OVERVIEW
The Insights product is a new offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e., private equity/hedge fund), sell-side equity research analysts, and industry professionals. Visit Insights team biographies at https://www.guidepoint.com/insights/#team
This position will offer the flexibility of a hybrid/remote working environment, after the initial 3 months.
WHAT YOU’LL DO:
Content Creation and Research Coverage:
- Monitor a coverage universe of public and private companies within the Financial sector in Greater China (Mainland China, Hong Kong, Taiwan and Macau). You will cover the sector across multiple asset classes and structures
- Track key industry trends, material news flows, earnings releases, investor presentations, research in key coverage markets.
- Identify and maintain a robust pipeline of company and industry specific topics — generate original ideas for discussion, covering business updates, event studies, channel checks, hot topics and other investment narratives
- Create and moderate teleconferences on the pipeline featuring an expert from Guidepoint’s network with the goal of producing actionable insights for clients
- Review teleconference transcripts to ensure quality of content. Summarize key discussion points
- Assist the external translation agency that the meaning of the teleconferences held in Mandarin are properly captured in the English version
Process Management:
- Ensure Guidepoint compliance policies and protocols are adhered to
- Exhibit ‘ownership’ for the call by vetting experts’ relevance to Insights Teleconferences and ensuring their profiles’ accuracy.
- Work with research teams to identify and recruit additional industry experts to our Expert Network; Manage and further develop relationships with both experts and clients
WHAT YOU HAVE:
- Bachelor’s degree or Master’s degree
- 5+ years of work experience at a financial services or research firm with a focus on consumer sector. Coverage or Knowledge of Global Markets will be a plus
- Understanding of the institutional buy-side / sell-side research and investing workflows
- Ability to work in a fast-paced entrepreneurial environment; Effective time management and organizational skills
- Outgoing personality with the ability to speak with people at all professional levels
- Intellectual curiosity and desire to learn
- Demonstrated ability to work both individually and as part of a team; must be willing to train and mentor junior professionals
- Fluent in Mandarin and English, both written and verbal. The moderator should be able to undertake teleconferences in Mandarin and must be able to understand sector-specific vernacular.
WHAT WE HAVE:
- Competitive compensation
- Employee medical coverage
- Central office location
- Entrepreneurial environment, autonomy, and fast decisions
- Casual work environment
About Guidepoint
Guidepoint, a leading expert network firm, connects clients with vetted subject matter experts—Advisors—from their global professional network. Guidepoint clients leverage the insights and perspectives shared by Advisors to stay informed and make better business decisions. Its slate of services, including phone consultations, surveys, events and proprietary data insights products, help professionals to gain comprehensive understanding of a topic before making strategic or investment decisions. Guidepoint’s multinational client list includes 9 of the top 10 consulting firms and some of the largest hedge funds, private equity firms and Fortune-ranked public companies. For more information, visit www.guidepoint.com
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Skills Required
- Bachelor's degree or Master's degree
- 5+ years of work experience at a financial services or research firm
- Fluent in Mandarin and English, both written and verbal
Guidepoint Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Guidepoint and has not been reviewed or approved by Guidepoint.
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Retirement Support — A company 401(k) with matching contributions is highlighted as a strong element of the package. Additional financial protections like disability and life insurance reinforce longer-term security.
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Leave & Time Off Breadth — Employees have access to PTO, paid holidays, paid sick days, and family medical leave, including maternity and paternity leave. This breadth of leave supports time away for both routine rest and major life events.
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Wellbeing & Lifestyle Benefits — A casual hybrid work setup, commuter benefits, wellness activities, and office perks such as free snacks and social outings are offered. Mentorship, professional development, and global collaboration are also emphasized.
Guidepoint Insights
What We Do
Guidepoint connects clients with vetted subject matter experts—Advisors—from our global professional network. Our clients leverage the insights and perspectives shared by our Advisors to stay informed and make better business decisions. Our multinational client list includes nine of the top 10 global consulting firms, hundreds of hedge funds (including five of the largest firms), and many of the largest private equity firms and Fortune-ranked companies. Guidepoint’s fourteen offices on three continents provide 24/7, quick and agile service.







