Industrial Research - Global Coverage

Hong Kong Permanent HK$600,000 - HK$1,000,000 per year View Job Description
Our client is a reputable L/S equity fund in hong kong. They are seeking a highly motivated investment professional to join their investment team, working directly with the Founder & CIO , covering the Global Industrials sector with a focus on Chemicals, Energy, Industrials, Capital Goods, Machinery, Building Materials and related value chains.
  • A top tier Chinese Asset Manager in Hong Kong
  • Strong background of Investment team

About Our Client

A Hong Kong-based alternative investment manager focused on public equities, managing institutional and private capital through fundamentally driven investment strategies. The firm is known for its research-intensive approach, with expertise across Asia-Pacific markets, and operates under a regulated asset management framework in Hong Kong.

Job Description

  • Conduct fundamental equity research across global Industrials sectors.
  • Generate actionable long and short investment ideas.
  • Build and maintain detailed financial models and valuation frameworks.
  • Perform company analysis, earnings forecasting, and industry research.
  • Conduct primary research through:
    • Management meetings
    • Expert network consultations
    • Channel checks
    • Customer and supplier interviews
    • Supply chain analysis
  • Monitor industry developments, commodity cycles, regulatory changes, and competitive dynamics.
  • Present investment recommendations directly to the Founder & CIO.
  • Track portfolio holdings and investment catalysts.



The Successful Applicant

  • 3-15 years of relevant investment research experience.
  • Global Industrials sector expertise, including Chemicals, Energy, Capital Goods, Machinery, Building Materials, or related industries.
  • Buy-side or top-tier sell-side research background.
  • Graduated from a QS Top 100 university.
  • Strong academic pedigree, preferably candidates who have gone through China's National Higher Education Entrance Examination (Gaokao) and demonstrated outstanding academic achievement.
  • Proven capability in financial modelling, fundamental research, channel checks, and investment idea generation.
  • Ability to communicate effectively with management teams and industry participants across China and global markets.
  • Based in Hong Kong or willing to relocate.
  • Only mandarin speaker is considered

What's on Offer

  • A steep learning curve and strong career development opportunities.
  • Exposure to sophisticated quantitative research and trading strategies.
  • Close interaction with experienced portfolio managers, researchers, and technology professionals.
  • A collaborative and high-performance culture that values innovation and ownership.
  • Competitive compensation and long-term growth potential.
  • The opportunity to contribute directly to the firm's success and see the impact of your work.



Contact
Aiko Zhang
Quote job ref
JN-082026-7081827
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-082026-7081827

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.