Research Analyst – China/Hong Kong IT Hardware (Bernstein)

As a Research Analyst – China/Hong Kong IT Hardware, you will be required:

Research product responsibilities-

• Collect relevant public information and data, ensuring it comes from reliable sources

• Participate in industry events, when necessary

• Investigate key information and key data points, through checks and discussions

• Build financial models, describing relevant parts of the business environment and allowing for forecasts; ensure the modelisation process is completed to a high professional standard.

• Update the models whenever necessary, and improve or replace them when appropriate

• Develop innovative and value-adding approaches, both for collecting data and for analysing it, in order to provide clients with input that adds value to their thought process

• Subject any finding and any forecast to critical analysis

• Based on the research and analysis work, prepare and publish whenever necessary, documents that update clients on developments on the subject area covered, and that highlight key points

• Supervise the production of documents by team members

• Respect all internal rules and all external regulations relating to the research production process

• Answer clients’ bespoke requests, within the framework set by Compliance for bespoke research activity, and in line with the overall marketing approach (pls see below)

• Supervise your team members on them answering bespoke requests

Research marketing responsibilities-

• Based on the priorities defined in the marketing approach, communicate the published findings to internal and external clients, through calls, messages, one-to-one meetings, video-conferences or conferences

• Based on the priorities defined in the marketing approach, develop long term relationships with clients characterized by trust and professionalism; build, foster and cultivate client relationships in line with regulatory requirements

• Based on the priorities defined in the marketing approach, initiate and develop new client relationships

• Based on the priorities defined in the marketing approach, respond to client requests; analyse, investigate, research, manage and resolve queries received from clients

• Ensure an active communication of published findings to internal clients, through chats, messages, calls, conferences; in particular, present ideas to the general sales desk, and participate in regional/ global sales meetings as directed

• Provide qualitative feedback to BL Management, whenever useful

• Represent BA LLP in front of the general public and the press, subject to approval by Communications, and as directed by management

Team Leader responsibilities-

• Ensure an adequate continuity of coverage, on your team’s subject area

• Ensure the publication of high quality and innovative Research, on your team’s subject area

• Structure the marketing approach by:

1. Gathering market intelligence: general developments on client side, client initiatives, client interests and priorities

2. Being informed of clients’ preferences as regards BA LLP Research: requested service level, delivery preferences

3. Using this available information, and in contact with Research Management, develop target client lists and an overall structure for the client approach, for the team as a whole and for individual members

• Supervise the implementation of the marketing approach

• Supervise the respect by team members of internal rules and external regulations

• Ensure cascade of key messages, MARK updates and information relevant to the team within remit

• Ensure that management is informed of major issues within the team

Conduct Responsibilities-

• Adhere to all relevant internal rules and external regulations; comply with operational and conduct risk requirements (e.g data leakage, security policies and regulatory requirements)

• In particular, ensure full adherence to the BA LLP Research responsibilities, as defined in the Research handbook and in regular training sessions

• Take reasonable steps to be fully aware of, understand and comply with regulatory requirements from all regulatory  and statutory bodies that are applicable to the role and the business line

• Protect BA LLP market share and reputation, through professionalism, discipline, rigor, and attention to risks

• Make sure all research is produced according to BA LLP Research standards and methods

• Assist in the self-identification of all conduct related issues. Ensure escalation to appropriate stakeholder or function whether internal or external.

• Adhere to business line mandates relevant to the role as directed by your manager

Other-

• This description is intended to outline the main responsibilities for the role and is not an exhaustive list, responsibilities may vary from time to time as directed by your manager.

For our Research Analyst roles, we look for evidence of thought leadership, aptitude for the highest level of analytical rigor and client relationship skills. We look carefully at your academic background as well as prior work experience.

• Excellent knowledge of the Research Area covered

• Excellent knowledge of Financial Techniques

• Good knowledge of relevant data feeds

• Ability to produce innovative ideas

• Proficient in Excel / PowerPoint

• Rigorous and curious

• Strong communicator

• Excellent organizational skills

• Adaptability and Flexibility 

AI tools can be useful to edit and refine your application. However, we are keen to hear your authentic voice so an over reliance on AI-generated content in your application is discouraged. 

If you feel you have the required experience and qualifications, then please apply, and we will manage your application. At Bernstein, we believe our people are our strength and are core to the success of our business. As such, we search for, recruit and appoint the best available person on the basis of aptitude and ability, regardless of sex, marital or civil partnership status, race, colour, nationality, ethnic or national origins, pregnancy, disability, age, sexual orientation, religion, belief or gender identity.

Bernstein is widely recognized as a premier global equity research and brokerage firm, with a trading platform that spans the US, Europe, and Asia. Our research and trading capabilities are sought out by leading investment managers around the world, and we have a long history of our research receiving #1 rankings for overall quality and industry knowledge. Research is our legacy and foundation. Our brand is defined by our Blackbooks, renowned for their in-depth quantitative forecasts and unmatched industry expertise. Our Research Analysts are thought leaders who typically have many years of direct experience in the industries they cover. Our reputation is for the very highest caliber of disciplined investment and industry analysis. In 2019 Bernstein acquired Autonomous Research, a highly regarded global financial services independent research firm. This acquisition further strengthened us as the preeminent provider of the highest-quality research to our clients worldwide.

On April 1, 2024, AllianceBernstein and Societe Generale announced the official launch of Bernstein, a new joint venture expanding our global cash equities and equity research business Clients now have unparalleled equity liquidity access and a full range of integrated services leveraging Bernstein’s cash equities and research capabilities and Societe Generale’s equity derivatives, prime services and equity capital markets offering.