Research Analyst
REPORTING RELATIONSHIPS:
This position will report to a lead Portfolio Manager of one of the company's investment strategies
ROLE AND RESPONSIBILITIES:
We are seeking an individual to join the Matthews' teams to perform fundamental research and investment analysis in support of the Portfolio Managers.
Specially, this individual will be responsible for conducting both qualitative and
quantitative analyses, focusing on industrial analysis, business models, products and
services, management quality and competitive advantages for Asian companies.
This position will be based out of Matthews' headquarters in San Francisco.
This role will be responsible for supporting and coordinating investment decisions
for a series of SEC-registered mutual funds that specialize in international markets.
The duties are as follows:
•Research and analysis of individual companies, as well as sector, regional
and economic factors affecting issuers based in, or with significant exposure to Asia
•Stock selection
•Work within a team to conduct research and generate ideas for better returns of the portfolio; develop investment strategy
•Asset allocation of the portfolio based on the changing environments of risks in macro economy, different sectors and individual equities and rebalance stock position
•Monitor the latest news/developments on the underlining stocks in the portfolio and
evaluate the impacts on the stocks using qualitative and quantitative method. Also monitor macroeconomic news
•Meet with company managements on a frequent basis through on-site company visits, conference calls and meetings in our own office
•Communicate with existing/potential investors/advisers on the fund's investment philosophy and methodology
•Collaborate with lead or co-portfolio manager
•Market fund, appear in media and conferences
QUALIFICATIONS:
This position requires:
•At least 3 years of work experience in the investment management industry
•Bachelors degree is required, Masters degree and/or CFA preferred
•Experience as research analyst or PM in the industry
•Keen interest in investing and a demonstrable conviction in Asia-oriented investment
•Strong background in Asia required
•Excellent qualitative and quantitative analytical skills
•Strong understanding of financial statements
•High level of integrity
•Team player
•Communication skills - Ability to articulate clearly an investment case in writing and speech
•Willingness to travel to Asia is required
•Working knowledge of tools such as Bloomberg, FactSet and strong excel skills
•Mandarin language preferred.
•Must be authorized to work in the U.S.
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