Remote Part‑Time AI Infrastructure Analyst / Industry Expert

About the role

This role supports the creation of an investment fund focused on companies that address physical bottlenecks in AI infrastructure, such as advanced packaging, memory, and data‑center power and cooling.

Key responsibilities

• Research and assess listed companies in your area of expertise
• Judge which constraints are structural and which will be resolved by investment
• Evaluate opportunities and risks (customer concentration, capacity, cyclicality, geopolitics)
• Propose positions and monitor investment theses
• Contribute to expert discussions with the team

Required profile

• Professional analyst qualification (CFA or equivalent) or at least 10 years of industry experience in semiconductors, packaging, memory, substrates, materials, optics, equipment or data‑center infrastructure
• Good understanding of the AI supply chain
• Independent and structured way of working
• Fluent English

What we offer

• Build‑up role in an expert team with direct access to the founders and ability to shape strategy
• Performance‑based compensation through fee participation, no fixed salary
• Flexible time allocation and flat structures