Equities Analyst

Job Responsibilities

• Focus on equity research (mainly on HK and US listed stocks).
• Build fundamental equity valuation models from scratch.
• Responsible for collecting and sorting stock market information to conduct research and analysis, formulate earnings forecasts, and valuation judgments for targeted companies.
• Closely monitor macro-economic situations and industry trends for covered sectors/companies.
• Maintain the fundamental stock pool, providing early warning of downward trend risks due to fundamental changes.
• Provide investment recommendations and work closely with the CEO in formulating investment strategy and asset allocation.
• Manage a profit and loss account, taking ownership of trading performance.
• Assist in various thematic research.

Requirements

• At least a Bachelor’s degree, preferably in Finance, Business, Economics, or a related field.
• At least 4 years of solid experience in equity research and/or portfolio management; candidates with experience at top investment banks or asset management firms are preferred.
• Good knowledge of finance and strong data analysis abilities, familiar with Bloomberg and other related financial platforms.
• Good team player with excellent interpersonal skills, committed to working in a respectful, team-oriented, and multicultural environment.
• Strong communication skills to convey complex financial information and data to investors.
• Able to write and speak in English and Chinese to liaise with Chinese associates.