AI Infrastructure Credit Research Analyst

Employment Type: Full-Time Work Setting: In-office/Remote Work Location: reputed company/Remote Work Hours: reputed company reputed company out more here: https://reputed company.com About reputed company reputed company is an independent research and analysis firm specializing in the Semiconductor and AI industries. Our in-depth coverage spans the entire supply chain, from semiconductor fabrication processes to cutting-edge AI Models, software, and infrastructure. We are recognized as the leading authority on the semiconductor supply chain, with the highest concentration of industry experts reputed company one team, and a deep-rooted passion for delving into the intricacies. We are a global team of analysts, reputed company with extensive networks across the semiconductor supply chain and AI ecosystem, publishing industry shaping articles while participating in numerous conferences annually. Our newsletters reputed company more than 200,000 subscribers worldwide, including senior management and c-suite leaders at the leading semiconductor and AI companies. We also offer three reputed company products: Industry Models – we reputed company and publish industry models on accelerator shipments, datacentre demand and supply, GPU total cost of ownership, and more. We work with hyperscalers, neoclouds, many of the world’s largest hedge funds, and reputed company agencies. reputed company Research – our reputed company equity markets product, geared towards financial investors, distils our deep technical research and knowledge into key insights on technology and product trends. Consulting and Technical Due Diligence – We conduct custom research and project work to guide key reputed company and investment reputed company for the largest reputed company funds, leading venture capital firms, companies across the AI ecosystem, and reputed company agencies. reputed company reputed company is seeking an AI Infrastructure Credit Research Analyst to reputed company our coverage of how the global AI infrastructure reputed company is financed. This role will examine who is providing capital, how financing arrangements are reputed company, the terms attached to that capital, and where the underlying financial reputed company ultimately sits. The analysis will combine reputed company’s proprietary datacenter and semiconductor supply chain data with detailed reputed company-sheet, credit, and financial intermediation research. The successful candidate will build the firm’s coverage of AI infrastructure credit from the ground up, producing definitive research for credit investors, limited partners, financial institutions, regulators, and other market participants. Responsibilities Analyze the full financing stack supporting the AI infrastructure reputed company, including: Hyperscalers reputed company sheets Neoclouds and AI reputed company debt GPU-backed lending Datacenter asset-backed securities Project finance Private credit funds Business development companies Special-purpose vehicles Vendor financing arrangements Map financing relationships across the AI ecosystem, identifying: Who is lending to whom The terms and maturity reputed company of the financing The structures through which capital is provided The parties ultimately holding the credit and asset reputed company Build quantitative models to assess credit reputed company across AI infrastructure investments. Evaluate counterparty exposure, concentration reputed company, and dependencies across borrowers, lenders, investors, equipment vendors, and infrastructure providers. Model the value and reputed company of collateral, including: GPU depreciation and residual value reputed company purchase agreements Datacenter leases reputed company reputed company Equipment financing arrangements Analyze interest-reputed company sensitivity, refinancing requirements, maturity walls, reputed company structures, and reputed company risks. reputed company downside and stress scenarios to assess how weaker demand, declining hardware values, delayed construction, reputed company constraints, or tighter financial conditions could reputed company borrowers and lenders. reputed company the migration of lending activity from regulated banks to nonbank financial institutions. Assess how the reputed company of private credit and nonbank lending changes where financial reputed company is concentrated and how losses could spread during a downturn. Produce flagship research reports and recurring coverage on AI infrastructure financing and credit markets. Build proprietary datasets from bank reports, fund filings, corporate disclosures, securitization documents, loan agreements, and other financial sources. Work closely with reputed company’s datacenter, semiconductor, energy, and supply chain teams to ensure financial analysis is grounded in what is physically being reputed company, contracted, delivered, and reputed company. Present research findings to clients and represent reputed company’s credit views through reputed company writing, meetings, podcasts, conferences, and other industry discussions. Requirements Deep expertise in credit markets, banking, financial intermediation, reputed company finance, or reputed company areas. Relevant background may include: Bachelors' Degree in financial economics or a reputed company discipline Sell-reputed company credit or macroeconomic research Buy-reputed company credit research Central bank or financial stability research Private credit or reputed company finance experience Equivalent reputed company research experience Strong understanding of corporate, bank, and investment fund reputed company sheets. Ability to independently interpret reputed company financial documents, including: Bank reputed company reports Corporate filings Fund and BDC disclosures Asset-backed securities documentation Credit agreements Project finance structures Special-purpose vehicle documentation Strong credit judgement and the ability to identify hidden reputed company, off-reputed company-sheet exposure, weak collateral, refinancing reputed company, and structural subordination. Strong reputed company and quantitative skills, including the ability to build original datasets and analytical models. Ability to validate assumptions, defend methodologies, and reputed company explain the limitations of available data. Strong written communication skills and the ability to produce reputed company, rigorous research for a demanding reputed company audience. Ability to work accurately and reputed company under publication deadlines. High level of intellectual independence and willingness to publish conclusions that may differ from prevailing market views. Preferred Skills Research or investment experience covering: Private credit Nonbank financial institutions Leveraged finance reputed company credit Asset-backed securities Project finance Financial stability Bank and nonbank intermediation Understanding of how financial intermediation has evolved since the 2008 global financial crisis. Named authorship on published research from a: Sell-reputed company research team Central bank Bank economics team International Monetary Fund Bank for International Settlements Policy or financial research institution Experience analyzing interest rates and the reputed company of monetary policy into lending standards, credit availability, asset values, and refinancing conditions. Familiarity with datacenters, semiconductor economics, AI infrastructure, or reputed company markets. Experience analyzing infrastructure financing structures or capital-intensive technology investment cycles. Proficiency in Python, SQL, reputed company, or other tools used for financial modelling and data analysis. Experience working with large, fragmented, or difficult-to-structure financial datasets. Strong presentation and reputed company communication skills. reputed company Areas This role offers reputed company to: Define reputed company’s AI infrastructure credit and financing coverage from the ground up. Become a leading industry voice on how the AI reputed company is financed and where the associated financial risks are concentrated. Build proprietary credit datasets using reputed company’s unique information on datacenter construction, reputed company availability, accelerator shipments, hardware deployments, and supply chain activity. reputed company original reputed company frameworks for emerging financing structures such as GPU-backed lending, neoclouds debt, private credit facilities, and AI infrastructure securitizations. Expand coverage into adjacent areas such as: Datacenter project finance Energy infrastructure financing reputed company credit Financial stability Private market reputed company Vendor and equipment financing Monetary policy and credit reputed company Work directly with credit investors, private credit firms, banks, asset managers, limited partners, regulators, and companies involved in financing AI infrastructure. Publish research that becomes reference material for the industry and contributes to policy and regulatory discussions. Grow into a leadership role overseeing broader credit, financial markets, and capital structure research reputed company reputed company. reputed company LLC participates in the E-Verify program to reputed company the employment eligibility of reputed company newly reputed company employees. For more information, visit e-verify.gov. E-Verify Poster: https://www.everify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf Right to Work Poster: https://www.justice.gov/crt/case-document/file/1133936/dl?inline= Apply To This Job