Equity Research

This role sits within the Asset Management department and is dedicated to equity research, with a primary focus on the global semiconductor sector.

The primary responsibilities include but are not limited to:

• Cover global semiconductor supply chain, with a focus on Chinese and US companies, with knowledge about companies in other regions. Looking for investment opportunities from a global perspective

• Support AM portfolio managers, both onshore and offshore, through actively providing stock ideas; closely interact with onshore semiconductor analysts by providing global semiconductor industry trends and prospectors

• Conduct in-depth bottom-up fundamental research on companies, build financial models, and write investment reports

• Present investment ideas to the portfolio managers through regular meetings, presentations and discussions

• Communicate industry themes and investment ideas with clients and internal sales team

Skills and Abilities

• Strong background in semiconductor equity research with good understanding of the global supply chain dynamics

• Good analytical skill with independent and critical thinking

• Strong communication, presentation and writing skills

• Passion for excellence and high level of motivation

• Work well within the team and able to make timely and results-driven investment recommendations

• Good command in spoken and written Mandarin and English

Qualifications

• Upright, humble, diligent with high moral values

• Bachelor degree or above; CFA is considered favorably

• A minimum of 5 years of fundamental equity research experience on semiconductor industry in either buy or sell side; exceptional candidates with less than 5 years experiences can be considered as well

• Candidates with global equities experiences will be highly appreciated

Disclaimer:

CICC is committed to fostering an environment of equity and diversity. We recognize the importance of fair treatment in all aspects of our business, from recruitment and hiring to professional development and advancement.

CICC aims to build an inclusive workplace that values the diverse backgrounds, ideas, and cultures of our employees. We strive to create an environment where every employee feels heard, supported, and empowered to contribute to the company's growth and success. By leveraging our collective strengths, we aim to drive innovation and achieve excellence in the industry.

It is CICC’s responsibility to provide equal employment opportunities to all prospective employees, regardless of race, ethnicity, gender, age, disability, or any other characteristics protected by law.

The preceding job description has been designed to indicate the general nature and level of the work to be performed by employees within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.