Equity Research Analyst, Family Office

Role Summary

Our client, a single family office, is hiring for an Equity Research Analyst to join the investment team, where you will serve as either a Generalist or specialist covering Healthcare, Consumer, and Technology, Media and Telecommunications (TMT) sectors.

Key Responsibilities

1. Conduct sector and company-specific analysis to identify key market players and track current trends across US, Hong Kong, and China markets
2. Perform quantitative and qualitative research analysis and develop investment recommendations
3. Prepare and present investment memos, presentations, and performance reports to the investment committee
4. Monitor investment performance throughout the entire investment lifecycle, providing timely updates and ongoing analysis

Required Qualifications

1. Bachelor's degree or higher in Finance, Economics, Accounting, or related disciplines
2. 3+ years of experience in equity research roles
3. CPA/CFA qualification preferred
4. Strong analytical and numerical capabilities with meticulous attention to detail
5. Ability to work independently and collaboratively under pressure
6. Proficiency in financial and investment analysis, including modeling, valuation, projections, and due diligence
7. Fluency in spoken and written English and Chinese (Cantonese and/or Mandarin)