Technology Investment Analyst - Buyside (multiple roles)

We are working with two well-regarded investment firms in Hong Kong, both actively building out their technology research capabilities. Each is seeking a senior technology analyst, and while the roles differ slightly in focus, they are targeting a similar profile. If you have strong conviction-based views on technology stocks and a track record of generating alpha in this space, we would like to speak with you.

The Opportunities

One role sits within an established asset management platform with a broad TMT mandate spanning hardware, software, systems, AI, and robotics across both public and private markets globally. The other is with a global long-short equity fund with a dedicated focus on hardware technology, covering US and European listed names.

Both positions are based in Hong Kong and offer the opportunity to work within high-calibre, research-driven investment teams.

What You Will Be Doing

1. Conducting deep-dive research on technology companies across global markets, identifying investment opportunities through rigorous fundamental analysis
2. Covering hardware technology and/or broader TMT sectors including software, AI, systems, and robotics
3. Building and maintaining detailed financial models: revenue forecasts, cash flow analysis, valuation frameworks
4. Generating actionable investment ideas with clear long and/or short theses
5. Writing high-quality investment memos, research reports, and presentations for portfolio managers and investment committees
6. Monitoring portfolio holdings and tracking key operational and financial metrics
7. Collaborating with cross-regional investment teams to surface opportunities across public and, where relevant, private markets

What We Are Looking For

1. 5+ years of buy-side investment experience in technology or TMT: hedge funds, asset management, private equity, or venture capital
2. Strong expertise in global technology equities, particularly US and/or European listed stocks; long-short experience is a distinct advantage
3. Deep sector knowledge in hardware technology and/or broader TMT (software, AI, semiconductors, robotics, systems)
4. Excellent financial modelling and valuation skills: DCF, comps, sum-of-the-parts
5. Experience with dollar funds or exposure to overseas institutional investors is a plus
6. Master's degree or above, ideally combining engineering, computer science, and/or finance
7. Fluent in English and Mandarin
8. Thrives in a fast-paced, high-conviction, results-driven environment