Description

Responsibilities

• Work closely with Portfolio Managers and other team members to share insights, generate investment ideas, and refine investment and research processes;
• Conduct in-depth fundamental analysis of companies across various industries and geographies, primarily focus on Greater China and USA market;
• Analyze financial statements, industry trends, competitive dynamics, and macroeconomic factors to identify potential investment opportunities;
• Build and maintain detailed financial models to forecast company performance (e.g., Income Statement, Balance Sheet, Cash Flow Statement, and Valuation Metrics);
• Monitor existing portfolio positions and recommend adjustments based on updated research or market developments;
• Handle client inquiries and perform operational duties;
• Prepare internal/external periodical / ad hoc reports or presentation materials;
• Assist in other related ad hoc work.

Requirements:

• Bachelor's degree in Finance, Business, Accounting, Science, Engineering, or a related field;
• CFA (Chartered Financial Analyst) designation is highly preferred;
• 2-3 years of experience in buy-side or sell-side equity research, or other relevant analytical roles in Finance;
• Deep expertise in fundamental research, valuation methodologies, and financial modeling;
• Intellectual curiosity, attention to detail and a passion for investing;
• Effective communication skills to articulate investment ideas clearly and concisely;
• Collaborative mindset and ability to work in a fast-paced environment;
• Good computer literacy i.e. Word, Excel, PPT, etc.;
• Good command in written and spoken English and Chinese including Putonghua.

Please click "Apply Now" to submit your application with CV attached stating both the existing and expected salary . Personal data collected will be used for recruitment purposes only.