Equity research - New Energy sector

• A top tier Chinese Asset Management Company in Hong Kong
• Strong investment team

About Our Client

This client is a Hong Kong-based investment management platform established by a consortium of large industrial groups, financial institutions, and new economy enterprises. It focuses on capturing opportunities from the development of the Greater Bay Area and the growth of an international innovation hub.

The platform manages a dedicated development fund and invests across the full lifecycle, including venture capital, private equity, listed equities, and mergers and acquisitions. Its key investment themes include technology innovation, industrial upgrading, smart cities, and quality-of-life sectors, supporting high-growth companies with both capital and strategic resources.

Overall, it is a well-positioned buy-side institution with a strong regional focus and broad investment capabilities across multiple asset classes.

Job Description

• Conduct in-depth fundamental research across nuclear, lithium, and energy storage value chains
• Develop sector frameworks, industry maps, and investment theses aligned with China's dual-carbon (双碳) strategy
• Perform financial modeling, valuation analysis, and scenario forecasting
• Identify investment opportunities across public and/or private market
• Track policy developments, regulatory trends, and technological innovation in the new energy space
• Produce high-quality research reports and present actionable investment recommendations
• Build relationships with management teams, industry experts, and research networks
• Collaborate closely with portfolio managers and senior leadership on investment strategies

The Successful Applicant

Job Requirements

• 5-10+ years of relevant experience in equity research, buy-side investment, or industry research
• Proven experience covering new energy sectors, particularly nuclear, lithium, or energy storage
• Background in top-tier investment banks, asset managers, private equity/venture capital firms, or leading research houses preferred
• Familiarity with policy-driven sectors and SOE-related ecosystems is a strong advantage

Skills & Competencies

• Strong understanding of new energy industry value chains and key players
• Solid financial modeling and valuation capabilities
• Strong analytical and critical thinking skills
• Ability to convert macro and policy trends into actionable investment insights
• Excellent communication skills in both English and Mandarin

Education

• Bachelor's degree or above in Finance, Economics, Engineering, Energy, or related fields
• Advanced qualifications (e.g., CFA, MBA, or relevant technical background) are preferred

What's on Offer

• Newly created role with the opportunity to define and lead sector research coverage
• Exposure to strategically important industries supported by national policy
• Stable platform with long-term capital and SOE backing
• Opportunity to work at the intersection of policy, industry, and capital markets