Do you want to use your fundamental equity market expertise and portfolio management knowledge to help manage portfolios and identify new investment opportunities? Do you enjoy uncovering what really drives value in Japanese companies across sectors and industries? Can you turn deep analysis into clear investment views that shape portfolios?
We're looking for an Equity Research Analyst – Japanese Equities to:
- generate differentiated bottom-up investment ideas across the Japanese equity market for our client portfolios
- conduct proprietary research through company management meetings, industry expert calls, channel checks, conferences, regulatory filings, and data analysis to formulate differentiated insights and high-conviction investment views
- develop deep expertise on Japanese companies, industries, and market dynamics, identifying catalysts and long-term value drivers
- build and maintain detailed financial models, including scenario and sensitivity analyses
- translate detailed fundamental analysis into clear investment recommendations that support portfolio decisions
- partner closely with portfolio managers to move ideas from research into our portfolios
- assess investment opportunities through comprehensive valuation, competitive analysis, and risk assessment
- communicate insights clearly and succinctly through written research notes, presentations, and discussions with colleagues and clients.
Your skills and experience
- equity research, buy-side, or sell-side experience, with direct coverage of Japanese equities
- strong understanding of the Japanese equity market, corporate governance landscape, and key drivers of company performance across sectors
- demonstrated ability to generate, structure, and defend investment ideas supported by rigorous fundamental analysis
- advanced accounting, valuation, and financial modeling capabilities
- experience conducting company research through management meetings, earnings analysis, and independent research channels
- strong academic credentials in finance, economics, accounting, or a related field; MBA or CFA preferred
- ability to synthesize complex information into clear, actionable investment recommendations
- excellent written and verbal communication skills with the ability to articulate investment views effectively
- fluency in the Japanese language is essential
- critical thinker and self-starter with a strong attention to detail and focus on quality outcomes
- comfortable collaborating closely with portfolio managers and colleagues while progressing work independently
- you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment—validating outputs and aligning with policies, risk standards, and ethical use.
#J-18808-Ljbffr
