Senior Investment Analyst - Global Technology

Michael Page International (HK) Ltd; Hong Kong; Presencial; HKD 900 000 - 1 500 000; Tempo integral

Resumo da oferta

Michael Page International (HK) Ltd in Hong Kong seeks a Senior Investment Analyst - Global Technology to conduct in-depth equity research and generate high-conviction investment ideas. You will build financial models, forecast earnings, and support portfolio managers across global markets.

The role requires 7–12 years in equity research or related analytics, with strong knowledge of Technology/Semiconductors and experience in institutional asset management.

Qualificações

• Bachelor's degree in Finance, Economics, Business, Engineering, or related discipline.
• Approximately 7–12 years of relevant experience in equity research or investment analysis.
• Strong knowledge of Technology and/or Semiconductor sectors preferred.

Responsabilidades

• Conduct in-depth fundamental equity research on Technology/Semiconductors across Asia and global markets.
• Generate differentiated investment ideas through company analysis, industry research and valuation.
• Build and maintain financial models, earnings forecasts, and investment recommendations.
• Support portfolio managers in portfolio construction, monitoring, and risk assessment.
• Prepare investment committee materials and research reports.
• Monitor market developments and company-specific events.
• Collaborate with senior investment professionals in a fast-paced, international environment.

Conhecimentos

Financial modeling

Valuation

Analytical thinking

English communication

Bloomberg

Excel

Formação académica

Bachelor's degree in Finance, Economics, Business, Engineering, or related discipline

Ferramentas

Bloomberg Terminal

Excel

MS Office

Descrição da oferta de emprego

Senior Investment Analyst - Global Technology

This role will be a key member of the Global Multi-Asset Investment Team, responsible for conducting fundamental research, generating investment ideas, and supporting portfolio managers in portfolio construction and investment decision-making. The successful candidate will combine strong analytical capabilities with a broad investment perspective and a passion for equity investing.

Candidates with expertise in the Technology, Semiconductor, or broader Cyclical sectors will be highly regarded. The role offers significant exposure to global equity markets and multi-asset portfolio management.

Key Responsibilities

• Conduct in-depth fundamental equity research covering Technology, Semiconductors, and/or Cyclical sectors across Asia and global markets.
• Generate differentiated, high-conviction investment ideas through company analysis, industry research, management engagement, and valuation assessment.
• Build and maintain detailed financial models, earnings forecasts, valuation frameworks, and investment recommendations.
• Support portfolio managers in portfolio construction, portfolio monitoring, market analysis, and risk assessment.
• Prepare investment committee materials and research reports to support investment decisions.
• Monitor and communicate key market developments, earnings results, and company-specific events.
• Perform ad hoc investment-related projects as required by the investment team.

This role will be a key member of the Global Multi-Asset Investment Team, responsible for conducting fundamental research, generating investment ideas, and supporting portfolio managers in portfolio construction and investment decision-making. The successful candidate will combine strong analytical capabilities with a broad investment perspective and a passion for equity investing.

Candidates with expertise in the Technology, Semiconductor, or broader Cyclical sectors will be highly regarded. The role offers significant exposure to global equity markets and multi-asset portfolio management.

Key Responsibilities

• Conduct in-depth fundamental equity research covering Technology, Semiconductors, and/or Cyclical sectors across Asia and global markets.
• Generate differentiated, high-conviction investment ideas through company analysis, industry research, management engagement, and valuation assessment.
• Build and maintain detailed financial models, earnings forecasts, valuation frameworks, and investment recommendations.
• Support portfolio managers in portfolio construction, portfolio monitoring, market analysis, and risk assessment.
• Prepare investment committee materials and research reports to support investment decisions.
• Monitor and communicate key market developments, earnings results, and company-specific events.
• Perform ad hoc investment-related projects as required by the investment team.

A well-established global institutional asset manager in Hong Kong.The firm manages multi-billion-dollar assets globally

A successful Senior Investment Analyst - Global Technology should have:

• Bachelor's degree in Finance, Economics, Business, Engineering, or a related discipline.
• Approximately 7-12 years of relevant experience in equity research, investment management, investment analysis, or a similar analytical role.
• Strong knowledge of the Technology and/or Semiconductor sectors is preferred.
• Experience from asset management, hedge funds, sell-side research, investment banking, advisory, or accounting/audit backgrounds will be considered.
• Strong financial modeling, valuation, analytical, and problem-solving skills.
• Excellent written and verbal communication skills in English; Mandarin is advantageous.
• Proficiency in Bloomberg, Excel, and Microsoft Office applications.
• Ability to work effectively in a collaborative, fast-paced, and international environment.

Personal Attributes

• Independent thinker with strong investment conviction and intellectual curiosity.
• Self-motivated individual with a genuine passion for investing and continuous learning.
• Strong sense of ownership, accountability, and attention to detail.
• Excellent organizational skills and ability to manage multiple priorities.
• High level of integrity, professionalism, and teamwork.

A well-established global institutional asset manager is seeking an experienced investment professional to join its investment team in Hong Kong. The firm manages multi-billion-dollar assets globally and serves institutional investors through a broad range of investment solutions across public and private markets.

• Join a highly respected global investment platform with significant institutional assets under management.
• Work closely with experienced portfolio managers and senior investment professionals.
• Gain exposure to global equity markets and multi-asset investment strategies.
• Opportunity to make a direct impact on investment outcomes through idea generation and research excellence.