Equity Research Analyst (Semiconductors)

Project

Work done for a product or program.

• Build earnings and revenue models for covered chip companies
• Host management meetings and investor calls
• Analyse export-control and subsidy impact on coverage
• Monitor supply-chain data from foundries, OSATs and equipment makers

Function

Work that keeps the discipline running: methods, tools, suppliers and people.

• Track capacity, inventory, pricing and design-win signals
• Publish initiation, earnings and thematic research notes
• Compare node, packaging and memory roadmaps across vendors

Project

1. Produce and hand over the role's key deliverables
   • Financial models
   • Research reports
   • Industry channel checks
   • Investor briefings
2. Support programsGeneral
   • Agree what each program needs
   • Deliver in time for milestones
3. Manage issuesGeneral
   • Track requests to closure
   • Escalate risks

Function

1. Run the functionGeneral
   • Maintain policies and processes
   • Keep records and controls
2. ImproveGeneral
   • Report performance
   • Lead improvement work