Research Analyst – Private Wealth Management

We are searching for a HK/China Research Analyst as part of the Private Wealth Management (PWM) Research team / CIO Office.

Responsibilities

• Support the CIO to conduct research on China macroeconomics, markets, selected sectors, and stocks, with a focus on Hong Kong
• Conduct technical analysis on Hong Kong, China and US Stocks
• Write short research reports on investment strategies and stock picks
• Organize/participate in webinars, sales/client meetings, and other events to market PWM research
• Support the Products team in generating and pitching investment ideas aligned with house views and client interests
• Engage Sales with research insights, strategies, and stock picks. Handle sales/client requests
• Assist in monitoring stock model portfolios

Requirements

• Minimum 3 years of relevant experience in an investment research role covering Hong Kong /China (buy-side or sell-side)
• Research experience includes but is not limited to macro, strategy, sector, or company-level coverage
• Strong financial modelling and analytical skills
• Good communication skills, both speaking and writing
• Fluent in English and Chinese (Cantonese and Mandarin)
• CFA and SFC Licenses 1 and 4 are preferred
• Effectively using AI is preferred