Equity Research Analyst (US Technology Sector)

CTF Life; Hong Kong; On-site; HKD 700,000 - 1,100,000; Full time

Job summary

Chow Tai Fook Life Insurance Company Limited is seeking a dedicated equity research professional focused on US-listed equities. The role emphasizes deep fundamental analysis, modeling, and collaboration within a team in a growing research environment.

The candidate should have 5+ years of securities research experience, preferably with sell-side exposure to the US market, and be willing to travel for meetings and conferences.

Qualifications

• 5+ years hands-on securities research experience, preferably sell-side with US market exposure.
• Strong analytical skills and ability to build and interpret financial models.
• Familiarity with industry databases, valuations and investment theses.

Responsibilities

• Conduct comprehensive research on tech industries and US-listed companies.
• Develop and maintain financial models to forecast performance and valuations.
• Prepare detailed research reports with theses, forecasts and catalysts.
• Perform due diligence and meet company management; travel may be required.
• Participate in briefings, roadshows and conferences to gain insights.
• Collaborate with equity, macro and investment teams to generate ideas.

Skills

Analytical thinking

Team player

Communication skills

Financial modelling

Valuation techniques

Education

CFA or CPA (preferred)

Tools

Excel

Job description

We are looking for passionate candidates to join our growing equity research team, with a focus on the US listed equities; ideal candidates should have 5+ years of relevant research experience (preferably with sell-side research experience, especially in the US market), happy to work within a team environment, communicative, open to changes and are keen to do deep dive, fundamental research on the alpha-generating opportunities.

What the role is?

• Conduct comprehensive research on tech industries and public companies (especially the mega US names and related supply chain companies), analyzing financial statements, business fundamentals, and competitive positioning. Evaluate company management, corporate governance practices, and strategic initiatives to assess long-term growth potential.
• Develop and maintain industry databases, peer comparison as well as individual financial models to forecast company performance and assess valuation metrics. Perform sensitivity analyses and scenario analyses to evaluate the impact of various business and market conditions on investment outcomes.
• Prepare detailed research reports highlighting the key research findings, investment thesis, financial forecasts, and valuation as well as key catalysts and risks.
• Conduct thorough due diligence by engaging with company management and various stakeholders in the supply chain, which may necessitate traveling to meet with diverse participants within the ecosystem.
• Participate in company briefings, industry events, roadshows, and sell-side conferences to enhance comprehension and insights into publicly traded entities.
• Collaborate with other team members (including in the equity research team, macro research team and the broader investment management team) to generate comprehensive investment recommendations and portfolio strategies based on analysis and data-driven insights.

What we look for?

• Demonstrate a strong interest in financial markets, with a passion for conducting in-depth analysis of stocks and securities.
• Capable to work effectively in a team environment, sharing insights and collaborating with colleagues to generate investment ideas.
• Strong analytical and critical thinking skills, with the ability to analyze complex financial data and make informed decisions.
• Proficient in financial modelling and different valuation techniques while embracing innovation and new technologies, seeking out opportunities to enhance research processes.
• Be willing to travel for on-site company meetings, industry conferences, and research trips may be required.
• Able to communicate research outcomes in a clear and concise manner for different stakeholders (including technical and non-technical audiences).
• 5 years of hands‑on experience in securities research, preferably on sell‑side. Ideally also have experience covering a diverse range of industries to bring a broad perspective to investment analysis; US market experience would be highly preferred.
• Candidates with or pursuing professional qualifications such as CFA or CPA are preferred.
• Job title and grade will be determined based on the successful candidate’s experience and qualifications.

Personal Information Collection Statement

At Chow Tai Fook Life Insurance Company Limited (“the Company”) we respect the privacy of your personal data and are committed to fully complying with the Personal Data (Privacy) Ordinance (“the Ordinance”).

The personal data that we collect and/or hold (whether contained in this application form or otherwise obtained) includes your personal details, contact information, education and training details, employment details, financial details, and information on your social circumstances.

Provision of personal data by you is mandatory for selection purposes. Personal data collected through this application will be used by the Company to assess your suitability to assume the job duties of the position for which you have applied. The Company may not be able to process your application if you fail to provide your personal data.

Applicants not contacted within four weeks after the interview / test may consider their application unsuccessful. The information provided will be kept for 2 years for consideration of other suitable posts.