San Francisco, California, United States · Hybrid
Employment Type: Full-time Work Setting: In office preferred, hybrid considered Work Location: San Francisco or New York City preferred. We will consider candidates elsewhere in North American time zones. Work Hours: Off…
Skills: Financial modeling, Market research, Data analysis, Investment analysis, Commercial diligence
San Francisco, California, United States · Hybrid
Employment Type: Internship, fixed term Work Setting: In office preferred, hybrid considered Work Location: San Francisco or New York City preferred. We will consider candidates elsewhere in North American time zones. Wo…
Skills: Research, Data collection, Financial modeling, Spreadsheets, Accounting
San Francisco, California, United States · Hybrid
Employment Type: Full-time Work Setting: In office preferred, hybrid considered Work Location: San Francisco or New York City preferred. We will consider candidates elsewhere in North American time zones. Work Hours: Off…
Skills: Financial modeling, Data analysis, Market research, Spreadsheet modeling, Accounting
San Francisco, California, United States · On-site
Role Description We are looking to recruit an exceptional Engineering Technician to work on advanced electromechanical prototype systems. Key Responsibilities Assembly: Build, integrate, and modify complex electromechani…
Skills: Electromechanical prototyping, Soldering, Harness assembly, Crimping, Milling
San Francisco, California, United States · Remote OK
$140k–$170k/yr
About us: Braveheart Bio is a clinical-stage biopharmaceutical company focused on developing therapies for patients with hypertrophic cardiomyopathy (HCM) and other serious cardiovascular diseases. Our lead product candi…
Skills: Regional Study Management, Vendor Management, CRO Oversight, Site Selection, Regulatory Submission Review
San Francisco, California, United States · Remote OK
$119k–$190k/yr
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Skills: EU Clinical Trials Regulation, CTIS Submissions, CTA Preparation, Regulatory Affairs, Health Authority Interaction
San Francisco, California, United States · On-site
About Us: At Emendata, we help bridge the gap between data and the real world. We partner with organizations that have a social mission and help them tackle their problems using analytics. Our role in these partnerships …
Skills: Data Science, Statistical Methods, Machine Learning, Predictive Modeling, Anomaly Detection
San Francisco, California, United States · Hybrid
$300k–$320k/yr
About Anthropic Anthropic’s mission is to create reliable, interpretable, and steerable AI systems. We want AI to be safe and beneficial for our users and for society as a whole. Our team is a quickly growing group of co…
Skills: Red teaming, Offensive security, Cloud security, Kubernetes, Python
San Francisco, California, United States · On-site
$123k–$140k/yr
About Tia Tia is building a new model for women’s healthcare, one that treats women as whole people, not separate conditions or life stages. By integrating primary care, mental health, gynecology, dermatology, and wellne…
Skills: Primary care, Family medicine, Internal medicine, Women's health, Gynecology
San Francisco, California, United States · Hybrid
At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better wor…
Skills: Quantum computing, Cryptography, Quantum algorithms, Post-quantum cryptography, Quantum cybersecurity
San Francisco, California, United States · On-site
Close Concerns, a healthcare information company that advocates for people with diabetes and obesity, seeks undergraduate applicants for its prestigious two-year Associate Program, based in San Francisco. The Associate P…
Skills: Research, Writing, Editing, Synthesizing information, Critical thinking
San Francisco, California, United States · On-site
$129k–$189k/yr
Our SF studio, 100 people inside a 3,000-person global firm, is growing our life sciences, biotech, and advanced research pipeline and needs a Senior Technical Coordinator who treats lab planning and MEP coordination as …
Skills: Lab planning, MEP coordination, Technical coordination, Regulatory review, Quality control
San Francisco, California, United States · Hybrid
$200k–$265k/yr
About Anthropic Anthropic’s mission is to create reliable, interpretable, and steerable AI systems. We want AI to be safe and beneficial for our users and for society as a whole. Our team is a quickly growing group of co…
Skills: Customer Success, Technical Account Management, Life Sciences, Strategic Partnerships, Change Management
San Francisco, California, United States · Hybrid
$350k–$475k/yr
About Thinking Machines The mission of Thinking Machines is to build AI that extends human will and judgment. We are training frontier models with Inkling, developing Tinker to let people make models their own, and craft…
Skills: Python, Machine learning, Deep learning, PyTorch, TensorFlow
San Francisco, California, United States · On-site
$174k–$235k/yr
The Models, Quantum, & Silicon (MQS) Center for Quantum Computing (CQC) is a multi-disciplinary team of scientists, engineers, and technicians, on a mission to develop a fault-tolerant quantum computer. We are looking to…
Skills: HPC, AWS, Python, Golang, C++
San Francisco, California, United States · On-site
$150/hr–$400/hr
Job Type: Contract / Per-Diem Compensation: Pay is based on experience and paid on a per-visit basis. Pay for Travel is included. Job Overview We are seeking a skilled and compassionate Mobile Clinical Research Phlebotom…
Skills: Phlebotomy, Venipuncture, Specimen collection, Clinical research, Patient care
San Francisco, California, United States · On-site
The Speech Pathologist Per Diem (SP PD) reports to the Clinical Supervisor and provides both direct and indirect patient care services. The SP PD works primarily with adult and geriatric patients from diverse socioeconom…
Skills: Speech language pathology, Patient evaluation, Therapeutic intervention, Dysphagia assessment, Cognitive-linguistic therapy
San Francisco, California, United States · On-site
Who We Are Hyperbolic Labs is on a mission to democratize AI by breaking down the barriers to computing power with our Open-Access AI Cloud. By making better use of idle computing resources across the globe, we offer an …
Skills: Quantitative Research, Derivatives Pricing, Hedging, Dynamic Pricing, Python
San Francisco, California, United States · On-site
Join our dynamic, highly skilled Cardiothoracic (CT) Surgery inpatient APP team. The CT surgery service provides advanced surgical treatments, including coronary artery bypass grafting, aortic and mitral valve replacemen…
Skills: Cardiothoracic surgery, Critical care, Patient evaluation, Bedside procedures, Electronic medical record
San Francisco, California, United States · Hybrid
$100k–$198k/yr
Labcorp is a global leader in laboratory services, providing the insights and answers that help healthcare providers, patients, researchers, pharmaceutical companies and health systems make confident decisions and improv…
Skills: Python, Software Development, Relational Databases, Web Development, React
San Francisco, California, United States • Hybrid
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The analyst will lead research on GPU cloud providers, AI model developers, and AI compute economics by building financial models and developing research views. They will own company and sector research from initial inquiry through to publication or client presentation.
Candidates should have three or more years of experience in finance, consulting, or corporate strategy with strong financial modeling skills. The role requires the ability to analyze complex data, write clear research, and defend conclusions in professional discussions.
Employment Type: Full-time
Work Setting: In office preferred, hybrid considered
Work Location: San Francisco or New York City preferred. We will consider candidates elsewhere in North American time zones.
Work Hours: Office hours
Find out more here: https://semianalysis.com
About SemiAnalysis
SemiAnalysis 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 within one team, and a deep-rooted passion for delving into the intricacies.
We are a global team of analysts, each with extensive networks across the semiconductor supply chain and AI ecosystem, publishing industry shaping articles while participating in numerous conferences annually.
Our newsletters reach more than 200,000 subscribers worldwide, including senior management and c-suite leaders at the leading semiconductor and AI companies.
We also offer three core products:
Industry Models – we develop 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 government agencies.
Core Research – our public 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 strategic and investment decisions for the largest private equity funds, leading venture capital firms, companies across the AI ecosystem, and government agencies.
SemiAnalysis is expanding its coverage of neoclouds, neolabs, and AI tokenomics, and we are hiring senior analysts to lead it. You will research GPU cloud providers, AI model developers, and the economics of AI compute, build the financial models behind our conclusions, and develop research views that withstand detailed scrutiny.
This role suits candidates from finance or consulting who want to study the companies building and using AI. You will work with our technical staff to connect system performance and operating constraints to business results. You will own an assigned coverage area, and we welcome candidates with depth in one area and an interest in learning the others. There is no fixed number of openings; we are casting a wide net and hiring the strongest analysts we meet.
Coverage areas:
Neoclouds: GPU cloud providers, capacity deployments, rental pricing, customer contracts, financing, and returns on infrastructure investment.
Neolabs: Emerging AI model developers, their compute commitments, funding, products, revenue quality, and competitive position.
AI Tokenomics: The cost of producing and serving AI tokens, model pricing, application margins, adoption, and demand for compute. Tokenomics here refers to AI economics, not crypto.
The work you would be joining:
AI Cloud TCO Model – the ownership economics of buying accelerators and selling GPU compute.
AI Tokenomics Model – our demand-side model tying token throughput, pricing, and usage to accelerator demand.
ClusterMAX – our independent GPU cloud rating system, which our commercial work draws on.
Are Open Models Catching Up? – recent published research.
AI Value Capture: The Shift To Model Labs – recent published research on lab revenue and margins.
Own company and sector research from the initial question through publication or a client presentation.
Build and maintain financial models using explicit assumptions, documented sources, and downside cases.
Analyze GPU rental economics, utilization, capex, depreciation, financing costs, and contract terms.
Evaluate AI lab business models, compute spending, funding needs, and product economics.
Forecast AI demand from workload volumes, usage patterns, prices, and costs.
Interview company executives, customers, suppliers, and industry specialists, and check important claims against independent evidence.
Use ClusterMAX findings and other technical research to assess commercial implications, working with technical staff when interpreting benchmark results or reliability claims.
Write research that states a conclusion, explains the evidence, and identifies what remains unknown.
Lead client discussions, and review junior analysts’ models and written work.
Experience owning research, financial analysis, or commercial diligence in finance, consulting, corporate strategy, or a comparable role.
Typically three or more years of relevant experience. We assess demonstrated responsibility and work quality rather than a fixed tenure requirement.
Ability to build a financial model from incomplete data and explain its key assumptions.
Evidence of independent judgment, including a view you changed after finding contradictory evidence.
Clear writing, and the ability to defend a conclusion in a detailed discussion.
Interest in AI, and willingness to learn how technical constraints affect costs and business results.
Care with confidential information, and clear records of sources, estimates, and unresolved questions.
Proficiency in Excel or Google Sheets.
We do not require a particular school, employer, degree, or existing industry network. GPU cluster operations, CUDA, and production software engineering are outside this role, but we do expect you to learn AI infrastructure economics and to question technical claims.
Coverage of cloud software, digital infrastructure, semiconductors, or AI.
Credit analysis, project finance, or commercial diligence experience, which applies directly to this work.
Backgrounds in investment banking, equity research, asset management, private equity, venture capital, credit, management consulting, transaction advisory, corporate finance, or strategy. Independent researchers and career changers are welcome.
Python, SQL, and data collection skills are useful, though production coding experience is not required.
A CS or ML degree is not required. We welcome candidates who can demonstrate the required analytical skills through another field or through independent work.
You will own a coverage plan, the models behind your conclusions, and the quality of your published and client-facing work. You will also help junior analysts improve their research and modeling, and you will have the room to build a franchise in an area that is currently underserved by independent research.
SemiAnalysis LLC participates in the E-Verify program to confirm the employment eligibility of all newly hired 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=
Bridging the gap between business and the world's most important industry.
Bridging the gap between business and the worlds most important industry.
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