Senior Research Analyst
Senior Research Analyst
Posted yesterday
SENIORITY
Lead
About the role
- Own your coverage. Cover the robotics value chain in depth: market maps, addressable market and adoption forecasts, technology roadmaps, competitive dynamics, and the underwriting frameworks behind our positions.
- Set the research standard. Establish the methods, sourcing, and review disciplines of an institutional research process.
- Publish RoboStrategy Insights. Produce the firm’s public research: whitepapers, thematic notes, market maps, and data-driven analysis that set the standard for how the sector is understood.
- Engage externally where it fits. Present our research to investors and, where it suits your strengths, to media, podcasts, and industry conferences. An appetite for building a public profile is welcome, though not a requirement of the role.
- Support investment diligence. Contribute technical and market diligence on prospective private and public investments, and bring an independent research perspective to investment discussions.
- Enable our growth. Equip our sales effort with the research allocators require, and participate in investor meetings where research depth is decisive.
- Work within a public-market framework. Partner with compliance and legal so published research meets the standards applicable to a listed fund. Core Qualifications
- 3+ years producing analytical work of professional standard. This may come from research at an asset manager, independent research firm, or sell-side institution, but equally from robotics, supply chain, product, or engineering roles, or from independent writing.
- An exceptional portfolio of published work counts as experience. If your writing demonstrates the calibre of insight we are looking for, we will weigh it accordingly.
- Demonstrable domain expertise in robotics, automation, or adjacent frontier technology, with the technical depth to evaluate hardware, software, and systems credibly.
- A published body of work we can read. We are looking for original insight that matters to investors and technologists alike, and forecasting judgment you are willing to be measured on, rather than a summary of consensus.
- Strong quantitative and modeling capability, including market sizing, adoption curves, unit economics, and long-horizon forecasting.
- Experience presenting research to sophisticated audiences such as institutional investors, investment committees, or industry forums.
- Excellent written communication, with the ability to make technically complex subjects clear without diluting the substance.
- A technical or engineering background, or equivalent demonstrated fluency, is an advantage.
- An established public profile through media, conferences, or widely read commentary is an advantage, not a requirement.
- A first-principles thinker who forms independent, well-reasoned views and is prepared to defend them publicly.
- Shares our conviction that robotics will be one of the defining investment themes of the coming decades, with a long-horizon view of how the category develops.
- Non-traditional paths into research are welcome. What matters is the quality of your thinking and your written work.
- Comfortable representing the firm externally where appropriate, with the judgment a listed investment vehicle requires.
- Effective in a lean organization: happy to produce the work directly rather than direct others to do it.
- Proactive in applying AI to research, modeling and publication, and in finding new ways to put it to work, consistent with our AI-first approach. Logistics
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
