Vice President Senior Investment Analyst

Conning; Hong Kong; On-site; HKD 1,000,000 - 2,000,000; Full time

Job summary

Conning is a leading global investment management firm with a long history of serving the insurance industry. The role leads fundamental equity research across Information Technology and semiconductor sectors, with a primary focus on Asia and other major markets, developing differentiated investment ideas grounded in research and valuation discipline.

You will prepare detailed company analyses and financial models, support portfolio managers in portfolio construction and surveillance, and

Qualifications

• Bachelor’s degree in Business, Finance, Economics or related field is required.
• 7–12 years of relevant experience in equity research, investment management or similar analytical roles.
• Engineering or technical background plus strong financial analysis is a plus.
• Strong integrity, accountability and professional conduct.
• Excellent written and verbal English communication; Mandarin a plus.

Responsibilities

• Lead fundamental equity research across IT, semiconductor and cyclical sectors, with a focus on Asia and major markets.
• Develop high-conviction investment ideas based on fundamental research and valuation discipline.
• Prepare detailed company research, financial models, earnings forecasts, valuations and risk analyses.
• Support portfolio managers with market surveillance, portfolio construction and investment analysis.
• Prepare documentation for Investment Committee and investment process decisions.
• Monitor market-moving news in assigned areas and report timely insights.
• Perform ad hoc tasks as assigned by portfolio managers.

Skills

Equity research

Financial analysis

Critical thinking

Communication (English)

Team collaboration

Problem-solving

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.

Applicants must exhibit a strong commitment to meet compliance obligations reflecting Conning's core values of honesty and integrity; must accept responsibility for compliance in each role and comply with all applicable rules, regulations, and legal requirements.