Save Job Back to Search Job Description Summary Similar Jobs Big AUM with stability. Great exposure and learning opportunity About Our Client The organisation is a prominent player in the financial services industry, known for its stability and commitment to excellence. With a well-established reputation, it operates across multiple regions, offering a wide range of financial products and services. Our client was founded in early twenties' century as a new kind of asset management firm focused on pursuing investment excellence through a business model that aligns their success with their clients. From their roots in San Francisco, they have become one of the world's independently owned investment firms. They manage money for individuals and institutions globally with a value-oriented investment philosophy applied across a select set of offerings. This focus means more resources honing fewer strategies, more passion driving fewer priorities, and more confidence backing every decision. They focus on what matters - mastering the complexity of investing - because they know better outcomes mean greater opportunities for the clients and communities they serve.Nowadays, their AUM is approximately $400 bn and they have 350 employees. They opened an office in Shanghai in October 2021. Job Description Secondary Market Researching, analyzing, and performing due diligence on potential investmentsMonitoring portfolio investments, competitors, and industry developmentsBuilding and maintaining financial and valuation modelsEngaging with company management teams, industry experts, and sell-side analysts as requestedCreating investment-related presentation materialsAttending management & sell-side meetings and take meeting notesOccasional travel for management & sell-side meetings The Successful Applicant Excellent oral and written communications in Mandarin Chinese and English.1 to 3 years of experience at an investment bank or hedge fund doing equity research.An excellent academic recordGood accounting and modelling skill.Demonstrated interest in financial markets and value investingStrong quantitative and analytical skills, including experience with financial modellingInitiative and ability to manage multiple projects simultaneouslyExcellent communication skills and desire to work in a team-oriented environmentA positive attitude, flexibility and the ability to work well in a team-oriented environmentProfessional certificate, such as the CFA, is preferred What's on Offer In addition to payment of very competitive salary and discretionary cash bonuses, as well as mandatory benefits(housing fund, social insurance, etc.), the Company provides a broad array of non-contractual employee benefits to its eligible full-time employees.Medical Benefits Abroad Health Benefits, offered through Cigna HealthOffers access to medical facilities and providersCustomer Service is available 24 hours a day, 7 days a weekGlobal Access to telehealth through the Teladoc Global Health Complete AppSupplemental Medical, Dental and Vision Insurance - plans to add additionalHealth Check - Employees are encouraged to attend an annual health check and renew their certification at the Company's designated hospital. All incidental costs relating to such physical health examination will be borne by the Company.Supplemental Pension Insurance Allowance - The Company, at its sole discretion, will grant the employee a supplemental pension allowance, equal to the individual contribution for the pension insurance. (8% or the applicable rate to cover the employee's portion of pension insurance)Full Pay Sick Leave-10 working days' full pay sick leave per calendar year Vacation - A total of 15 days which includes statutory and beneficial leaveCommuting Benefit - reimbursement for commuting to and from workWorking from home on Friday. Contact Jessica Huang Quote job ref JN-092025-6838183 Phone number +8621 6026 8088 Job summary Function Banking & Financial Services Specialisation Equity Research What is your area of specialisation? Financial Services Location Shanghai Contract type Permanent Consultant name Jessica Huang Consultant phone +8621 6026 8088 Job Reference JN-092025-6838183
