Senior Analyst / Associate Portfolio Manager (US equities)

ConnectedGroup Limited; Hong Kong; On-site; HKD 1,200,000 - 2,000,000; Full time

Job summary

ConnectedGroup Limited, a newly established HK hedge fund manager focusing on US equities, seeks an experienced buy-side professional to join the initial investment team. You will contribute to fundamental research and portfolio construction, collaborating with quantitative colleagues to blend insights into systematic models.

The role requires substantial buy-side experience, strong financial modelling and valuation skills, and potential involvement in SFC Type 9 activities.

Qualifications

• Minimum five years of buy-side investment experience at a reputable firm.
• Total professional experience around eight to fourteen years.
• Eligibility to become SFC Responsible Officer for Type 9 Asset Management.
• Strong skills in financial modelling, valuation and company analysis.

Responsibilities

• Conduct fundamental research across US equities with financial modelling and valuation.
• Monitor macro developments and assess implications for portfolio positioning.
• Generate and present investment ideas with theses, frameworks and risk assessments.
• Contribute to portfolio construction and sector allocation on a consensus basis.
• Provide input into proprietary factor models and systematic research.
• Collaborate with quantitative team to integrate observations into systems.
• Participate as a core member of the investment decision-making process.
• Engage in management meetings and investor due diligence as required.

Skills

Financial modelling

Valuation

Industry research

Company analysis

Communication of investment ideas

Data-driven mindset

Numerical intuition

Cantonese/ Mandarin beneficial

Education

Bachelor's degree in finance/economics/engineering

CFA/FRM/MBA or equivalent advantageous

Tools

Bloomberg BQL

BQuant

Job description

market rate salary, bonus PLUS profit share

The opportunity

Our client is a newly established Hong Kong-based hedge fund manager focused on US equities. The firm is developing a long-biased, quantamental investment strategy that combines proprietary quantitative models with fundamental, discretionary judgement to identify durable growth companies with sustainable competitive advantages.

This is an opportunity to join the initial investment team and work directly with the Chief Investment Officer at an important stage of the firm's development. The successful candidate will contribute to the fundamental research process, idea generation and portfolio construction, while working closely with quantitative specialists to integrate investment insight into a systematic framework.

The role will suit an experienced buy-side investor seeking meaningful involvement in investment decisions and the opportunity to help shape an emerging investment platform.

Key responsibilities

The successful candidate will conduct detailed fundamental research across US equities and contribute to a collaborative investment process. Responsibilities will include:

• Conducting fundamental research across multiple US equity sectors, including financial modelling, valuation and industry analysis.
• Monitoring macroeconomic developments, monetary policy and fiscal policy, and assessing their implications for portfolio positioning and sector allocation.
• Generating and presenting investment ideas with clear investment theses, valuation frameworks and risk assessments.
• Contributing to portfolio construction, position sizing and sector allocation on a consensus basis.
• Providing fundamental input into proprietary factor models and systematic research.
• Collaborating with the quantitative team to integrate fundamental observations into systematic investment frameworks.
• Participating as a core member of the investment decision-making process.
• Conducting management meetings and engaging with relevant market participants.
• Supporting investor communications and investment due diligence as required.
• Undertaking responsibilities associated with SFC Type 9 regulated activities, including potential appointment as a Responsible Officer and Manager-in-Charge of a Key Business Line, subject to regulatory eligibility and approval.

Candidate profile

Applicants will typically have at least five years of buy-side investment experience at a reputable investment firm, with approximately eight to fourteen years of total professional experience. Genuine involvement in the investment process is essential, including experience generating and presenting ideas that have been implemented with client capital and some degree of investment discretion or authority.

The ideal candidate will bring:

• A bachelor's degree or higher in finance, economics, engineering, accounting or a related discipline. Strong academic performance is preferred, and an advanced degree would be advantageous.
• Eligibility to become an SFC Responsible Officer for Type 9 Asset Management activities. Candidates would ordinarily have at least five years as a licensed representative, including at least four years under Type 9. Overseas candidates may be considered if they meet the underlying experience requirements and can obtain the necessary licensing.
• Strong skills in financial modelling, valuation, industry research and company analysis.
• Experience conducting management meetings and communicating investment ideas to senior stakeholders.
• A data-driven mindset and strong numerical intuition. Quantamental experience or familiarity with tools such as Bloomberg BQL or BQuant would be advantageous but is not essential.
• The ability to communicate investment ideas clearly in fluent English with Cantonese and/or Mandarin proficiency beneficial.
• Experience managing or mentoring junior colleagues. Direct management experience is preferred but not essential.
• A self-starting, collaborative and ownership-oriented approach.
• A clear commitment to making US equities the principal market focus.

Candidates with earlier sell-side research experience may also be considered where they demonstrate sufficient buy-side depth and genuine participation in investment decision-making. CFA, FRM, CPA, MBA or another relevant graduate qualification would be an advantage.