Equity Analyst

Avenue Family Office Limited; Hong Kong; Sur place; HKD 600 000 - 900 000; Plein temps

Résumé du poste

Avenue Family Office Limited is hiring an Equity Analyst in Hong Kong to conduct bottom-up research on US and HK equities and develop high-conviction investment ideas. You will build and maintain financial models, write concise memos, and present theses to the investment team.

The role requires strong English and Chinese communication, a solid academic background, and at least three years of relevant experience in a fast-paced, entrepreneurial setting.

Qualifications

• Bachelor’s or Master’s degree in Finance, Economics, Accounting, or STEM.
• Advanced Excel financial modelling; familiarity with Bloomberg, FactSet or Capital IQ.
• Full professional proficiency in English and Chinese (Mandarin/Cantonese).
• Clear, structured and persuasive verbal and written communication skills.
• At least 3 years of relevant work experience.

Responsabilités

• Conduct rigorous, bottom-up fundamental research on US and HK equities to generate high-conviction investment ideas.
• Build, update, and maintain dynamic financial forecast models, DCFs, and comparative valuation analyses.
• Synthesize research into concise, institutional-grade investment memos, pitching thesis points to Senior Portfolio Managers.
• Monitor portfolio holdings and coverage universe, tracking earnings, revisions, regulatory developments, and key management updates.

Connaissances

Financial analysis

Excel modelling

English/Chinese communication

Self-motivation

Initiative in fast-paced setting

Formation

Bachelor's or Master's in Finance/Economics/Accounting or STEM

Outils

Bloomberg

FactSet

Capital IQ

Description du poste

About the role

We are seeking an enthusiastic and driven Equity Analyst to join our dedicated team. In this full-time role, you will be conducting research and analysis on equities. You will be responsible for monitoring emerging market trends, regulatory development, policy change and macroeconomic conditions.

Job Responsibilities

Conduct rigorous, bottom-up fundamental research on US and HK equities to generate high-conviction investment ideas.

Build, update, and maintain dynamic financial forecast models, DCFs, and comparative valuation analyses.

Synthesize research into concise, institutional-grade investment memos, pitching thesis points directly to Senior Portfolio Managers.

Actively monitor existing portfolio holdings and coverage universe, tracking quarterly earnings, consensus revision trends, regulatory developments, and key management updates.

Job Requirements

Strong academic record with a bachelor’s or master's degree from a top-tier university (Finance, Economics, Accounting, or STEM disciplines preferred).

Advanced proficiency in financial modelling via Excel; practical experience with financial data terminals (e.g., Bloomberg, FactSet, or Capital IQ) is highly regarded.

Full professional proficiency in written and spoken English and Chinese (Mandarin/Cantonese).

Clear, structured, and persuasive verbal and written communication skills.

High degree of self-motivation, intellectual curiosity, and comfort taking initiative in a fast-paced, entrepreneurial setting.

At least 3 years of relevant work experience

Avenue Family Office (AFOL) is a globally recognized multi-family office providing comprehensive wealth management solutions for ultra-high-net-worth individuals.

Our team of seasoned financial professionals brings over 20 years of banking and wealth management expertise. Combining independence, deep industry knowledge, and strategic alliances with leading institutions, we optimize investment portfolios across asset classes to align with clients’ long-term objectives.

At Avenue, stewardship is more than a service—it’s a commitment to safeguarding intergenerational wealth and empowering families in global markets.

Avenue Family Office (AFOL) is a globally recognized multi-family office providing comprehensive wealth management solutions for ultra-high-net-worth individuals.

Our team of seasoned financial professionals brings over 20 years of banking and wealth management expertise. Combining independence, deep industry knowledge, and strategic alliances with leading institutions, we optimize investment portfolios across asset classes to align with clients’ long-term objectives.

At Avenue, stewardship is more than a service—it’s a commitment to safeguarding intergenerational wealth and empowering families in global markets.

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