Research Analyst, Equities
Invesco · Hong Kong · 1d ago
About Invesco
As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for ourclients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.
What's in it for you?
Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:
Generous annual leave plus flexible paid time off
Hybrid work schedule
Learning and development programs
Health & wellbeing benefits
Parental Leave benefits
Employee stock purchase plan (if applicable in your region)
Job Description
This position conducts research on specific organizations, securities, financial products, and the broader economic environment. The role involves combining fundamental analysis with approved AI, advanced analytics, and alternative data to identify material patterns, test investment hypotheses, assess market implications, and develop forecasts. Area of focus may include Equities, Fixed Income, Quantitative Research, or ESG/SRI.
The incumbent analyzes equity securities of companies headquartered in emerging Asian markets and delivers strategic insights and recommendations to portfolio managers. It involves the use of AI-enabled workflows to accelerate data extraction, synthesis, scenario analysis, model maintenance, and research production, enabling greater focus on judgment and actionable conclusions. It also involves conducting research and preparing reports for both internal and external audiences.
Key Responsibilities / Duties
- Hong Kong and China research responsibilities, developing differentiated theses and a forward-looking research agenda.
- Conduct fundamental research using financial, operating, management, industry, and approved alternative data. Apply AI-assisted extraction, comparison, and anomaly detection while independently verifying sources and conclusions.
- Support Investment Directors and Fund Managers through robust financial and valuation models, model-portfolio and risk monitoring, and timely market updates. Use approved AI and automation to improve recurring workflows, with appropriate controls and audit trails.
- Identify macro, industry, and company trends; build scenarios; assess earnings, valuations, catalysts, and risks; and use AI-assisted analysis to challenge consensus.
- Conduct primary research through management meetings, industry engagement, and site visits. Use approved AI to prepare questions, organize notes, compare statements, and identify follow-ups, while independently assessing source credibility.
- Present concise, evidence-based views at weekly team and quarterly investment meetings, clearly stating assumptions, uncertainties, recommendations, and risks.
- Work closely with other team members to develop and enhance data management and analytics capabilities.
- Work effectively as part of the regional and global research team.
Work Experience / Knowledge:
- A minimum of 8 years’ buy/sell-side research experience.
- In-depth knowledge of Hong Kong and China equity markets.
- Knowledge of, or experience covering, the healthcare sector is preferred.
Skills / Other Personal Attributes Required:
- Excellent communication skills in both English and Mandarin.
- Articulate, professional, and proactive.
- Strong team player.
- Good analytical and critical-thinking skills
- Strong PC skills, with advanced digital fluency in financial modelling, data visualization, and approved AI and automation tools
- Highly ethical
Formal Education:
- University degree or higher in economics, finance, data science or related fields.
License / Registration / Certification:
- CFA qualification
Full Time / Part Time
Full timeWorker Type
EmployeeJob Exempt (Yes / No)
NoWorkplace Model
At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least four days a week, with one day working outside an Invesco office.
Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable local laws governing non-discrimination in employment.
Personal data provided by job applicants will be used strictly in accordance with our personal data policy and for recruitment purposes only. Candidates not notified within twelve weeks may consider their application unsuccessful. All related information will be kept in our file for future recruitment purposes. When there are vacancies in our subsidiary or associate companies, we may transfer the application to them for consideration of employment. Under the Personal Data (Privacy) Ordinance, job applicants have a right to request access to, and to request correction of, Personal Data in relation to the application. If job applicants wish to exercise these rights, they should contact the Human Resources department.