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Equity research - New Energy sector

Hong Kong Permanent HK$700,000 - HK$1,000,000 per year View Job Description
Our client is seeking an experienced Research Analyst to cover the new energy sector, with a primary focus on: Nuclear energy (核电)Lithium and battery materials (锂产业链)Energy storage systems (储能)This is a newly established position as part of the firm's strategic expansion into energy transition investments.
  • A top tier Chinese Asset Management Company in Hong Kong
  • Strong investment team

About Our Client



This client is a Hong Kong-based investment management platform established by a consortium of large industrial groups, financial institutions, and new economy enterprises. It focuses on capturing opportunities from the development of the Greater Bay Area and the growth of an international innovation hub.

The platform manages a dedicated development fund and invests across the full lifecycle, including venture capital, private equity, listed equities, and mergers and acquisitions. Its key investment themes include technology innovation, industrial upgrading, smart cities, and quality-of-life sectors, supporting high-growth companies with both capital and strategic resources.

Overall, it is a well-positioned buy-side institution with a strong regional focus and broad investment capabilities across multiple asset classes.

Job Description

  • Conduct in-depth fundamental research across nuclear, lithium, and energy storage value chains
  • Develop sector frameworks, industry maps, and investment theses aligned with China's dual-carbon (双碳) strategy
  • Perform financial modeling, valuation analysis, and scenario forecasting
  • Identify investment opportunities across public and/or private market
  • Track policy developments, regulatory trends, and technological innovation in the new energy space
  • Produce high-quality research reports and present actionable investment recommendations
  • Build relationships with management teams, industry experts, and research networks
  • Collaborate closely with portfolio managers and senior leadership on investment strategies

The Successful Applicant

Job Requirements

  • 5-10+ years of relevant experience in equity research, buy-side investment, or industry research
  • Proven experience covering new energy sectors, particularly nuclear, lithium, or energy storage
  • Background in top-tier investment banks, asset managers, private equity/venture capital firms, or leading research houses preferred
  • Familiarity with policy-driven sectors and SOE-related ecosystems is a strong advantage

Skills & Competencies

  • Strong understanding of new energy industry value chains and key players
  • Solid financial modeling and valuation capabilities
  • Strong analytical and critical thinking skills
  • Ability to convert macro and policy trends into actionable investment insights
  • Excellent communication skills in both English and Mandarin

Education

  • Bachelor's degree or above in Finance, Economics, Engineering, Energy, or related fields
  • Advanced qualifications (e.g., CFA, MBA, or relevant technical background) are preferred

What's on Offer

  • Newly created role with the opportunity to define and lead sector research coverage
  • Exposure to strategically important industries supported by national policy
  • Stable platform with long-term capital and SOE backing
  • Opportunity to work at the intersection of policy, industry, and capital markets
Contact
Aiko Zhang
Quote job ref
JN-062026-7029244
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-062026-7029244

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.