VP, Equity Research — IT & Semiconductors (Asia Focus)

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. 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