Senior Industry Analyst - Robotics Job at SBT, San Francisco, CA

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  • SBT
  • San Francisco, CA

Job Description

Job Description

SBT is the exclusive executive recruiting firm for this confidential position.

This confidential company is an independent research firm focused on the semiconductor, artificial intelligence, and robotics sectors. Their work spans the entire technology stack, from hardware and manufacturing processes to advanced AI models and infrastructure.

The team is composed of deep technical experts and market analysts whose insights shape strategy for leading global industry and policy stakeholders. They offer a collaborative, fast-paced environment where analysts directly influence high-impact research in rapidly evolving technology markets.

This is a rare opportunity to make a lasting impact on the future of Physical AI, joining a team that’s redefining how robotics innovation is understood, financed, and deployed worldwide.

Role

  • Lead research and analysis across a broad range of robotics topics — not just humanoid form factors, but intelligent systems spanning industrial, manufacturing, and logistics applications.
  • Develop and publish high-impact research reports, forecasts, and technical briefings leveraging both public and proprietary data sources.
  • Track and evaluate key developments in industrial robotics, cobots, autonomous systems, and control software.
  • Assess how advances in AI, sensors, edge computing, and simulation are reshaping automation capabilities and market structures.
  • Collaborate across disciplines with semiconductor, AI infrastructure, and industrial technology analysts to develop cross-sector insights.
  • Support diverse clients — including investors, OEMs, automation providers, and policymakers — with thematic and bespoke analysis.
  • Present findings to senior executives and clients through reports, calls, and conference presentations.

Qualifications

  • Bachelor’s degree in Robotics, Mechanical/Electrical Engineering, Computer Science, or a related technical field.
  • 3–5+ years of experience in equity research, investment analysis, strategy consulting, or R&D within robotics, automation, or industrial technology.
  • Strong understanding of robotics hardware, software stacks, and market dynamics (e.g., manipulators, vision systems, motion control, and system integration).
  • Proven ability to translate technical and market data into actionable insights.
  • Excellent writing, presentation, and communication skills, capable of producing deep-dive reports and technical primers.
  • A portfolio of non-confidential client briefings and/or public-domain reports is highly desirable. Self-authored technical work (e.g., Medium, Substack, or Reddit analyses) will also be considered.
  • Proficiency in Excel; familiarity with Python, SQL, MATLAB, or similar tools is a plus.
  • Self-driven, intellectually curious, and able to thrive in a fast-paced, global environment.

Job Tags

Worldwide,

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