The Role
Semis is a supply chain that telegraphs itself months in advance, and the people who see it first are inside it: foundry and OSAT contacts, VARs/distributors, EMS and ODM partners, procurement leads, and the engineers specifying the next design win. Lead times, bookings, wafer starts, channel inventory, pricing discipline, and capex intent all surface in those conversations long before they reach an earnings print. Speaking to these experts works, but it has traditionally been hard to scale - language barriers emerge, scheduling and costs become prohibitive. Qualitate has solved that in several other sectors, and semis is up next.
We're seeking an analyst who knows which questions matter, which signals are real, and how to turn a live stream of frontline conversations into research that drives markets. Reporting to the Director of Research, you'll shape the semis roadmap, decide what we cover and when, and publish the insights that establish this coverage. You'll be in front of investors and corporate teams, accountable for the quality of the research and the reputation of Qualitate's semis franchise.
What the day-to-day looks like:
• Design the coverage from the ground up - deciding which markets and companies we track, which stakeholders across the value chain are worth interviewing, and what questions actually produce actionable forward-looking signal in this industry.
• Leverage the company's proprietary datasets to uncover insightful company and market trends across semiconductors, EDA, semi cap equipment, AI infrastructure, data centers, and technology hardware supply chains for investment funds and corporate clients.
• Develop forward-looking analyses and uncover industry dynamics, key growth drivers, and demand shifts across themes including accelerator and custom silicon demand, node and foundry transitions, advanced packaging and HBM capacity, lead times and inventory positioning, and the power and land constraints shaping data center buildout.
• Contribute thought leadership by creating high-impact content for our newsletter and client communications.
• Clearly and effectively communicate actionable insights to clients and prospects through calls, webinars, and events.
• Contribute domain expertise and research judgement to hone the fidelity of our first-to-market research methodology; partner with product and engineering teams on design to continue the creation of our best-in-class AI-native research platform.
• Stay ahead of emerging trends, technologies, and innovators shaping the future of compute and connectivity - from advanced packaging and optical interconnect to LEO constellations and satellite hardware, and more.
Who This Role Is For
• 4+ years professional experience in data-driven research creation. Equity research, financial analysis, market research, and/or consulting roles.
• You understand the fundamental research workflow. How funds source ideas and build conviction through data and primary research. You can articulate how Qualitate fits into that process in the terms buyers actually care about. You know which metrics matter to semiconductor and hardware investment decisions - utilization, bookings and lead times, inventory in the channel, and how each of these compares to the consensus opinion.
• In-depth knowledge of key Semiconductor & Hardware sectors including Semiconductors, EDA, Foundry and Advanced Packaging, Semi Cap Equipment, Data Centers & Supply Chains, Networking and Compute Hardware, and emerging fields.
• You communicate your ideas clearly. Long-form and short-form writing expertise required - you must be able to synthesize data into digestible, forward-looking insights. You should feel comfortable talking to investors and corporate strategy clients as an authority on semiconductors and technology hardware.
• You experiment heavily with AI. You're constantly testing and refining AI tools and agents as they ship, and build them into your daily workflows - automating pieces of your own job to drive higher productivity - and sharing learnings with your team.
What Sets You Apart
• A strong sense of ownership. Our proprietary methodology has been applied to several industries; you'll lead the extension to Semiconductors & Technology Hardware. You'll define what we collect, from whom, and how often - then turn that into a market-defining research product that clients pay for. You'll have full ownership over our coverage strategy and research direction in the space, with full autonomy to identify emerging areas of focus that define the ever-changing landscape.
• An analytical mind. You get excited about diving into a large semi-structured dataset to understand key inflections and generate new ideas. Proficiency in managing/analyzing large data sets. SQL experience is strongly preferred.
• A real map of the value chain. You know where the useful information sits in this industry - fab and test operations, equipment field service, OSAT, distribution, hyperscaler and colo procurement - and you know that the interesting answer is usually two steps upstream of the company being discussed.
• You use AI for both speed and rigor. You understand that AI can be used to both accelerate your initial learning in a space and help you go deeper than you otherwise could have - pressure-testing ideas, automating the analyses you never had time for, and expanding what one analyst can rigorously cover.
• You learn and iterate quickly. You'll be working alongside accomplished professionals across research, product, and engineering. Pick up what they know and implement; impart what's incremental onto them.
Compensation & Benefits
• Base salary: $140k-$200k
• Bonus: Variable dependent on achievement of goals at the company level, team level, and individual level
• Equity: Meaningful early-stage grant with upside tied to company growth
• Benefits: Health coverage, flexible PTO, paid holidays
• Location: Full-time, in-person in New York City
What to expect working at Qualitate
• Excellence. You'll be held accountable to an exceptionally high bar and impact.
• High velocity. Fast paced work environment in terms of growth, decision making, and time to impact.
• High agency. Ownership over how you work, not just what you work on. We hire people we trust to figure it out.
• A builder's mindset. You'll create the processes, playbooks, and systems that define how this company scales.
• Shared ambition. A small, early team disrupting the multi-billion dollar market research industry with AI.
• Joy. We work hard and genuinely enjoy working with each other. Dedication to our work is matched only by our passion for fostering an enjoyable, collaborative work environment.
