The Role
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.
Summary Generated by Built In
Position Description
Our Research Product team sits at the intersection of research content, distribution, and commercial impact, playing a key role in shaping how our research franchise is positioned and consumed by clients. Based in Hong Kong and reporting to the Head of Product Impact and Innovation, this role is suited to a markets-savvy, commercially minded professional—ideally with an equity sales or client-facing equities background—who is passionate about research product and how it delivers value to clients. The successful candidate will work closely with analysts, sales and research management to enhance the quality, consistency, and impact of research output, while helping connect stock-level ideas, sector insights and broader thematic narratives. This is a hands-on role requiring a highly organised, proactive self-starter with strong attention to detail and the ability to operate effectively across a fast-paced, matrixed platform.Key Areas of Responsibilities
Research Product & Content Oversight- Attend daily research calls
- Support daily review of equity research output, rating / target changes and thematic reports
- Ensure content is clear, timely, consistent and aligned with CSI’s research positioning and thematic frameworks
- Help identify potential franchise, reputational or messaging risks across published research
- Maintain discipline around formatting, messaging consistency and product standards
- Work with analysts and research management to drive delivery of high-profile research ideas from conception to output
- Help analysts refine and hone quality of high-conviction ideas, thematic pieces and cross-sector insights
- Help connect bottom-up stock views with broader market and thematic narratives
- Contribute to ongoing development of research’s product offering, including thematic content and scalable formats
- Support use of data, digital tools and AI-enabled solutions to enhance research production and distribution
- Look for opportunities to automate and develop our processes
- Work across research teams (China, Hong Kong, Korea, Japan, India, ASEAN, Australia, USA) to drive collaboration
- Encourage cross-sector and cross-market work to enhance the value and insightfulness of our research
- Enhance cross-department delivery of research product
Requirements
- 5 to 8 years’ experience in equity research, equity sales, sales trading, or research product
- Strong understanding of equity markets, client workflows and research consumption
- Prior experience in a client-facing or market-facing role (especially equity sales) a positive
- Commercial mindset with a clear understanding of what drives client engagement and revenue
- Ability to refine and position content and delivery
- Excellent and well-structured written and verbal communication skills in English and Mandarin
- Highly organised, disciplined in execution, and able to manage multiple priorities
- Ability to clearly organize, structure, and analyze complex data sets
- Understanding of financial modelling and accounting, and strong Excel skills
- Bachelors degree required, preferably in finance, business, economics, mathematics, or a related quantitative discipline. CFA or equivalent qualification is preferred
- Self-starter with a problem-solving mentality
- Collaborative and positive mindset, with the ability to work across teams, regions and functions
- Curiosity around how research product is evolving, including digital and AI-driven workflows
Stay informed on CITIC CLSA Job Opportunities
Not the right fit? You can create a job alert to receive our latest job openings that meet your interest.
Skills Required
- 5 to 8 years experience in equity research, equity sales, sales trading, or research product
- Strong understanding of equity markets, client workflows and research consumption
- Prior experience in a client-facing or market-facing role (especially equity sales)
- Commercial mindset with a clear understanding of what drives client engagement and revenue
- Ability to refine and position content and delivery
- Excellent and well-structured written and verbal communication skills in English and Mandarin
- Highly organised, disciplined in execution, and able to manage multiple priorities
- Ability to clearly organize, structure, and analyze complex data sets
- Understanding of financial modelling and accounting, and strong Excel skills
- Bachelors degree required, preferably in finance, business, economics, mathematics, or a related quantitative discipline
- CFA or equivalent qualification
- Self-starter with a problem-solving mentality
- Collaborative and positive mindset, with the ability to work across teams, regions and functions
- Curiosity around how research product is evolving, including digital and AI-driven workflows
CLSA Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CLSA and has not been reviewed or approved by CLSA.
-
Pay Growth & Progression — Base pay for junior bankers was increased significantly in 2021 to stay competitive in a hot market. This indicates willingness to adjust compensation when talent risks rise.
-
Healthcare Strength — Permanent staff are automatically enrolled in healthcare aligned to local markets, with added travel health and security support via International SOS. This points to solid core medical coverage with global-travel assistance.
-
Retirement Support — Permanent staff are automatically enrolled in pension plans aligned to local markets. A group retirement plan is administered regionally, signaling formalized retirement benefits infrastructure.
CLSA Insights
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
CITIC CLSA is a wholly-owned subsidiary of CITIC Securities and its overseas business platform. Established in Hong Kong in 1986, CITIC CLSA is Asia’s leading capital markets and investment group, committed to driving the growth strategies of global institutional investors, corporations, governments and high-net-worth individuals. CITIC CLSA’s award-winning research, extensive Asia network, direct links to China and highly experienced financial professionals set CITIC CLSA apart from global investment banks and regional players. Over three decades, CITIC CLSA has built an extensive Asia network with deep local knowledge and connections. Globally, we operate from 13 countries across Asia, Australia, Europe and the Americas. For further information, please visit clsa.com
