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Equity Research Analyst - Global Hard Tech focused

Hong Kong Permanent HK$600,000 - HK$1,200,000 per year View Job Description
Our client is a reputable Chinese-background long/short equity investment platform with a strong institutional reputation and a proven track record across global public markets. The firm is seeking an experienced Global Technology Research Analyst to work directly with the Founder/CIO and contribute to investment idea generation, fundamental research, and portfolio construction across the global technology sector.
  • A reputable Chinese L/S Equity fund house in Hong Kong
  • Excellent background of investment team

About Our Client

Our client is a well-established, founder-led alternative investment platform based in Hong Kong, specializing in long/short equity investing across global markets. Backed by a strong institutional investment process and a seasoned investment team, the firm focuses on identifying high-conviction opportunities through deep fundamental research. The platform has built a solid reputation among institutional investors and offers a highly entrepreneurial environment, where investment professionals work closely with senior leadership and play a meaningful role in the investment decision-making process.

Job Description

  • Conduct deep fundamental research on global technology companies across key subsectors, including:
    • Semiconductors
    • Hardware & Electronics
    • Digital Infrastructure
  • Generate differentiated long and short investment ideas through rigorous bottom-up analysis.
  • Build and maintain detailed financial models, valuation frameworks, and earnings forecasts.
  • Analyze industry trends, competitive dynamics, technology developments, and regulatory changes impacting investment opportunities.
  • Conduct channel checks, expert calls, management meetings, industry conferences, and primary research.
  • Prepare high-quality investment memos and present recommendations directly to the Founder/CIO.
  • Monitor portfolio holdings, earnings releases, and market developments to identify risks and opportunities.
  • Work closely with portfolio management and investment teams on position sizing, catalysts, and risk assessment.

The Successful Applicant

  • Bachelor's degree or above from a top-tier university.
  • 3-10 years of relevant investment research experience, with a strong focus on the technology sector.
  • Proven experience gained at:
  • Leading hedge funds
  • Long-only asset managers
  • Global investment banks
  • Private investment firms
  • Reputable investment research platforms
  • Candidates with international or overseas research experience are highly preferred.
  • Demonstrated track record of developing investment recommendations and generating actionable investment ideas within the technology sector.





Technical & Investment Skills

  • Deep understanding of global technology sectors and business models.
  • Strong financial modelling and valuation capabilities.
  • Demonstrated ability to generate actionable investment ideas with independent conviction.
  • Experience conducting extensive primary research and developing differentiated insights.
  • Strong analytical, critical thinking, and problem-solving skills.



Language

  • Native Mandarin speaker is essential.
  • Strong English communication and presentation skills.
  • Ability to engage effectively with both Chinese and international management
  • Candidates with experience covering US-listed, Hong Kong-listed, China ADR, and broader global technology companies will be viewed favorably.

Personal Attributes

  • Intellectual curiosity and passion for investing.
  • Entrepreneurial mindset and strong ownership mentality.
  • Ability to thrive in a high-performance, fast-paced investment environment.
  • Excellent communication and influencing skills.
  • Collaborative while capable of working independently with limited supervision.

What's on Offer

  • Direct reporting line to the Founder/CIO.
  • Significant exposure to investment decision-making.
  • Opportunity to work within a highly respected investment platform.
  • Competitive compensation structure with performance-driven upside.
  • Long-term career development within a growing institutional investment organization.
Contact
Aiko Zhang
Quote job ref
JN-072026-7074870
Phone number
+852 2848 4712

Job summary

Function
Banking & Financial Services
Specialisation
Portfolio / Fund / Asset Manager
What is your area of specialisation?
Financial Services
Location
Hong Kong
Job Type:
Permanent
Consultant name
Aiko Zhang
Consultant phone
+852 2848 4712
Job Reference
JN-072026-7074870

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know.