Investment Research Assistant

Investment Research Assistant

This is an entry-level position suitable for candidates who are interested in developing practical skills in financial statement analysis and listed-company research.

Prior experience in investment banking, asset management or equity research is not required.

Polytechnic graduates, private university graduates and fresh graduates are welcome to apply.

Key Responsibilities

1. Financial Research & Data Maintenance

Collect, organise and maintain financial information for selected listed companies, including:

• Annual and quarterly financial reports

• Income statements, balance sheets and cash flow statements

• Revenue and earnings trends

• Cash flow

• Capital expenditure

• Cash and debt positions

• Shares outstanding

• Share buybacks and dividends

• Key financial ratios and operating indicators

Build and continuously maintain historical financial records for companies under coverage.

2. Company & Major Event Monitoring

Monitor important developments relating to companies under coverage, including:

• Quarterly and annual results

• Earnings announcements

• Management guidance

• Investor presentations

• Earnings calls

• Acquisitions and disposals

• Changes in senior management

• Share buybacks and dividends

• Capital allocation decisions

• Major litigation or regulatory developments

• Significant industry and competitive developments

Identify material developments and prepare concise and accurate summaries.

3. Investment Research Support

Assist in maintaining long-term research records for selected listed companies.

Compare current financial performance with:

• Previous quarters

• Previous-year periods

• Historical trends

• Previous management guidance

Highlight significant changes in business performance, financial condition and company fundamentals.

Assist in preparing simple company research notes and investment monitoring reports.

4. Research Database Management

Maintain organised records of:

• Annual and quarterly reports

• Company announcements

• Investor presentations

• Financial spreadsheets

• Research notes

• Company and industry news

• Historical financial data

Ensure that research information is accurate, well organised and traceable to its original source.

Candidate Requirements

A Diploma or Bachelor's Degree in one of the following areas is preferred:

• Accountancy

• Accounting & Finance

• Banking & Finance

• Finance

• Business

• Other relevant disciplines

Candidates with 1–3 years of experience in accounting, audit, finance, financial reporting or related roles are also encouraged to apply.

Prior professional investment experience is not required.

We are looking for someone who is:

• Careful and accurate with numbers

• Patient and detail-oriented

• Comfortable reading financial reports in English

• Proficient in Microsoft Excel

• Able to organise information systematically

• Responsible and dependable

• Able to work independently after training

• Interested in listed companies and long-term investing

• Willing to learn and develop new skills

• Interested in a stable, long-term working environment

Training & Development

Practical on-the-job training will be provided in:

• Financial statement analysis

• Listed-company research

• Fundamental investment research

• Company monitoring

• Financial data analysis

• Basic valuation concepts

Advanced investment knowledge is not expected at the beginning.

Career Development

This position is intended to develop into a long-term investment research role.

Stage 1 — Investment Research Assistant

Develop the ability to read and organise financial statements, maintain company research files, track company announcements and build historical financial databases.

Stage 2 — Junior Investment Research Analyst

As experience and capabilities develop, independently follow selected listed companies, analyse quarterly results, prepare monitoring reports, maintain basic financial models and identify material changes in company fundamentals.

Stage 3 — Investment Research Analyst

With sufficient experience and demonstrated ability, independently cover a portfolio of listed companies, conduct fundamental company research, perform basic valuation analysis and participate in investment research discussions.

Why Join Us?

This position may be particularly suitable for someone who prefers a small, stable and focused working environment.

The role has:

• No sales targets

• No client acquisition requirements

• No commission-based sales

• No high-frequency trading requirements

• Regular office working hours

The focus is on learning, research, accuracy and long-term professional development.

The successful candidate will have the opportunity to gain practical experience researching global listed companies and gradually develop professional skills in financial analysis and fundamental investment research.