Key Responsibilities

• • • • • • • • • • • • • • • • Lead and perform in-depth research on China’s macroeconomic environment, markets, targeted sectors, and stocks, focusing primarily on Hong Kong.

                              • Prepare PWM research reports that outline investment strategies and stock recommendations.

                              • Organize and participate in webinars, client meetings, and other events to showcase PWM research findings.

                              • Collaborate with the Product team to create and present investment ideas that align with firm views and client preferences.

                              • Provide sales teams with research insights, strategies, and stock recommendations, addressing inquiries from clients and sales.

                              • Assist in monitoring and evaluating stock model portfolios.

                               

Requirements

• • • • • • • • • • • • • • • • • • • • • At least 3 years of relevant experience in an investment research position covering Hong Kong/China (buy-side or sell-side).

                                        • Research experience should include, but is not limited to, macroeconomic, strategic, sectoral, or company-level analysis.

                                        • Familiarity with technical analysis is advantageous.

                                        • Strong financial modeling and analytical capabilities.

                                        • Excellent communication skills, both verbal and written.

                                        • Proficient in English and Chinese (Cantonese and Mandarin).

                                        • CFA and SFC Licenses 1, 4, and 9 are highly desirable.