Build and support reliable dashboards for AI infrastructure and financial models, including TCO, tokenomics, and compute capital models. Responsibilities include implementing features, loading model releases, validating data, developing accuracy checks, collaborating with analysts, creating charts and explanations, answering client questions, and contributing to research newsletters. The role requires strong Python or TypeScript skills, software engineering experience, numerical accuracy, and effective use of AI coding agents.

Conduct China-focused semiconductor and AI supply-chain research, produce data-rich equity notes and weekly coverage, build bottoms-up financial models for Chinese foundries, fabless designers, memory and equipment firms, monitor disclosures and policy, engage industry contacts, and support institutional clients with timely analysis.