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Michael Page Hong Kong

US Equity Research -Tech/consumer sector

Michael Page Hong Kong
Posted 12 days ago Permanent Competitive

US Equity Research -Tech/consumer sector

Michael Page Hong Kong
  • A top tier Chinese Private Equity platform
  • Steadily setting up their secondary investment arm
About Our Client

The company is a well-established organization within the financial services sector. They are known for their expertise in Private Equity.

Job Description

As a US Equity Research specialist, your main responsibilities will include:

1. Research & Coverage Development
  • Lead fundamental bottom-up research on U.S. equities within Tech (AI, cloud, semiconductors, software, hardware, platforms) or Consumer (retail, e-commerce, brands, discretionary, staples) sectors.
  • Build detailed financial models, conduct valuation analysis, and provide clear investment theses.
  • Track industry trends, competitive landscape shifts, regulatory developments, and macro drivers influencing sector performance.
  • Produce high-quality written research reports and investment memos for IC review.
2. Investment Idea Generation & Portfolio Support
  • Generate alpha-driven investment ideas aligned with the firm's strategic directions.
  • Collaborate closely with PMs to support portfolio construction, risk management, and position sizing.
  • Provide ongoing monitoring of existing positions with timely updates and thesis reassessment.
3. Cross-Border Insight Integration
  • Leverage U.S. market insights to support the firm's broader investment ecosystem, including private equity deal sourcing, due diligence, and strategic industry mapping.
  • Bridge global and China perspectives, translating U.S. industry learnings into actionable intelligence for the firm's investment teams.
4. Thought Leadership & Team Building
  • Contribute to shaping the research culture and processes of the new secondary market platform.
  • Mentor junior analysts (if applicable) and help establish best-in-class research standards.
The Successful Applicant

A successful US Equity Research specialist should have:
  • 5-10+ years of U.S. equity research experience at top-tier investment banks, hedge funds, asset managers, or independent research houses.
  • Strong expertise in Tech or Consumer sectors with proven coverage responsibility.
  • Solid modeling, valuation, and financial analysis capabilities; ability to develop investment frameworks independently.
  • Demonstrated track record of generating actionable, high-conviction investment ideas.
Industry Knowledge
  • Deep understanding of U.S. market dynamics, industry value chains, and competitive ecosystems.
  • Familiarity with global innovation trends, supply-chain linkages, and cross-market drivers.
Soft Skills
  • Entrepreneurial mindset-comfortable joining a newly formed, high-growth investment team.
  • Strong communication, presentation, and writing skills.
  • Ability to work independently and collaborate across global offices.
  • Mandarin proficiency preferred (for internal communication); English fluency required.
What's on Offer
  • Opportunity to become a founding member of a new public markets platform within a top-tier Chinese PE firm.
  • Access to deep industry networks, proprietary deal flow, and cross-border insights.
  • High degree of autonomy, direct access to senior partners, and significant long-term career upside.
  • Competitive compensation package aligned with top tier asset managers.
If you are passionate about US equity research and eager to make an impact in the financial services sector, we encourage you to apply for this exciting opportunity in Beijing/Hong Kong.
Job ID  JN-022026-6942665
ABOUT COMPANY
Hong Kong
HR & Recruitment
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