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Michael Page Hong Kong

Industrial Equity Research Analyst (70k - 100k Monthly)

Michael Page Hong Kong
Posted 7 days ago Permanent Competitive

Industrial Equity Research Analyst (70k - 100k Monthly)

Michael Page Hong Kong
  • A multifamily office background of investment management firm in Hong Kong
  • Steadily expanding their research team
About Our Client

This investment firm is founded by former senior leaders from top global technology companies. It deploys its own capital and leverages deep industry expertise and networks to invest in both public and private technology businesses. The platform focuses on identifying high-potential tech opportunities and supporting them with strategic capital, industry insight, and long-term partnership.

Job Description

The Senior Equity Research Analyst will be responsible for generating high-quality investment ideas across global industrials-covering areas such as automation, capital goods, transportation, aerospace, clean technologies, and supply-chain infrastructure. The ideal candidate will possess deep sector expertise, strong financial modeling capabilities, and a proven track record of driving investment recommendations in global markets. This role offers the opportunity to work closely with the CIO and investment team to shape portfolio construction and long-term thematic frameworks.

Key Responsibilities
  • Lead comprehensive coverage of the global Industrials sector, identifying secular trends, industry shifts, and high-conviction investment opportunities.
  • Conduct detailed fundamental analysis, including financial modeling, valuation (DCF, multiples, scenario analysis), competitive benchmarking, and channel checks.
  • Produce clear, concise, and persuasive investment reports and maintain active investment theses for core holdings.
  • Monitor global macro developments, policy changes, and supply-chain dynamics impacting the Industrials space.
  • Work closely with the CIO to contribute to portfolio decision-making, risk assessment, and position sizing.
  • Engage with senior management teams, industry experts, and sell-side analysts to gather insights and validate assumptions.
  • Support development of thematic research across innovation, automation, sustainability, and industrial digitalization.
  • Present findings and recommendations to the investment committee and family principals with clarity and conviction.
The Successful Applicant
  • Minimum 8 years of equity research or buy-side analyst experience with a focus on the global Industrials sector.
  • Strong understanding of business models across capital goods, industrial technology, manufacturing, logistics, and related sub-sectors.
  • Proven ability to generate differentiated investment ideas and long-term thematic insights.
  • Exceptional financial modeling, valuation, and analytical skills.
  • Experience in global equity markets (US, Europe, and/or Asia).
  • Strong written and verbal communication skills; ability to articulate complex concepts to senior decision-makers.
  • Intellectual curiosity, independent thinking, and a disciplined research process.
  • Bachelor's degree required; advanced degree or CFA a plus.
  • Fluency in English and Mandarin required;
What's on Offer
  • Opportunity to join an entrepreneurial, high-performing investment team founded by a former tech-industry leader.
  • Exposure to long-term, high-conviction global investing with meaningful ownership over research areas.
  • Flat hierarchy, collaborative culture, and direct interaction with senior principals.
  • Competitive compensation and performance-based incentives.
Job ID  JN-032026-6963487
ABOUT COMPANY
Hong Kong
HR & Recruitment
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