A fundamental long/short equity hedge fund is hiring a senior analyst to cover the Greater China consumer sector.

About the Role

You will own consumer coverage across the Greater China complex, working the sector end to end from upstream suppliers through to downstream brands and retailers. The seat combines fundamental research with live portfolio judgement: the fund wants someone who builds a rigorous framework and then adjusts it when the market pushes back, rather than defending a thesis past the point where the evidence has moved.

Requirements

  • Five or more years of buy-side or sell-side experience covering upstream and downstream companies in the Greater China consumer sector in the secondary market
  • A solid understanding of, and trading experience in, A-share thematic investing and sector rotation
  • A research framework and monitoring process grounded in fundamentals, with the flexibility to adjust views in response to market feedback
  • Local insight paired with a global mindset: close tracking of global consumer and adjacent sectors, and genuine interest in cross-region and cross-sector collaborative research
  • Hong Kong based is preferred; Shenzhen also works

Candidates with a proven ability to independently manage and assess long/short consumer portfolios of US$50m or above are preferred.