI ecosystem, while working remotely from Singapore or the United States.

Key responsibilities

• Translate proprietary technical work into quantitative and qualitative assessments of revenue, margins, and competitive positioning for China-based semiconductor and AI companies
• Publish concise, data-rich notes covering significant developments in China's semiconductor and AI sectors, including policy shifts and competitive dynamics
• Monitor industry events and regulatory filings to surface key catalysts and provide timely insights to clients

Required qualifications

• 1-5 years of experience in equity research, investment banking, strategy consulting, or a semiconductor industry role with a focus on China
• Strong understanding of the China semiconductor and AI hardware value chain
• Ability to analyze China-specific disclosures and translate them into financial assumptions
• Exceptional written communication skills, with a focus on data-driven analysis
• Demonstrated ability to build and defend financial models from limited disclosures