Tech Equity Research Analyst — Hong Kong, Direct to CIO

Michael Page; Hong Kong; Sur place; HKD 1 000 000 - 1 800 000; Plein temps

Avantages offerts par ce poste

Direct reporting line to Founder/CIO

Exposure to investment decisions

Competitive compensation structure

Long-term career development

Résumé du poste

Michael Page is partnering with a well-established Hong Kong-based investment platform focused on long/short equity investing. The successful candidate will conduct deep fundamental research on global technology names, build robust financial models, and present actionable investment ideas to senior leadership.

Native Mandarin with strong English is essential, and candidates with international experience are preferred.

Qualifications

• Bachelor's degree or above from a top-tier university.
• 3–10 years of relevant investment research experience with a focus on technology.
• Native Mandarin speaker with strong English communication and presentation skills.

Responsabilités

• Conduct deep fundamental research on global technology companies across subsectors such as semiconductors, hardware & electronics, and digital infrastructure.
• Generate differentiated long and short investment ideas through rigorous bottom-up analysis.
• Build and maintain detailed financial models, valuation frameworks, and earnings forecasts.
• Analyze industry trends, competitive dynamics, technology developments and regulatory changes impacting opportunities.
• Prepare high-quality investment memos and present recommendations to senior leadership.
• Monitor portfolio holdings and market developments to identify risks and opportunities.

Connaissances

Mandarin (native)

English (proficient)

Formation

Bachelor's degree or above

Outils

Financial modelling

Description du poste

Michael Page is partnering with a well-established Hong Kong-based investment platform focused on long/short equity investing. The successful candidate will conduct deep fundamental research on global technology names, build robust financial models, and present actionable investment ideas to senior leadership.

Native Mandarin with strong English is essential, and candidates with international experience are preferred.