CLSA Benefits Overview

Manage and improve equity research product quality, consistency, and commercial impact. Coordinate with analysts, sales and regional teams to drive thematic and stock-level research from idea to output, enforce content standards, and support product innovation using data and AI-enabled tools.

Develop and maintain institutional and hedge fund client relationships, advise on trading strategies and market flow, execute trades accurately and timely, identify cross‑sell opportunities, collaborate with global sales teams, and coach the team on trading skills while managing market, operational, and regulatory risks to drive revenue.

Drive outbound institutional sales across the CITIC CLSA network, build relationships with institutional clients, meet sales targets, market research and analysts, generate investment ideas, set client meetings and promote events, identify cross-sell opportunities, collaborate with trading desks, and engage corporates and government bodies.