Description
Step into a leadership role where you will build a new coverage vertical across diversified industrials, including embodied AI (robotics) and a broad range of sector themes.
As a Vice President or Executive Director in the Equity Research team, you will originate and deliver differentiated research across the diversified industrials universe, including robotics and a broad range of sector themes.
Job responsibilities
- Build and own a coverage framework for diversified industrials, including robotics and other industrial/transport sectors, with a focus on listed companies and sector proxies
- Produce thematic sector reports and collaborate on cross-sector projects with partner teams
- Develop and maintain robust financial models (base and sensitivity cases) and clearly articulate the key value drivers and debate points
- Translate industry and supply-chain developments into investable theses, key indicators, and catalysts
- Handle day-to-day client requests with urgency and high quality, tailoring communication to client needs
- Communicate investment ideas persuasively to internal and external stakeholders through written research and verbal interaction
- Organize fact-finding trips, channel checks, and bespoke meetings with management teams and industry participants
- Proactively propose new research approaches and initiatives to build franchise relevance in a new sector vertical
- Apply strong risk awareness and operate in line with applicable legal, regulatory, and firm requirements
Required qualifications, capabilities and skills
- Minimum of 6 years of equity research experience (or directly relevant buy-side / sector strategy experience) with a track record of published insights and client engagement
- Demonstrated relevant coverage experience in at least one of: auto parts (electric vehicle supply chain), technology hardware, diversified industrials, or industrial automation
- Proven ability to build and maintain end-to-end financial models, including base and sensitivity cases, with clear command of key levers and assumptions
- Strong fundamentals orientation: ability to explain competitive landscape, risks, and industry drivers and connect them to market performance
- Ability to synthesize disparate inputs into a compelling, well-structured investment thesis and communicate it clearly and concisely
- Strong client service mindset with the ability to manage high-volume requests while maintaining quality and judgment
- Demonstrated capability to independently plan and execute channel checks, expert calls, and management access
- Bachelor’s degree (or equivalent) in Finance, Economics, Engineering, or a related discipline
- Due recognition will be given to relevant professional qualifications attained from reputable training institutes or professional bodies
Preferred qualifications, capabilities and skills
- Prior experience covering Hong Kong and/or China equities for sectors including but not limited to industrials, auto/auto parts, tech hardware, AI supply chain (or closely linked supply chains)
- Established relationships with relevant corporates, suppliers, and industry experts across automation, components, and industrial technology ecosystems
- Demonstrated ability to create thematic frameworks for early-stage or rapidly evolving sectors with limited pure-play comparables
- Strong confidence interacting with senior business clients and company management teams
- CFA/CPA or progress toward CFA/CPA
- Evidence of creativity in research approach, problem solving, and franchise-building mindset