Investment Analyst

- Have experience as a research analyst doing in-depth single stock analysis with a strong stock-picking track record, particularly in the U.S. and Hong Kong equity markets.

- Conduct in-depth research and analysis on potential investment opportunities across various asset classes, including U.S. and Hong Kong-listed stocks, fixed income, funds, private equity, and alternative investments.

- Study the fundamentals of covered industries in depth using big data tools to assist in constructing target sectors worth investing in, with a focus on U.S. and Hong Kong market trends.

- Build financial models and utilize big data tools to conduct thorough fundamental analysis of the covered industries.

- Prepare reports and presentation slides to deliver findings to the management team.

- Proficiency in tools such as Excel VBA, MS Power BI, Python, or equivalent for delivering reporting solutions and building semantic data layers is preferred.

Qualifications

- Bachelor’s degree or higher in Economics, Actuarial Science, Data Analytics, Mathematics, or a related field.

- Minimum 4 years of relevant experience in a buy-side research analyst role.

- Experience with U.S. and Hong Kong capital markets is highly desirable.

- Prior exposure to private equity (secondary market) is a strong advantage.