Sr. Analyst, Equity Research

AIA

  • Shanghai
  • Permanent
  • Full-time
  • 20 hours ago
At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.And to get there, we need ambitious people who believe in playing an important part in shaping that future. People seeking unmatched career and personal growth opportunities, who are driven to work with, and learn from some of the most inspiring and supportive leaders in the business.Sound like you? Then read on.About the RoleThe position is responsible for providing in-depth and accurate research and analysis on stocks(A/H) and industries, with the goal of generating excess return from valuable investment insights and make sector/stock investment recommendations to support the Equity Investment team. The analyst will closely monitor market trends, company financials, and industry developments to qualitative references and support investment decisions.Roles and Responsibilities：
  • Cover the Utility, Auto, New energy and Electrical equipment and other sectors assigned by Team Head. Conduct in-depth fundamental research on industry and target companies that includes but not limited to: i) key macro/regulatory/business factors affecting industry/target companies; ii) company's business model and management evaluation, and key earning power drivers; iii) detailed financial modelling and valuation; iv) major sources of investment risks etc., with the objective of producing quality research output substantiated by sound analysis and investment logic. Regularly update reports, actively and timely comment in morning meetings, and send offsite research transcripts.
  • Generate quarterly in-depth reports with fundamental, industry, competitive, and financial projections.
  • Explore stock investment opportunities and give clear recommendation of stocks to generate excess returns relative to the benchmark.
  • Offer accurate industry allocation advice and precise stock selection to make contribution of model portfolio.
  • Articulate and communicate investment recommendation clearly and comprehensively with firm conviction, thereby effectively supporting portfolio management and facilitating the practical application and conversion of research outcomes.
  • Develop and maintain an effective stock pools of coverage sectors to support portfolio management.
  • Monitor and analyse key developments of covered sectors/target companies; and proactively communicate research findings/recommendations with PMs and Management to support portfolio management.
  • Develop and maintain close contacts with various parties, e.g. sell-side analysts, industry experts etc., to support portfolio management.
  • Participate in and contribute to both local and regional investment discussion meetings.
  • Other Ad-hoc tasks assigned by the Head of Equity or CIO.
Job Requirements
  • Bachelor Degree from reputable University with at least 3-5 years of equity investment research experience, buy-side or sell-side.
  • CFA or MBA preferred.
  • Proficiency in MS Office, Bloomberg, Hundsun, Wind and other investment application software.
  • Strong analytical skill, self-driven and motivated, responsible, detailed-oriented, and able to work well under pressure.
  • Effective communication and presentation skill, both written and verbal.
  • Good command of English, both written and verbal.
  • Good team player.
Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

AIA