Senior Investment Analyst (Equities) | Responsible Officer – SFC Type 9

## Key Responsibilities

• Conduct fundamental research on equities and related derivatives across global markets
• Build and maintain financial models, valuation frameworks, and investment screening systems
• Monitor sector developments, macroeconomic trends, and market dynamics
• Support portfolio construction, position sizing, and asset allocation decisions
• Perform risk analysis including volatility, drawdown, and portfolio exposure metrics
• Conduct daily portfolio risk monitoring and performance tracking
• Prepare investment research reports and articulate investment theses
• Contribute to investment strategy discussions and portfolio management decisions

## Requirements

• Responsible Officer (RO) for SFC Type 9 license
• Bachelor’s degree or above in Finance, Economics or related discipline
• Minimum 5 years of equity research or investment analysis experience
• Strong financial modelling and valuation capabilities
• Familiarity with systematic / quantitative investment frameworks is a plus
• Fluent in English and Chinese (Mandarin and/or Cantonese)

## Preferred

• Experience in quantitative equity strategies or systematic trading
• Prior experience in asset management, hedge funds, or family offices