Equity Research Manager/ Investment Manager Family Office

Our client, a growing family office, is seeking an Equity Research Manager/ Investment Manager to support senior management across investment and financial functions. This role offers the opportunity to contribute directly to portfolio performance and long-term investment strategy.

Responsibilities:

• Provide comprehensive, end-to-end equity research support with a primary focus on Hong Kong and US listed companies
• Conduct in-depth fundamental and financial analysis across multiple industry sectors
• Monitor market trends, corporate developments, and macroeconomic factors that may impact portfolio holdings
• Deliver actionable insights and produce high-quality research reports to support investment strategies
• Manage and record investment materials and documents

Requirements:

• University degree in Finance, Accounting, Economics or a similar discipline.
• 8-10 years of relevant experience including in-house experience.
• Strong understanding of both Hong Kong and US equity markets
• External audit training from Big 4 is required. CPA qualification essential.
• Detail-oriented, well-organized, and strong time management skills
• Good command of English and Chinese, both spoken and written.

*Personal information collected will be used for recruitment purposes only*