Vice President Senior Investment Analyst

Conning Asia Pacific Limited; Hong Kong; On-site; HKD 1,000,000 - 1,600,000; Full time

Job summary

Conning Asia Pacific Limited is seeking a senior equity research professional to lead fundamental research across IT and semiconductor sectors with a regional focus on Asia. You will develop high-conviction ideas, build financial models, and support portfolio managers in portfolio construction and risk analysis.

The role requires extensive experience in equity research, strong financial modeling skills, and fluent English communication in a multicultural environment.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, or a related field
• Typically 7–12 years of relevant experience in equity research, investment management or a similar analytical role
• Engineering or technical background with strong financial analysis is a plus
• Collaborative working style with the ability to challenge and be challenged constructively
• High standards of integrity, accountability and professional conduct
• Strong analytical, problem solving and critical thinking skills
• Excellent written and verbal English communication; Mandarin a plus

Responsibilities

• Lead fundamental equity research across IT, semiconductors, or cyclical sectors with focus on Asia and major global markets
• Develop differentiated, high-conviction investment ideas based on research, analysis, engagement and valuation discipline
• Prepare detailed company research, financial models, earnings forecasts and risk assessments
• Support portfolio managers in market surveillance, portfolio construction, and investment analysis of holdings
• Prepare documentation for Investment Committee and investment process decisions
• Monitor market-moving news and perform ad hoc tasks as assigned

Skills

Equity research

Financial analysis

English communication

Team collaboration

Education

Bachelor's degree in Business/Finance/Economics

Tools

Bloomberg

Bloomberg Excel

Microsoft Office

Job description

Conning is a leading global investment management firm with a long history of serving the insurance industry. We develop customized investment strategies that address our clients’ unique objectives, requirements and tolerance for risk. We develop solutions by leveraging Conning’s risk management tools and utilizing a highly disciplined investment process that relies on fundamental analysis.

Key responsibilities:

• Lead fundamental equity research across the Information Technology, semiconductor sectors or cyclical sectors, with a primary focus on companies in Asia and other major global markets.
• Develop differentiated, high-conviction investment ideas based on fundamental research, industry analysis, company engagement, and valuation discipline.
• Prepare detailed company research, financial models, earnings forecasts, valuation analyses, investment theses, and risk assessments.
• Support multi asset portfolio managers in portfolio management, including market surveillance, portfolio construction, active monitoring and investment analysis of portfolio holdings.
• Prepare documentation for decision making of Investment Committee and investment process.
• Follow and report on market-moving news flow within assigned areas on a timely basis.Ad hoc tasks assigned by portfolio managers.

Requirements:

• Bachelor’s degree in Business, Finance Economics, or a related field.
• Typically 7 to 12 years of relevant experience in equity research, investment management, or a comparable analytical role.
• An engineering or technical background combined with strong financial analysis experience would be a plus.
• Collaborative working style and willingness to challenge and be challenged constructively.
• High standards of integrity, accountability, and professional conduct.
• Strong analytical, problem-solving, and critical-thinking skills
• Excellent written and verbal English communication skills to work in a multi-cultural environment. Mandarin language skills are a plus.
• Expertise in the semiconductor and Information technology sectors
• Proficient user of Microsoft Office, Bloomberg and Bloomberg Excel.

Personal attributes:

• Independent thinkers who are risk takers;
• Self-motivated investors with ability to learn from mistake;
• Organized thought-process, strong initiative and ownership of the quality of deliverables.
• Strong time management skills and ability to multi-task in fast-paced working environment.
• Strong personal integrity, professional work ethics and good teammate.

Conning is an equal opportunity employer.

Our company embraces the principles of inclusion; our employees can bring the best version of themselves to work every day.

We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued.

We provide reasonable accommodations to those who need them.

If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

Conning is a leading global investment management firm with a long history of serving the insurance industry. We develop customized investment strategies that address our clients’ unique objectives, requirements and tolerance for risk. We develop solutions by leveraging Conning’s risk management tools and utilizing a highly disciplined investment process that relies on fundamental analysis.