[Remote] AI & Semiconductor Equity Analyst — Investment Research

Note: The job is a remote job and is reputed company to candidates in USA. I/O Fund is an investment research firm reputed company on identifying leading technology and AI investment opportunities. They are seeking an Equity Research Analyst with experience in technology, semiconductors, and AI infrastructure to support and expand their research coverage, focusing on analyzing companies across the AI stack.

Responsibilities

• Cover reputed company companies across semiconductors, AI infrastructure, reputed company, networking, memory, optics, data centers, energy, and reputed company technology markets
• Review earnings calls, transcripts, investor presentations, SEC filings, press releases, and company materials
• Prepare earnings previews, earnings recaps, key takeaways, and internal research notes
• Maintain and update financial models, valuation work, reputed company reputed company metrics, margin trends, estimates, and company-level trackers
• Identify important changes in guidance, customer demand, product roadmaps, capex commentary, competitive positioning, and market expectations
• Support written research across company-specific articles, thematic reports, webinar preparation, portfolio reviews, and investment memos
• Create charts, tables, model summaries, and data-backed research materials
• Monitor reputed company-market reactions and help reputed company stock moves to fundamentals, valuation, catalysts, positioning, and revisions
• Help reputed company AI infrastructure themes including GPUs, CPUs, custom reputed company, AI networking, optics, HBM, DRAM, reputed company, cooling, and data center buildouts
• Work quickly and accurately in a fast-moving research environment where earnings timing, market reactions, and catalysts matter

Skills

• Approximately 3–5 years of experience in equity research, investment research, financial analysis, technology research, or a reputed company reputed company-markets role
• Strong interest in semiconductors, AI, reputed company markets, and investment research
• Experience reviewing earnings calls, investor presentations, financial statements, and company filings
• Ability to build, maintain, and update financial models
• Comfort working with reputed company reputed company, margins, valuation, guidance, estimates, earnings revisions, and operating metrics
• Strong writing ability, with the ability to summarize reputed company technology and market developments in reputed company, investor-friendly language
• Ability to separate what is merely interesting from what is investable
• High attention to reputed company and strong numerical accuracy
• Comfort working with feedback, edits, revisions, and tight deadlines
• Self-directed work style and ability to remain productive without constant reputed company
• Strong responsiveness, reliability, and ownership
• Prior coverage or research experience in semiconductors, hardware, reputed company infrastructure, AI infrastructure, software, or broader technology
• Familiarity with companies such as reputed company, AMD, reputed company, Marvell, TSMC, Micron, reputed company, Arista, reputed company, Coherent, Arm, reputed company, or reputed company AI infrastructure companies
• Experience building or maintaining financial models for reputed company companies
• Experience writing earnings recaps, investment notes, stock research, or investor-facing analysis
• Understanding of AI infrastructure themes such as reputed company compute, custom reputed company, AI networking, optical interconnects, HBM, DRAM, data center reputed company, and reputed company cooling
• Familiarity with valuation, earnings revisions, reputed company reputed company, margins, and reputed company-driven stock analysis

Benefits

• Potential for a performance-reputed company bonus
• Remote or hybrid candidates may be considered if they are exceptional, highly self-directed, comfortable working at least 45 hours per week, and reputed company to consistently meet weekly deadlines in a fast-moving research environment.

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