Key Areas of Responsibilities
- Build and strengthen relationships with technology focused PMs, analysts, and generalists across major institutional accounts, especially with hedge funds.
- Translate semiconductor, AI, and supply chain developments into commercially relevant investment implications for clients and internal sales teams.
- Use supply chain intelligence, thematic research, and channel checks to drive high value conversations, corporate access, and trading activity.
- Produce timely, differentiated commentary including flash notes, thematic summaries, supply chain updates to help clients stay ahead of key industry shifts.
- Synthesize primary research, channel checks, earnings results, and global tech developments into concise, actionable content.
- Deliver rapid read throughs on major earnings, supply chain disruptions, geopolitical events, export controls, and industrial policy changes.
- Serve as the central liaison between Asia based research teams, local sales, channel check specialists, and U.S. institutional clients.
- Collaborate with and amplify the franchise of Citics tech analysts and research product with the U.S. institutional client base.
- Partner closely with equity research, trading, and global sales to maximize client engagement and execution opportunities.
- Coordinate high impact corporate access: non deal roadshows, field trips, investor conferences, and management meetings.
Requirements
- Bachelor’s degree or above in finance or accounting discipline
- Minimum 7 years of relevant experience in institutional equity sales or specialist sales; buy side experience or sell side tech research background preferred
- Deep expertise across the semiconductor ecosystem — fabless, IP/EDA, foundries, OSATs, equipment, and component suppliers.
- Sound understanding of AI infrastructure: GPUs, custom ASICs, HBM, advanced packaging, cooling, networking, and ODM/EMS manufacturing
- Strong analytical and quantitative skills
- Proven ability to turn complex technical industry developments into clear, investable insights for institutional investors.
- Working familiarity with major global tech hubs: Silicon Valley, China, Taiwan, Korea, Japan.
- Excellent verbal and written communication skills
- Series SIE, 7, 66 are required. CFA charter holders, is a plus, but not required
Salary Range: $179,000-$200,000 USD
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Skills Required
- Bachelor's degree or higher in finance or accounting
- At least 7 years of relevant experience in institutional equity sales or specialist sales
- Deep expertise across the semiconductor ecosystem, including fabless companies, IP/EDA, foundries, OSATs, equipment, and component suppliers
- Strong understanding of AI infrastructure, including GPUs, custom ASICs, HBM, advanced packaging, cooling, networking, and ODM/EMS manufacturing
- Strong analytical and quantitative skills
- Ability to translate complex technical industry developments into clear, investable insights for institutional investors
- Working familiarity with Silicon Valley, China, Taiwan, Korea, and Japan technology hubs
- Excellent verbal and written communication skills
- Series SIE, Series 7, and Series 66 licenses
- Buy-side experience or sell-side technology research background
- CFA charter
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.
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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.
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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.
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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
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
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