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The new position is also for an analyst who will be primarily focused on industry/supply chain research but we will expect, as the team gets bigger, that coverage of select China stocks will also happen. However, the main focus will not be ratings and estimates in China but rather on the industry drivers and trends that inform the stock ratings and estimates in the existing franchise. In that sense, this is more an industry research role than a stock-picking role, although it will involve company-level knowledge, contact and analysis.

Key responsibilities

Monitor industry trends and developments in China and supply these insights to:

The technology team in Japan and Hong Kong
Sales and internal clients
External clients

Track strategy and performance of key companies:

Focus on understanding the businesses and supply chain connections
Detailed industry models
Company-level models for “big-picture” analysis rather than specific forecasts of line items in some cases
Detailed company-level models, ratings and price targets for select names

Build and maintain information network in China:

Visit companies
Attend symposiums
Contribute to corporate access
Participate in distributing and marketing team views:
Help write industry reports
Help write company visit notes (without investment ratings)
Help with organising team seminars

Skills/qualifications/experience

Sell-side or other technology research experience of three to six years
Native-level Chinese (Mandarin) speaker
Sufficient competence in spoken and written English
Primary qualification in some area of technology hardware or computer science preferred
Financial modelling using Microsoft Excel
Familiarity with popular financial software such as Bloomberg, or coding/VBA/Python expertise would be an edge
Good network in China