Career
Equity Research – Overseas AI Hardware
Hong Kong, Hong Kong
Equity Research – Overseas AI Hardware About our client: - Top Chinese asset management firm Location: - Hong Kong / Singapore / Beijing / Shanghai / Shenzhen Responsibilities: - Conduct fundamental research and due diligence on overseas AI hardware companies, including computing (GPU), memory/storage, and related semiconductor supply chains. - Translate technical and industry insights into actionable investment recommendations for the firm's Portfolio Managers and Research Director. - Monitor market developments across key regions (US, Taiwan, Japan, Korea, Singapore) and cover critical industry players. - Support the investment team with regular research reports, thematic notes, and ad-hoc analysis. Pre-requisites: - Bachelor's degree or above in a technical or finance discipline. - 3–5+ years of experience (mid-level or senior) in buy-side, sell-side, or industry roles. - Deep expertise in at least one AI hardware vertical (compute/GPU or memory/storage), with ability to perform rigorous due diligence. - Proven ability to convert engineering/industry language into investment and financial insights. - Fluent in Mandarin (must) and English.
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