TMT Equity Strategist
6 days ago
TMT Equity Strategist Position
We are seeking an experienced Investment Director to join our team as a TMT Equity Strategist. In this role, you will develop and implement investment strategies for TMT equities in Hong Kong and China, manage an equity portfolio, and conduct in-depth research to identify undervalued investment opportunities.
Responsibilities:- Develop and implement investment strategies for TMT equities in HK and China.
- Manage an active, high-conviction equity portfolio.
- Conduct in-depth research, company due diligence, and industry analysis.
- Implement a disciplined stock selection process.
- Monitor portfolio performance and make timely investment decisions.
- Perform bottom-up fundamental research on TMT companies.
- Build and maintain detailed financial models and valuation frameworks.
- Identify market inefficiencies and deep-value investment opportunities.
- Engage with company management, analysts, and industry experts.
- Implement disciplined risk control measures.
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