Industrials and Utilities Analyst (AI Infrastructure)

Location: Remote from a European time zone or Eastern time zone (EST); office hours required

Company

Independent research and analysis firm covering the semiconductor, AI, datacenter, infrastructure, and industrial sectors.

What you will do

• Lead research across power grids, utilities, industrial infrastructure, and AI-driven datacenter expansion.
• Produce research reports, forecasts, client briefings, and thematic analysis using public and proprietary data.
• Evaluate transmission and distribution investment, regulatory changes, equipment supply chains, and capital expenditure cycles.
• Assess how AI infrastructure demand is reshaping utilities, EPCs, and electrical equipment manufacturers.
• Collaborate with semiconductor, datacenter, and AI infrastructure analysts on cross-sector insights.
• Present findings to senior leadership, institutional investors, clients, and conference audiences.

Requirements

• Must be located in a European time zone or Eastern time zone (EST).
• 2–5+ years of experience in equity research, investment analysis, or strategy covering industrials, utilities, or energy.
• Strong financial modeling and valuation skills.
• Ability to synthesize complex data into actionable insights and communicate clearly.
• Exceptional writing and presentation skills, including investment memos, deep-dive reports, or market primers.
• Fluency in English is required.

Nice to have

• Proficiency in Excel and experience with Python, SQL, data visualization, or scripting.
• Additional European languages.
• Experience with power systems, grid infrastructure, energy markets, renewable energy integration, energy storage, or grid modernization.

Culture & Benefits

• Full-time remote work within the specified European or Eastern time zones.
• Work with senior analysts and decision-makers across financial markets, hyperscalers, energy companies, infrastructure providers, and governments.
• Collaborative, flat, fast-paced, and globally distributed working environment.
• Opportunity to develop expertise in AI-driven electricity demand, infrastructure markets, financial modeling, and client advisory.
• Potential progression toward a senior analyst or lead role with ownership of sector coverage and research direction.