Finance/Equity Analyst

Posted by Michelle Koh, Recruiter

We are a dynamic, multi-generational family office dedicated to preserving and growing family wealth through strategic investments and bespoke financial solutions. We are seeking an experienced Financial/Equity Analyst to join our team and provide critical insights into our investment portfolio. This role is ideal for a proactive, analytical professional who thrives in a collaborative environment and is passionate about financial markets and equity investments.

Ideal Candidate

The ideal candidate for this position is a highly motivated and skilled analyst with a strong background in purchasing, trading, confirmation, and settlement of investments in US stocks, HK stocks, bonds, foreign currencies, and equity research, particularly in the US and HK.

Responsibilities

1. Conduct in-depth fundamental research on equity securities within a specific company universe, either independently or with minimal supervision from the CEO, to make informed investment recommendations.
2. Provide strategic advice and insights on potential investment opportunities.
3. Analyze financial and operational data from publicly available sources.
4. Develop and maintain detailed financial models for valuation purposes.
5. Perform fundamental valuation exercises, including setting price targets and identifying potential market catalysts and timelines.
6. Carry out industry and sector research, including peer analysis and the modeling of supply, demand, and profitability.
7. Prepare and present reports on investment performance and activities.
8. Formulate independent views on investment opportunities to maximize returns.
9. Collaborate with the Investment team to uncover new investment avenues.
10. Analyze global news and its impact on the company and industry competitors.

Requirements

1. Bachelor’s degree from internationally recognized universities. Relevant financial certifications are highly preferred.
2. CFA Charterholder status is advantageous.
3. Deep understanding of investment market principles, practices, and techniques.
4. Previous experience in direct investment transactions or startup environments will be beneficial.
5. At least 5 years of relevant experience as an equity research analyst, with proficiency in the stock exchanges of the US and HK markets.
6. Proven track record of working with Ultra-High Net Worth (UHNW) / High Net Worth (HNW) individuals or in Family Office settings.

Desired Skills and Experience

Forecasting, Data Analysis, Analytical Skills, Financial Planning, Interpersonal Skills, Business Analysis, Investments, Economics, Trade Finance, Accounting, Project Management, Financial Analysis, Communication Skills, Banking, Budgeting, Capital, Business Analyst, Financial Services, Financial Reporting, Business Requirements.