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, focusing on computing (GPU), memory/storage, and related semiconductor supply chains. - Translate technical and industry insights into actionable investment recommendations for Portfolio Managers and the Research Director. - Monitor market developments across key regions, including the US, Taiwan, Japan, Korea, and Singapore, and cover critical industry players. - Support the investment team by preparing 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 the ability to perform rigorous due diligence. - Proven ability to convert engineering and industry language into investment and financial insights. - Fluent in Mandarin (must) and English.