Equity Analyst | Generalist | Global Fund
Equity Analyst
Location: Shanghai
Fund Type: Long-Only, Fundamental, Long-Term Focus
Coverage: US, EU, A-Shares, H-Shares
Years of expeirence: 1-4 years
About the Role
Our client is seeking an Equity Analyst (Generalist) to join our investment team. The successful candidate will play a key role in generating actionable investment ideas and conducting in-depth fundamental research across global markets, including US, European, and China A/H shares. This position offers the opportunity to work in a collaborative environment with a long-term, value-oriented investment philosophy.
Key Responsibilities
- Research & Analysis:
- Conduct comprehensive fundamental analysis of companies across multiple sectors and geographies.
- Build and maintain detailed financial models, including forecasting earnings, cash flows, and valuations.
- Idea Generation:
- Identify and recommend long-term investment opportunities aligned with the fund's strategy.
- Monitor industry trends, competitive dynamics, and macroeconomic factors impacting portfolio companies.
- Portfolio Support:
- Provide ongoing coverage and updates on existing holdings.
- Prepare investment memos and present recommendations to the portfolio managers.
- Collaboration:
- Work closely with senior analysts and portfolio managers to refine investment theses.
- Participate in team discussions and contribute to overall portfolio construction decisions.
Qualifications
- Education:
- Bachelor's degree in Finance, Economics, Accounting, or related field; CFA designation or progress toward CFA preferred.
- Experience:
- 1-4 years of experience in equity research, investment banking, or asset management.
- Exposure to global markets (US/EU/China) and ability to analyze companies across sectors.
- Skills:
- Strong financial modeling and valuation skills.
- Excellent analytical and critical thinking abilities.
- Effective communication and presentation skills.
- Attributes:
- Intellectual curiosity and passion for investing.
- Ability to work independently and as part of a team.
- Long-term mindset aligned with fundamental investing principles.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.