💼 About This Role

You'll develop a data-backed view on AI compute demand and hardware architecture trends for Primary's Select team. Your work will directly influence live, high-stakes investment decisions and become an ongoing intelligence function for the firm.

🎯 What You'll Do

• Build models of hyperscaler capex deployment decisions.
• Track allocated megawatt capacity and hardware commitments.
• Analyze inference market inflection and architecture competition.
• Use AI tools for continuous data ingestion and synthesis.

📋 Requirements

• 5+ years in a research role covering AI infrastructure or semiconductors.
• Background in economics or quantitative field building complex models.
• Proficiency with AI-native research tools like Claude.
• Understanding of inference economics and hardware architectures.

✨ Nice to Have

• Buy-side or sell-side research experience.
• Experience with hyperscaler or semiconductor supply chain.

📨 Hiring Process

Estimated timeline: 2-3 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Case Study / Work Sample· 1 hour