Job Description

Responsibilities:

• Conduct comprehensive research on Korean hardware tech companies, evaluating their financial health, market position, competitive advantages, and growth prospects.
• Develop and present actionable long and short investment ideas based on thorough analysis and sound investment principles.
• Continuously monitor market trends, economic indicators, and other relevant factors that may impact the Korean hardware tech sector.
• Build and maintain complex financial models to forecast future earnings and perform valuation analysis.
• Prepare detailed research reports and investment memoranda, providing clear and actionable recommendations for portfolio managers.
• Work closely with other analysts and portfolio managers to share insights and contribute to the overall investment strategy.
• Participate in client meetings and presentations, offering expert insights into the Korean hardware tech sector.
• Stay abreast of new analytical techniques, sector developments, and global economic trends to enhance research quality and investment performance.

• A minimum of 5-8 years in equity research, particularly on the buy-side. Proven track record of performance in previous roles.
• Extensive experience with L/S investment strategies, demonstrating an ability to navigate and profit in varying market conditions.
• Deep understanding of the Korean hardware tech sector, including key players, market trends, technological advancements, and regulatory landscape.
• Strong capability in conducting detailed, bottom-up fundamental analysis. This includes financial modeling, valuation techniques, and the ability to synthesize large amounts of data into coherent investment theses.
• Excellent written and verbal communication skills, necessary for articulating research findings and investment ideas effectively to a diverse audience.
• Ability to work effectively in a team environment, contributing to and benefiting from the collective team knowledge.
• A relevant degree in finance, economics, or a related field.