US Equity Research -Tech/consumer sector

Michael Page (Hong Kong); Hong Kong; Sur place; HKD 900 000 - 1 500 000; Plein temps

Avantages offerts par ce poste

Access to deep industry networks

Opportunity for significant career upside

Competitive compensation package

Résumé du poste

A leading private equity firm in Hong Kong is seeking a US Equity Research specialist. The successful candidate will engage in fundamental research on U.S. equities, generate investment ideas, and integrate insights across the firm's investments. The role requires 5-10 years of experience, proficiency in the Tech or Consumer sectors, and a strong entrepreneurial mindset. This opportunity includes competitive compensation and significant career growth potential within a dynamic environment.

Qualifications

• 5-10+ years of U.S. equity research experience at top-tier firms.
• Proven coverage responsibility in either Tech or Consumer sectors.
• Strong modeling and valuation capabilities independently.
• Proven track record of generating high-conviction investment ideas.

Responsabilités

• Lead fundamental research on U.S. equities within Tech and Consumer sectors.
• Generate alpha-driven investment ideas aligned with strategic directions.
• Leverage U.S. insights for broader investment ecosystem support.
• Shape research culture and mentor junior analysts.
• Collaborate with PMs to support portfolio construction and risk management.
• Mentor junior analysts and help establish research standards.

Connaissances

U.S. equity research experience

Expertise in Tech or Consumer sectors

Strong communication skills

Financial analysis capabilities

Cross-border insights integration

Description du poste

• A top tier Chinese Private Equity platform
• Steadily setting up their secondary investment arm

About Our Client

The company is a well-established organization within the financial services sector. They are known for their expertise in Private Equity.

Job Description

As a US Equity Research specialist, your main responsibilities will include:

1. Research & Coverage Development
   • Lead fundamental bottom‑up research on U.S. equities within Tech (AI, cloud, semiconductors, software, hardware, platforms) or Consumer (retail, e-commerce, brands, discretionary, staples) sectors.
   • Build detailed financial models, conduct valuation analysis, and provide clear investment theses.
   • Track industry trends, competitive landscape shifts, regulatory developments, and macro drivers influencing sector performance.
   • Produce high‑quality written research reports and investment memos for IC review.
2. Investment Idea Generation & Portfolio Support
   • Generate alpha‑driven investment ideas aligned with the firm's strategic directions.
   • Collaborate closely with PMs to support portfolio construction, risk management, and position sizing.
   • Provide ongoing monitoring of existing positions with timely updates and thesis reassessment.
3. Cross‑Border Insight Integration
   • Leverage U.S. market insights to support the firm's broader investment ecosystem, including private equity deal sourcing, due diligence, and strategic industry mapping.
   • Bridge global and China perspectives, translating U.S. industry learnings into actionable intelligence for the firm's investment teams.
4. Thought Leadership & Team Building
   • Contribute to shaping the research culture and processes of the new secondary market platform.
   • Mentor junior analysts (if applicable) and help establish best‑in‑class research standards.

The Successful Applicant

A successful US Equity Research specialist should have:

• 5-10+ years of U.S. equity research experience at top‑tier investment banks, hedge funds, asset managers, or independent research houses.
• Strong expertise in Tech or Consumer sectors with proven coverage responsibility.
• Solid modeling, valuation, and financial analysis capabilities; ability to develop investment frameworks independently.
• Demonstrated track record of generating actionable, high‑conviction investment ideas.

Industry Knowledge

• Deep understanding of U.S. market dynamics, industry value chains, and competitive ecosystems.
• Familiarity with global innovation trends, supply‑chain linkages, and cross‑market drivers.

Soft Skills

• Entrepreneurial mindset—comfortable joining a newly formed, high‑growth investment team.
• Strong communication, presentation, and writing skills.
• Ability to work independently and collaborate across global offices.
• Mandarin proficiency preferred (for internal communication); English fluency required.

What's on Offer

• Opportunity to become a founding member of a new public markets platform within a top‑tier Chinese PE firm.
• Access to deep industry networks, proprietary deal flow, and cross‑border insights.
• High degree of autonomy, direct access to senior partners, and significant long‑term career upside.
• Competitive compensation package aligned with top tier asset managers.

If you are passionate about US equity research and eager to make an impact in the financial services sector, we encourage you to apply for this exciting opportunity in Beijing/Hong Kong.