Equity Analyst: US & HK Research & Valuation

Avenue Family Office Limited; Hong Kong; On-site; HKD 600,000 - 900,000; Full time

Job summary

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.

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 to Senior Portfolio Managers.
• Monitor portfolio holdings and coverage universe, tracking earnings, revisions, regulatory developments, and key management updates.

Skills

Financial analysis

Excel modelling

English/Chinese communication

Self-motivation

Initiative in fast-paced setting

Education

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

Tools

Bloomberg

FactSet

Capital IQ

Job description

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.