Equity Research Director - Technology Hardware & Supply Chains

WIT Talent Solutions Limited; Hong Kong; On-site; HKD 800,000 - 1,200,000; Full time

Job summary

WIT Talent Solutions Limited is seeking an experienced equity research professional based in Hong Kong to lead coverage of technology hardware, develop compelling investment theses and provide timely research to institutional clients. You will build robust financial models, conduct sector due diligence, and contribute to earnings previews and market-moving research.

The role requires 8+ years in buy- or sell-side equity research, Mandarin/English fluency with strong English writing, and a

Qualifications

• Degree in Finance/Accounting or related discipline.
• CFA qualification or working towards charter is a plus.
• 8+ years of experience in equity research with relevant sector coverage.

Responsibilities

• Lead/own coverage of technology hardware and related supply chains.
• Produce high-quality research with clear investment theses and catalysts for institutional clients.
• Build, maintain and enhance detailed financial models and valuation frameworks.
• Lead or contribute to earnings reviews and ad hoc research with timely insights.

Skills

Financial analysis

Financial modelling

Mandarin

English writing

English verbal

Education

Finance/Accounting degree

CFA qualification or ongoing

Job description

• Lead/own coverage of technology hardware and related supply chains, including computing hardware, components, AI hardware/infrastructure.
• Produce high-quality, thought-provoking research with clear investment theses, catalyst analysis, and actionable recommendations for institutional clients.
• Build, maintain, and enhance detailed financial models, industry databases, and valuation frameworks to support timely and rigorous analysis.
• Conduct in-depth sector and company due diligence, including management meetings, expert calls, channel checks, and broader industry research.
• Lead or contribute to earnings reviews, market-moving news flow, thematic pieces, and ad hoc research projects with timely, high-impact insights.
• Work closely with Sales, Corporate Access, and internal stakeholders to respond to client requests, support relationship building, and assist in corporate access events and investor engagement.

Requirements:

• Degree holder in Finance and Accounting or related disciplines, CFA qualification or working towards to charter is a plus.
• At least 8 years of experience working in sell or buy-side equity research with relevant sector coverage.
• Fluent verbal communication in Mandarin/English with strong English-writing skills.
• Previous equity coverage and report-writing experience.
• “Can do” attitude and can think “outside the box”.
• Be highly numerate, with outstanding financial analysis and modelling skills.
• Ability to liaise and maintain strong relationships with companies and investors