Equity Research, China Strategist, Associate/ VP

PowerToFly; Hong Kong; On-site; HKD 900,000 - 1,800,000; Full time

Job summary

Morgan Stanley is seeking an experienced Equity Strategy professional to join the China-focused Equity Strategy team. The role involves conducting equity strategy research, drafting client-ready reports, and delivering long-term thematic insights along with near-term market commentary.

You will engage with clients through meetings, calls, and webcasts, contributing to top-tier research excellence. The ideal candidate demonstrates 5+ years in equity strategy, fluency in Mandarin and English, and

Qualifications

• 5+ years of equity strategy research experience in a top-tier sell side or buy side firm.
• Fluent in Mandarin Chinese and English (reading and writing).
• Experience with both the A-share market and the offshore China equity space is strongly preferred.
• Experience with quantitative, fundamental, thematic, and AI-enabled analysis.

Responsibilities

• Research equity strategy and draft reports on index price targets, sector allocation, top-down stock picking and portfolio construction.
• Analyze long-term thematic trends and near-term market commentary.
• Perform detailed quantitative and qualitative research based on equity market knowledge, earnings and valuation movements.
• Address client requests, including drafting communications and emails.
• Conduct live client interactions including in-person meetings, live calls, webcasts and ad-hoc interactions.

Skills

Equity strategy research

Equity asset class concepts

Client communication

Mandarin & English fluency

China equity experience (A-share/offsh

Quantitative analytics with AI

Job description

Company Profile

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 747 offices in 42 countries

Department Profile

Morgan Stanley has earned a strong reputation for the originality of its research and the value it creates among investors and decision makers. Our Equity Research team was ranked No.1 for the seventh consecutive year in the Institutional Investor Asia Research Team ranking this year. Our analysts look at economic, market, industry and company data to enhance the performance of clients' global portfolios and to help companies set their strategic direction.

Primary Responsibilities

The candidate is expected to join the Equity Strategy team, with a strong China focus. The team has been voted as the No.1 Equity Strategy team 8 years in a row since 2018 in the Institutional Investor Asia Research survey.

• Responsible for equity strategy research and report drafting on different subjects including:

  • Index price target forecast, sector allocation recommendations and top-down stock picking and portfolio construction

  • Long-term thematic trend

  • Near-term market commentary

• Perform detailed research analysis both quantitatively and qualitatively based on deep knowledge and understanding of equity market, equity index, market composition, earnings and valuation moves

• Address client requests in a timely fashion, including performing the underlying analysis and drafting communication documents and emails

• Conduct live client interaction including in-person meetings, live calls, webcasts and ad-hoc interactions

QUALIFICATIONS

Skills required (essential)

• Experience in equity strategy research within a top tier sell side or buy side firm.

• Experience in dealing with equity asset class concepts and performing both fundamental, thematic and quantitative analysis

• Minimum 5 years of relevant experience in equity strategy research or relevant areas

• Excellent communication skills both in writing and in live client interaction

• Fluent in Mandarin Chinese and English (reading and writing)

• Experience with both the A-share market and the offshore China equity space strongly preferred

• Experience with quantitative analytical skills leveraging AI capability strongly preferred

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.