Investment & Products Analyst Intern - Equities

CLFAMC 2027 INTERNSHIP PROGRAM – APPLY NOW

China Life Franklin Asset Management Co., Ltd. ("CLFAMC") is a joint-ventured asset manager formed by two global financial powerhouses — China Life Insurance Group and Franklin Templeton Investments. Founded in 2007, we have grown into a major player in the regional asset management industry, managing over HK$250 billion in assets from Hong Kong. That momentum is built by people — and we're looking for the next generation to carry it forward. We are now accepting applications for internship opportunities across our Frontline Investments, Middle Office and Operations Teams. If you are in your penultimate or final year of study and ready to transform your skills into real-world career experience, apply now.

OVERVIEW

The CLFAMC 2027 Summer Internship Program is a 2+ months internship, requiring 3–5 days per week. During the program, you will receive day-to-day training and take part in activities designed to help you gain insight into how Asset Management industry operates. You will work on real responsibilities alongside fellow interns and our people. Beyond professional skills, you will gain a network in the financial industry and the opportunity to join our Graduate Talent Pool if you excel during your internship.

Each program enables you to rotate between teams within the related functions. If you are a people person who enjoys a good challenge and thrives on moving between teams, you will have a greater chance to succeed in this Internship Program.

ABOUT THE ROLE

We are looking for a motivated, tech-savvy, and detail-oriented student to join our frontline investment team. This internship is primarily focused on Equities Investment, where you will develop a strong foundation in equities investment modelling and support investment professionals in research, financial modelling, and portfolio processes. As part of the internship, you will also spend a small portion of your time with the Sales & Marketing Team to learn how investment products are positioned and communicated to clients.

KEY RESPONSIBLITIES

Research & Financial Modelling

1. Conduct quantitative and qualitative research on assigned industries or stock names in a timely manner, using a bottom-up, fundamental approach.
2. Help maintain detailed financial models and generate stock notes based on various financial statements.
3. Closely collaborate with the team on research and investment tasks.

Portfolio & Administrative Support

1. Assist the team with portfolio administration tasks.
2. Maintain data models for each account and calculate yield and daily turnover of each portfolio.
3. Report on the NAV of entrusted assets and portfolio returns.
4. Collect data and conduct statistical analysis as required by the team.
5. Prepare data for regular investment meetings.
6. Support other ad-hoc statistical projects.

Products & Marketing Rotation (Supporting Focus)

This rotation is designed to help you understand how investment products are marketed and distributed. You will:

1. Assist in preparing sales and distribution materials, such as fund factsheets, internal reports, and distribution agreements.
2. Help prepare customized client deliverables, including presentations and performance information.
3. Support the coordination of sales meetings, pitches, and partner engagement activities (e.g., training partner sales teams on product features and market trends).
4. Assist in gathering information for RFI, DDQ, and onboarding processes.

WHO WE ARE LOOKING FOR

1. Current students in Computer Engineering, Data Science, Financial Engineering, Mathematics, Finance, or related disciplines. Prior internship experience in an asset management environment is preferred.
2. Technical Skills: Proficiency in Python is highly preferred, with hands-on experience using Python/AI tools for data processing and workflow automation. Familiarity with Bloomberg Terminal is a plus. Skilled in Excel, VBA, and related tools.
3. AI & Prompt Engineering: Hands-on experience with AI productivity tools (e.g., Microsoft Copilot) and prompt engineering, with the ability to design automated workflows for text classification, information extraction, and synthesis.
4. Financial Knowledge: Basic understanding of financial statements and corporate finance; familiarity with fixed income concepts or credit analysis is a plus. Good numerical and financial modelling skills.
5. Soft Skills: Genuine passion for financial markets, high attention to detail and accuracy, proactive problem-solving mindset, and a strong sense of responsibility.
6. Language Proficiency: Fluent in spoken Mandarin and English, with excellent written Chinese and English.

FOR APPLICATION

Interested parties, please send a detailed resume to the Human Resources Team by email ([email protected]). Our process is designed to be objective and fair. All applications will be treated with strict confidentiality. Personal data collected will be used for recruitment purposes only and strictly in accordance with the employer's personal data policies. Personal data of unsuccessful applicants will be retained for no longer than two years from the date of application. We regret that only short-listed candidates will be notified. If you do not wish the employer to retain your data for future recruitment exercises, please request immediate destruction of your data.