Global Semiconductor Equity Research Analyst

China International Capital Corporation (International) Ltd; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Job summary

China International Capital Corporation (International) Ltd is seeking a seasoned equity research professional focused on the global semiconductor sector. You will cover global supply chains, with emphasis on Chinese and US players, and identify investment opportunities from a global perspective.

You will support onshore and offshore portfolio managers, provide stock ideas, and share industry trends with onshore analysts.

Qualifications

• Bachelor degree or above; CFA is considered favorably.
• Minimum 5 years of fundamental equity research experience in semiconductor.
• Global equities experience is highly valued.

Responsibilities

• Cover global semiconductor supply chain with focus on Chinese and US companies.
• Identify investment opportunities from a global perspective.
• Support AM portfolio managers onshore and offshore with stock ideas.
• Interact with onshore analysts to share industry trends and insights.
• Conduct bottom-up research, build financial models, and write reports.
• Present investment ideas to portfolio managers via meetings and discussions.
• Communicate industry themes to clients and sales teams.

Skills

Semiconductor equity research

Global supply chain dynamics

Analytical thinking

Communication/presentation/writing

Mandarin and English

Education

Bachelor degree

CFA (favorable)

Tools

Financial modeling

Job description

China International Capital Corporation (International) Ltd is seeking a seasoned equity research professional focused on the global semiconductor sector. You will cover global supply chains, with emphasis on Chinese and US players, and identify investment opportunities from a global perspective.

You will support onshore and offshore portfolio managers, provide stock ideas, and share industry trends with onshore analysts.