Equity Research Analyst, EME

Wellington Management; Hong Kong; Hybrid; HKD 600,000 - 800,000; Full time

Benefits offered by this job

Flexible work arrangement

In-person collaboration four days a week

Job summary

Wellington Management is seeking an investment professional for their Equity Portfolio Management team in Hong Kong. The ideal candidate will have 6-8 years of experience, a passion for equity markets, and proficiency in Mandarin. The role focuses on managing investments in Chinese equities, requiring a deep analytical approach and the ability to communicate recommendations clearly. The position is based in a collaborative environment supporting a long-term investment philosophy.

Qualifications

• Minimum of 6–8 years of relevant experience in an investment analyst role with demonstrated success.
• Extensive experience in Chinese equities and/or Asian equities with a strong track record of impactful research.
• Written and spoken business Mandarin skills.

Responsibilities

• Identify quality businesses across greater China equity markets using analytical approaches.
• Communicate investment recommendations to portfolio management teams.
• Build strong relationships with internal colleagues and external management teams.

Skills

Investment acumen and passion

Superior collaboration and influencing skills

Growth mindset

Education

Strong academic credentials, MBA/CFA preferred

Job description

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long‑term view that aligns our perspectives with those of our clients.

About the Role

We are looking for an investment professional with strong analytical skills and a passion for equity markets to join our Equity Portfolio Management team. This team manages investments in Chinese equities, including both China‑focused strategies and broader Emerging Markets strategies. The team’s investment philosophy is based on investing over the long term in high‑quality companies with strong organic growth and good governance standards that are under‑appreciated by the market. This analyst will focus on identifying quality businesses across the greater China equity markets using a fundamentally driven and deeply analytical approach. A deep understanding of the local markets and fluent Mandarin (written and spoken) are key, as is demonstrated experience and skill researching and investing in Chinese companies.

Essential Skills

• Investment acumen and passion – The investor will have a good understanding of the China equity market, identify mispricing and valuation discrepancies, make investment recommendations, and communicate findings to China Equity portfolio management teams as well as emerging markets and global equity PMs who manage portfolios on behalf of our clients. The ideal candidate will understand the Chinese equity market structure and be passionate about investing with a demonstrated track record of successful stock recommendations across the China Equities opportunity set. S/he must exhibit a fundamental, research‑oriented, bottom‑up approach, with the ability to incorporate top‑down perspectives such as sector and macro views, and consider those ideas through a highly analytical and detailed approach within the context of overall portfolio philosophy and process.
• Superior collaboration and influencing skills – The successful candidate will enjoy being an individual contributor within a highly collaborative team and embrace the benefits of overlapping lines of company coverage, idea generation and potentially portfolio construction and risk management. S/he will build strong trusting relationships internally with colleagues and externally with company management teams. The ability to take risk and challenge investment views is critical, as is humility to admit mistakes and a desire to learn from others; s/he must recognize the benefits of diverse perspectives. The ability to communicate (both verbally and in writing) action‑oriented opinions clearly and with conviction and contribute to an open investment dialogue is important.
• Growth mindset – The flexibility and openness to continue learning, evolving and growing as an investor is required. S/he will have both a local and global perspective as well as a creative approach for thinking about innovation and the continuing evolution of Chinese and global capital markets.

Qualifications

• Minimum of 6–8 years of relevant experience in an investment analyst role with demonstrated success.
• Extensive experience in Chinese equities and/or Asian equities with a strong track record of impactful research and generating alpha.
• Written and spoken business Mandarin skills.
• Philosophical alignment with the team’s approach.
• Ability to approach research from a top‑down and bottom‑up perspective.
• Independence of thought and curiosity about the world.
• Self‑awareness and self‑confidence to be comfortable “being wrong.”
• Strong work ethic and attention to detail.
• Strong interpersonal skills and experience in a collaborative, team‑based, results‑oriented environment.
• Strong academic credentials, MBA/CFA preferred.

EEO Statement

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [e-mail].

Benefits & Culture

We believe that in‑person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices four days a week with flexibility to work remotely one day a week. This approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.