We are seeking a dynamic and experienced Equity Investment Strategist to join J.P. Morgan Private Bank’s APAC Equity Strategy team, based in Hong Kong. The role combines equity research, sector and stock selection, equity market knowledge, and creative marketing skills with direct client engagement.
As an Equity Strategist in the APAC Equity Strategy team, you will need to be a compelling communicator. We are searching for an experienced equity investor, able to understand and predict broad Asian market movements. This key person will be expected to represent the Private Bank's views with authority and clarity in client meetings, events, and media, while also driving key recommendations that scale the team's impact across the region.
Job Responsibilities
- Serve as a senior voice on the APAC Equity Strategy team, and member of the Global Equity Strategy team.
- Understand key drivers of Asian markets and communicate changes in the markets that can tactically and strategically reward our clients around the world.
- Help the team determine best risk/reward opportunities across Asian markets.
- Make active thematic recommendations and clear sector views.
- Determine best opportunities in publicly traded stocks across the region.
- Be able to communicate highest conviction ideas to clients globally.
- Deliver the firm's local and global equity views to clients and prospects through one-on-one meetings, roadshows, and large-scale events across the region.
- Produce high-quality written content for both internal and external audiences — including recurring publications, thematic pieces, and market commentary — that translates the team's strongest convictions into clear, actionable insights.
- Engage with media as a representative of the Private Bank's investment views in Asia, enhancing the firm's external profile and mindshare with clients and prospects.
- Collaborate closely with the local and global Equity Strategy teams, other asset class teams, and client-facing Investment and Advice teams to ensure alignment of views and relevance of messaging to the region’s broader strategy.
Required Qualifications, Capabilities, and Skills
- 8+ years of experience in financial markets, as an equity strategist, portfolio manager, equity analyst on the buy-side or sell-side.
- Demonstrated ability to synthesize complex themes into compelling, client-ready narratives.
- Strong intellectual curiosity and the ability to form and articulate independent views on markets.
- Demonstrated experience with portfolio construction concepts and the ability to connect views to actionable investment solutions.
- Ability to independently investigate and produce original analysis on investment themes and individual stocks.
- Proficiency with market data and research tools (Bloomberg, FactSet, Haver, etc.) and Microsoft Office.
Preferred qualifications, Capabilities, and Skills
- Exceptional communication skills in both English and Mandarin (written and verbal), with media experience a plus.
- Direct experience in exploring the latest tools in investment technology and AI is a plus.