TMT US Equity Analyst

Job Title: US TMT Equity Analyst

Location: Beijing

Role Overview

Our client is seeking a US TMT Equity Analyst to join our Beijing-based team. The analyst will focus on long-only, fundamental research with a long-term investment horizon, covering major U.S. technology, media, and telecom (TMT) companies, including MAG7 and other large-cap stocks.

Key Responsibilities

• Conduct in-depth fundamental research on U.S. TMT companies, with emphasis on mag-7 technology names and ADRs.
• Build and maintain detailed financial models, perform valuation analysis, and monitor industry trends.
• Generate actionable investment ideas aligned with a long-term, long-only strategy.
• Prepare comprehensive research reports and present findings to portfolio managers and investment committees.
• Track key developments in the U.S. equity market and assess their impact on covered sectors.
• Collaborate with global research teams to share insights and maintain consistency in coverage.

Qualifications

• Bachelor's degree or higher in Finance, Economics, Accounting, or related field; MBA or CFA preferred.
• 3+ years of experience in equity research or investment analysis, ideally with TMT sector exposure.
• Strong understanding of U.S. equity markets and large-cap technology companies.
• Excellent financial modeling and valuation skills.
• Ability to synthesize complex information and communicate clearly in written and verbal form.
• Proficiency in English; Mandarin fluency is a plus.