Specialist, Equity Research (Technology)

China, Beijing Branch; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Job summary

China Beijing Branch in Hong Kong is seeking an experienced Research professional to develop sector expertise, conduct fundamental equity analysis, and translate intelligence into actionable insights. The role collaborates with institutional sales and elevates thought leadership.

You will leverage AI/GenAI tools to boost productivity, engage senior investors, and publish coverage on new companies. Fluent English and Mandarin are required; CFA/CPA are advantageous.

Qualifications

• Degree holder in finance-related or relevant subjects.
• 6–10 years of relevant working experience in equity or financial research or upstream tech industry.
• Experience in Upstream Tech/Semiconductor industry with strong background in industry trends.
• Curious, commercially minded, and able to challenge assumptions and explore second-order effects.
• Strong listening and communication skills, able to engage senior investors and executives.

Responsibilities

• Develop sector expertise through engagement with institutional investors, corporate management, and industry experts.
• Conduct fundamental equity analysis with financial modeling, valuation, and scenario analysis.
• Translate intelligence into actionable investment insights.
• Collaborate with institutional sales to support client engagement.
• Contribute to thought leadership, sector notes, and client discussions.

Skills

Equity research

Financial modeling

AI tools for research

Industry analysis

Investor relations

English & Mandarin

Education

Finance degree

Tools

GenAI tools

Financial modeling software

Job description

Job Responsibilities

• Develop sector expertise through continuous engagement with institutional investors, corporate management teams, industry experts, consultants, and ecosystem participants
• Conduct fundamental equity analysis, including financial modeling, valuation, and scenario analysis, with a clear commercial lens, leveraging skills in accounting, finance, and economics
• Translate market, client, and industry intelligence into actionable investment insights
• Partner closely with institutional sales to support client engagement
• Contribute to thought leadership, sector notes, and client discussions, demonstrating insight rather than just data
• Leverage AI and GenAI tools to enhance research efficiency, pattern recognition, idea generation, client personalization, and content creation
• Respond to requests for data, information, and calls from internal and external clients
• Develop and maintain relationships with investor relations personnel and management of companies under coverage
• Launch coverage on a company or business, which entails publishing a report, initiating a sales call, and marketing investment opinions
• Keep abreast of industry-related news flow and interpret data and analysis on market, economic, and political events

Job Requirements

• Degree holder in finance-related or relevant industrial subjects
• At least 6-10 years of relevant working experience in equity or financial research, or upstream tech industry
• Experience in Upstream Tech/Semiconductor industry, with a strong semiconductor research or industry background and deep understanding of industry technology trends
• Naturally curious with a strong desire to learn, enjoys asking good questions, challenging assumptions, exploring second-order effects, and commercially minded
• Strong listening skills, ability to synthesize diverse viewpoints, comfortable engaging senior institutional investors and corporate executives, builds trust quickly, communicates with clarity and confidence, and able to translate complex analysis into clear, relevant narratives
• Solid grounding in financial statement analysis, valuation methodologies, equity markets, capital markets dynamics, equity research, and industry research
• Demonstrated interest in using AI/GenAI tools for research, analysis, and productivity, open to experimenting with new tools, and tech-curious and adaptable
• Good command of English and Chinese (Mandarin)
• CFA and CPA are an added advantage.

Location: One Island East

Job: Research

Schedule: Regular

Employee Status: Full time