TMT Equity Strategist

21 hours ago


Hong Kong, Central and Western District, Hong Kong SAR China PrimePeak Group Full time

PrimePeak Group is seeking a highly skilled Investment Director to lead our TMT equity strategy in Hong Kong and China. As a critical member of our team, you will be responsible for developing and implementing investment strategies that align with our value investing philosophy.

Key Objectives
  • Drive our TMT equity strategy in HK and China, leveraging deep industry knowledge and market insights.
  • Manage a high-conviction equity portfolio, prioritizing long-term capital appreciation and downside risk control.
  • Conduct rigorous research, company due diligence, and industry analysis to identify undervalued investment opportunities.
  • Apply fundamental analysis, earnings forecasts, and valuation modeling to inform stock selection decisions.

Requirements

  • Minimum 10 years of experience in equity fund management, buy-side research, or investment banking, with a strong focus on TMT equities in HK & China.
  • Proven track record of alpha generation in long-term, fundamental-driven investing strategies.
  • Expertise in value investing principles, intrinsic valuation, and fundamental analysis.
  • Strong financial modeling skills, proficient in DCF analysis, multiples valuation, and NAV models.


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