Pan-Asia Sector Analyst – Asia Semiconductors / Tech Hardware

The Sector Analyst team within the Library division is responsible for uncovering actionable insight through in-depth conversations with senior executives and industry specialists, driving sector and regional coverage strategy, and engaging with clients to showcase the value of our research.

We are looking for a motivated Semiconductors / Tech Hardware analyst to join our team in Hong Kong.

In this role you will be expected to:

• Produce in-depth research coverage on semiconductor and tech hardware stocks across Asia ex-China by speaking to on-the-ground experts and industry executives;
• Generate ideas, conduct research on topics of interest, and prepare detailed question lists in advance of those expert interviews;
• Drive discussions with industry specialists with the aim of surfacing value-added and actionable insights to support clients’ understanding of / knowledge in the areas that they invest;
• Engage with top institutional investor clients to present our research and foster relationships, collaborate with internal account management and sales teams to broaden your reach and build a brand for yourself;
• Build relationships with senior industry executives across your areas of coverage; figure out where they have non-consensus views or granular insights that are difficult to obtain;

A successful candidate will display these personal attributes:

• Intellectual Curiosity; deeply interested in understanding financial markets and building expertise in analysing businesses, strong research/analytical skills.
• Strong Relationship Builder; ability to confidently interact with C-level executives and industry experts, proficient at working both independently and effectively with diverse teams with different perspectives and backgrounds.
• Exceptional Communicator; excellent presentation, written and verbal communication skills, highly logical and structured, and high attention to detail. A people person.
• Results Driven; self-starter with a high work ethic who takes personal ownership of their coverage and research outcomes.
• Client-centric; a strong drive and desire to add value to Third Bridge’s institutional investor client base, as time spent with clients is a core KPI for the role.

SKILLS & QUALIFICATIONS

• 1-4yrs of relevant experience in equity or credit research, management consulting, or other investment research-related roles
• Previous experience and strong understanding of semiconductors and global hardware upstream/downstream verticals across Taiwan, China, US
• Native-level Mandarin and strong command of spoken and written English as analysts will engage with our global client base
• Demonstrable experience in conducting fundamental research, valuation / financial modelling, and articulating actionable investment theses/non-consensus views when pitching stocks
• Strong team orientation, highly collaborative with proven experience in driving outcomes through teamwork
• Visa sponsorship can be provided for qualified candidates