Job Title: Capital Market Research Supervisor
Location: Shanghai
OVERALL PURPOSE OF JOB
Lead a team of Senior Analysts and Junior Analysts and assist the China Services Delivery
Manager to deliver all Services (capital markets research used to support Client’s analysts in Hong Kong, Taiwan, Australia and potentially other locations) from the Supplier to Client.
Responsibilities
• Ensuring operational / "day to day" delivery of service in accordance with requirements;
• Operational issues resolution;
• Operational relationship management and ongoing user feedback;
• Responsibility for quality compliance of work submitted;
• Coaching and team motivation.
Required tasks include:
A. The building, formatting and maintaining models, such tasks include:
Updating of reports or models: Earnings, Dividends, Cash Flow, Commentary, Calendars
updated
Build P&L and b/s financial models
Recommend structuring and restructuring of the basic models built by Client
Model assumptions / Sensitivities development
Integrating databases with the other models
Data gathering (either qualitative information, such as product information or industry &
company data in any form (Bloomberg, Reuters, etc.)
B. Calculate financial ratios
C. M&A / LBO activities, to include:
Value added news-flows analysis (value addition in the form of additional analysis/industry
insight etc.)
Managing interactions with multiple Client teams
Attend company presentations
Produce summaries for sales force
Drafting sections of thematic/initiation reports
Notes to onshore analysts from a Company conf call (during earnings or other events)
Creating charts and graphs for publications
D. Writing news for daily/weekly - Preview / review notes
E. Working on Client platforms and databases
Database building and maintenance
Perform thought leadership/conceptual work and suggest areas for further analyses
F. Composing company descriptions.
G. Ad hoc analyses and projects as requested from time to time
Requirement:
• Team management experience; performance management; motivation and mentoring;
strong client focused interpersonal skills; time management and deadline adherence;
strong financial research process / operational knowledge.
• Masters in Economics, Finance or MBA from a top tier University or ACCA, CFA.
• Over 5 years in financial services research role.
• Must have excellent communication skills in English and Mandarin.
• One or a combination of the following skills would be a big plus:
- Financial modeling skills using advanced Excel functions
- Database/statistical analysis
- Specific industry knowledge e.g. semiconductor, media, retail
