DescriptionShape the conversation on Chinas equity markets and economy. Join a highimpact strategy team that blends rigorous research market awareness and client engagement to deliver actionable insights. You will partner across trading sales and research to inform investment decisions and drive thought leadership for global and regional clients.
As a China Equity Strategist Executive Director in our Hong Kong office you lead research and strategy on China macroeconomics policy and equity market/sectors implications. You deliver timely publications and client dialogues develop investment frameworks and collaborate with partners across the firm to translate insights into actionable ideas. You mentor junior talent uphold rigorous controls and standards and represent the franchise with clients and media where appropriate.
Job responsibilities
- Lead the research agenda on China macro and equity strategy; produce highquality notes outlooks and thematic pieces.
- Build and maintain investment frameworks indicators and models to analyze growth policy market dynamics and evolving themes; translate findings into high conviction sector and stock ideas.
- Engage clients through meetings calls and events; present views clearly and tailor content to investor needs across regions and time zones.
- Partner with sales and trading to align views with market color and identify actionable opportunities and risks.
- Coordinate crossasset and crosscountry projects; contribute to house views and collaborate with regional strategy and economics teams.
- Guide scenario and risk analysis around key policy and geopolitical developments; update views proactively as data and policy evolve.
- Maintain rigorous research governance documentation and compliance with applicable rules and Firm policies.
- Develop and mentor junior team members; set standards for analysis writing quality and professional conduct.
Required qualifications capabilities and skills
- 10 years relevant experience in China macro/strategy research policy analysis or closely related market strategy roles.
- Advanced degree in economics finance public policy or a quantitative discipline; or equivalent experience.
- Demonstrated expertise in China macro policy and financial market linkages with a track record of timely actionable research.
- Own JPMorgan thought leadership on China equities for global audiences connecting structural trends with sector/thematic developments.
- Proven client engagement experience including leading meetings and delivering highimpact presentations.
- Experience engaging with media and public forums under firm policies and approvals; capable of clear concise messaging for external audiences.
- Excellent communication skills; articulate and present complex ideas clearly in both Mandarin and English including for external audiences.
- Fluent Mandarin and English including the ability to review Chineselanguage policy documents and official publications.
Preferred qualifications capabilities and skills
- Publication record demonstrating thought leadership on China themes.
- Familiarity with crossasset strategy and integration of macro views into trade ideas.
- Strong analytical toolkit including timeseries analysis and modelbuilding; proficiency with data analysis tools (e.g. Python R or equivalent).
- Experience mentoring and developing junior analysts setting research standards and managing workflows.
- Cantonese proficiency is an advantage for Hong Kongbased client engagement.
- Proficiency with data visualization and dashboarding tools; experience with highfrequency data sources.
Required Experience:
Director
DescriptionShape the conversation on Chinas equity markets and economy. Join a highimpact strategy team that blends rigorous research market awareness and client engagement to deliver actionable insights. You will partner across trading sales and research to inform investment decisions and drive tho...
DescriptionShape the conversation on Chinas equity markets and economy. Join a highimpact strategy team that blends rigorous research market awareness and client engagement to deliver actionable insights. You will partner across trading sales and research to inform investment decisions and drive thought leadership for global and regional clients.
As a China Equity Strategist Executive Director in our Hong Kong office you lead research and strategy on China macroeconomics policy and equity market/sectors implications. You deliver timely publications and client dialogues develop investment frameworks and collaborate with partners across the firm to translate insights into actionable ideas. You mentor junior talent uphold rigorous controls and standards and represent the franchise with clients and media where appropriate.
Job responsibilities
- Lead the research agenda on China macro and equity strategy; produce highquality notes outlooks and thematic pieces.
- Build and maintain investment frameworks indicators and models to analyze growth policy market dynamics and evolving themes; translate findings into high conviction sector and stock ideas.
- Engage clients through meetings calls and events; present views clearly and tailor content to investor needs across regions and time zones.
- Partner with sales and trading to align views with market color and identify actionable opportunities and risks.
- Coordinate crossasset and crosscountry projects; contribute to house views and collaborate with regional strategy and economics teams.
- Guide scenario and risk analysis around key policy and geopolitical developments; update views proactively as data and policy evolve.
- Maintain rigorous research governance documentation and compliance with applicable rules and Firm policies.
- Develop and mentor junior team members; set standards for analysis writing quality and professional conduct.
Required qualifications capabilities and skills
- 10 years relevant experience in China macro/strategy research policy analysis or closely related market strategy roles.
- Advanced degree in economics finance public policy or a quantitative discipline; or equivalent experience.
- Demonstrated expertise in China macro policy and financial market linkages with a track record of timely actionable research.
- Own JPMorgan thought leadership on China equities for global audiences connecting structural trends with sector/thematic developments.
- Proven client engagement experience including leading meetings and delivering highimpact presentations.
- Experience engaging with media and public forums under firm policies and approvals; capable of clear concise messaging for external audiences.
- Excellent communication skills; articulate and present complex ideas clearly in both Mandarin and English including for external audiences.
- Fluent Mandarin and English including the ability to review Chineselanguage policy documents and official publications.
Preferred qualifications capabilities and skills
- Publication record demonstrating thought leadership on China themes.
- Familiarity with crossasset strategy and integration of macro views into trade ideas.
- Strong analytical toolkit including timeseries analysis and modelbuilding; proficiency with data analysis tools (e.g. Python R or equivalent).
- Experience mentoring and developing junior analysts setting research standards and managing workflows.
- Cantonese proficiency is an advantage for Hong Kongbased client engagement.
- Proficiency with data visualization and dashboarding tools; experience with highfrequency data sources.
Required Experience:
Director
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