Investment Analyst

FIL Asia Holdings Pte Ltd HK Branch; Hong Kong; On-site; HKD 500,000 - 800,000; Full time

Job summary

FIL Asia Holdings Pte Ltd HK Branch's Equity Research team invites a seasoned Investment Analyst to cover regional equities from Shanghai or Hong Kong, supporting portfolio managers with independent research and timely investment recommendations.

The role requires MBA or CFA, at least 5 years of equities research, excellent financial analysis and communication, and willingness to travel up to 20% of the time; collaboration across global teams is essential.

Qualifications

• MBA/CFA or relevant degree.
• 5+ years in equities research.
• Strong financial analytical skills.
• Fluent written and spoken English.

Responsibilities

• Take responsibility for the analysis of stocks assigned by the Director of Research.
• Ramp coverage on names within a 12-month window.
• Form stock views using internal and external sources.
• Maintain current stock ratings from 1 (strong buy) to 5 (strong sell).
• Publish regular stock reports for assigned names.
• Communicate views to PMs via reports, emails, Teams, and meetings.
• Host company meetings for PMs when appropriate.
• Provide an industry update annually for assigned coverage.
• Maintain a notional paper portfolio of stocks under coverage.

Skills

Equities research

Financial analysis

Communication

English fluency

Independent work

Regional travel

Education

MBA/CFA or relevant degree

Job description

About the Opportunity

Job Type: PermanentApplication Deadline: 01 October 2026

Job Description

Title Investment Analyst

Department Equity Research

Location Shanghai or Hong Kong

Reports To Director of Research

Level 6

We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our equity research team and feel like you’re part of something bigger.

About your team

The equity investment department has responsibility for all retail and institutional funds managed by FIL. This responsibility includes managing equity portfolios in accordance with the stated investment objectives contained in the fund’s prospectus, trust document or Investment Management Agreement (IMA). The research department – 140 equity analysts and additional specialists provide analysis on companies, stocks and sectors, working closely with fund managers to select stocks for their portfolios.

About your role

Our Equity Research Analyst works as part of our regional research team, assuming analytical responsibility for regional coverage (sector or country) and providing investment recommendations to our Portfolio Managers both locally and worldwide. Analysts may rotate between different sectors and/or countries every 3-4 years. This provides a diversified experience in different markets and allows for a more all rounded investment professional. Although the position will be based in Shanghai or Hong Kong, the role will be required to work closely with analysts/associates in other location.

Key Responsibilities

• Take responsibility for the analysis of a list of stocks allocated by the Director of Research; typically, such a list will comprise around 25-30 names.
• Ramp coverage on those names within a time period agreed with the Director of Research; typically, within 12 months.
• Use all sources available to formulate a view on the stocks under your assigned coverage. This would include sources within the company as well as other industry sources such as competitors and customers, and external sources such as sell-side brokers and third-party research providers.
• Maintain a current rating on each stock on the assigned coverage list. Ratings go from 1 (strong buy) to 5 (strong sell).
• Publish regular reports on assigned stocks.
• Communicate your views to PMs via written reports, emails, Teams, and face to face meetings.
• Host company meetings on companies on your list for PMs when appropriate.
• Provide an industry update annually on the industries under your assigned coverage.
• Maintain a notional paper portfolio comprised of the stocks on your assigned coverage list.

About you

• MBA/CFA or relevant degree
• At least 5 years of relevant equities research experience
• Excellent financial analytical skills
• Strong written and verbal communication capabilities
• Fluent spoken and written English
• Highly motivated, able to think logically, critically & quickly
• Able to work both independently and as part of a Research/Investment team
• Able to obtain relevant practitioner license
• Avidly interested and have a passion for the stock market and has demonstrated this interest through either previous work or personal investment
• Travel around the region at least 20% of the time