PORTFOLIO MANAGER / SENIOR ANALYST (GREATER CHINA TECH & TAIWAN EQUITIES)
Posted by Recruitment Intelligence Consultants Limited • Hong Kong, Hong Kong, Hong Kong
About the Role
Our client is an international asset management house with an unparalleled reputation across the Asia Pacific region. With the continued growth of the organization, the need has arisen to recruit a high calibre candidate to join them.
This role focuses on Greater China technology sector and Taiwan equities, requiring deep industry expertise, strong fundamental research capabilities, and a proven ability to generate alpha. Contribute to portfolio construction, stock selection, and risk management, while also engaging with clients to communicate investment strategy and performance. Conduct deep-dive fundamental research on companies in Greater China technology and Taiwan markets. Build and maintain detailed financial models, perform valuation analysis, and assess industry dynamics. Identify secular trends, competitive advantages, and catalysts for long-term value creation....
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