• Provide frequent and timely research insights on macro-economy and prioritize follow-up on their inquiries as there are new company, macroeconomic, geopolitical developments.
• Stay abreast of financial market trends, economic indicators, and industry developments.
• Monitor and analyze industries and markets to source for suitable investment opportunities and timely provide expert advice on investment recommendations and articulate investment thesis, risks, and payoff for each recommendation， especially Hong Kong and US market.
• Handle global company and sector research to contribute to the decision to stock selection and portfolio construction.
• Provide opinions on the outlook for equities pertaining to existing and potential investment portfolios which includes providing key and pertinent market drivers from top-down and bottom-up perspectives.
• Produce detailed analysis reports for each stock or fixed income covered and regularly update their recommendations for internal use.
• Provide weekly analysis summaries for high-conviction stock for all sectors.
• Pro-actively contribute to the investment process to both reduce transaction costs and identify alpha opportunities. Gather and disseminate market, sector, and product information to provide actionable investment ideas and implementation strategies.
• Any relevant ad hoc duties as assigned.
