Investment Analyst / Senior Investment Analyst (Hong Kong/U.S. Equities)

• The analyst will monitor portfolio holdings
• Bachelor's degree or above in Finance, Economics
• Conduct in-depth fundamental research

Role Description

This is a full-time, on-site Investment Analyst / Senior Investment Analyst role focusing on Hong Kong and U.S. equities. The role involves conducting fundamental and quantitative research on listed companies, building and maintaining financial models, and preparing investment recommendations and reports.

The analyst will monitor portfolio holdings and market developments, track company news and earnings, and support portfolio construction and rebalancing decisions. Daily responsibilities also include preparing presentations and internal memos, contributing to investment discussions, and collaborating with other team members to refine investment strategies and risk controls.

Key Responsibilities

Investment Research & Idea Generation

• Conduct in-depth fundamental research on Hong Kong-listed and U.S.-listed companies, sectors, and investment themes.
• Identify attractive investment opportunities through company analysis, industry research, earnings reviews, management meetings, and market intelligence.
• Develop investment theses and provide actionable investment recommendations supported by rigorous financial analysis.
• Build and maintain detailed financial models, valuation frameworks, and earnings forecasts.

Portfolio Monitoring & Market Analysis

• Monitor market developments, industry trends, monetary policy, geopolitical developments, and macroeconomic conditions affecting Hong Kong, China, the United States, and global equity markets.
• Track portfolio performance and investment exposures, providing timely analysis and recommendations.
• Participate in portfolio construction, asset allocation, and investment strategy discussions.

Risk Management

• Assess and monitor portfolio risks, including company-specific, sector, market, liquidity, factor, and concentration risks.
• Conduct scenario analysis and stress testing to evaluate potential downside risks across investment portfolios.
• Review portfolio positioning and risk exposures to ensure alignment with investment objectives and risk parameters.
• Support the ongoing development of disciplined risk management and capital preservation practices.

AI, Data Analytics & Investment Technology

• Leverage AI-powered tools, alternative data, and quantitative research techniques to enhance investment analysis and decision-making.
• Integrate fundamental research with data-driven insights to identify superior risk-adjusted investment opportunities.
• Explore emerging technologies and analytical methodologies that can improve investment efficiency and research productivity.

Requirements

• Bachelor's degree or above in Finance, Economics, Accounting, Mathematics, Engineering, Computer Science, or a related discipline.
• 5–10 years of relevant experience in equity research, asset management, hedge funds, family offices, institutional investing, or multi-family office platforms.
• Demonstrated track record of conducting independent research and generating investment ideas.
• Strong knowledge of Hong Kong/U.S. equity markets, with a good understanding of global macroeconomic and capital market developments.
• Deep understanding of financial statement analysis, valuation methodologies, and financial modeling.
• Solid understanding of portfolio construction, risk management, and capital allocation principles.
• Ability to evaluate investments from both fundamental and risk-adjusted return perspectives.
• Self-motivated, proactive, and capable of working independently in a fast-paced environment.
• Excellent written and verbal communication skills in English and Chinese (Mandarin and/or Cantonese).