Financial Sector Analyst

We're growing our Data Center Strategy team and are looking for someone who thinks like an investor.If you have experience as a Financial Analyst, Equity Research Analyst, or Sector Analyst covering Technology, Hyperscalers, AI Infrastructure, Semiconductors, or Digital Infrastructure, we'd love to connect.
What we're looking for:Experience in hedge funds, asset management, equity research, investment banking, or strategy consulting with a focus on technology.Strong understanding of the hyperscaler ecosystem (AWS, Microsoft Azure, Google Cloud, Meta, Oracle, etc.).Ability to analyze company financials, capital expenditure trends, earnings calls, and investment strategies.Experience building financial models and developing market insights around AI infrastructure, cloud, networking, and data center investments.Excellent communication skills with the ability to translate complex market dynamics into actionable business insights.
What you'll do:Track and forecast hyperscaler and enterprise data center demand.Analyze AI infrastructure investments, cloud expansion, and capacity trends.Produce market intelligence on data center supply, power, networking, GPUs, and emerging technologies.Partner with internal stakeholders to support strategic planning and investment decisions.
This is an opportunity to combine public market investing discipline with real-world data center strategy, helping shape decisions in one of the fastest-growing sectors in technology.