Equity Research - AI Hardware

Equity Research – Overseas AI Hardware

About our client:
- Top Chinese asset management firm

Location:
- Hong Kong
- Singapore
- Beijing
- Shanghai
- Shenzhen

Responsibilities:
- Conduct fundamental research and due diligence on overseas AI hardware companies, focusing on computing (GPU), memory/storage, and related semiconductor supply chains.
- Translate technical and industry insights into actionable investment recommendations for Portfolio Managers and the Research Director.
- Monitor market developments across key regions, including the US, Taiwan, Japan, Korea, and Singapore, and cover critical industry players.
- Support the investment team by preparing regular research reports, thematic notes, and ad-hoc analysis.

Pre-requisites:
- Bachelor’s degree or above in a technical or finance discipline.
- 3–5+ years of experience (mid-level or senior) in buy-side, sell-side, or industry roles.
- Deep expertise in at least one AI hardware vertical (compute/GPU or memory/storage), with the ability to perform rigorous due diligence.
- Proven ability to convert engineering and industry language into investment and financial insights.
- Fluent in Mandarin (must) and English.