Analyst / Senior Analyst / Portfolio Manager, Fundamental Equity

Analyst / Senior Analyst / Portfolio Manager, Fundamental Equity

Location: Hong Kong, Singapore

Overview:

Millennium seeks to pursue a diverse range of investment strategies across industry sectors, asset classes and geographies. We are seeking talented professionals to join our Fundamental Equity investment teams, supporting Senior Portfolio Managers in executing market-neutral equity long/short strategies. Depending on experience, the appropriate candidate will be able to join as Portfolio Manager. An Analyst/Senior Analyst will focus on research and idea generation, while Portfolio Managers will additionally manage a book of investments within the respective Senior Portfolio Manager’s mandate.

Key Responsibilities

• Investment Research:
  • Conduct in-depth fundamental research on companies across various sectors and geographies.
  • Analyze financial statements, industry trends, competitive dynamics, and macroeconomic factors to identify potential long and short investment opportunities.
  • Build and maintain detailed financial models, including forecasting earnings, cash flows, and valuation metrics.
• Idea Generation:
  • Develop and present actionable investment ideas supported by thorough research and analysis.
  • Monitor existing portfolio positions and recommend adjustments based on updated research or market developments.
• Portfolio Construction:
  • Assist in portfolio construction and risk management by providing insights into position sizing, diversification, and exposure analysis.
  • Collaborate with the portfolio manager(s) to ensure alignment with Millennium’s strategy and risk parameters.
• Market Monitoring:
  • Stay informed of market trends, news, and events that could impact portfolio holdings or generate new investment opportunities.
  • Track sector-specific developments and maintain a database of relevant industry insights.
• Collaboration:
  • Work closely with other team members to share insights, debate investment ideas, and refine research processes.
  • Engage with company management teams, sell-side analysts, and industry experts to deepen insights.
• For Portfolio Managers:
  • Manage a market neutral equity long/short book within the Senior Portfolio Manager’s mandate.
  • Generate alpha through disciplined portfolio construction, risk management, and execution of investment ideas.
  • Oversee position sizing, diversification, and exposure management to align with Millennium’s risk parameters.
  • Mentor and collaborate with Analysts to refine investment theses and enhance team performance.

Qualifications

• Outstanding academic performance from a top tier university.
• Significant years of experience in buyside or sellside equity research, portfolio management or other relevant analytical roles in finance.
• Deep expertise in fundamental research, valuation methodologies, and financial modeling.
• Strong domain knowledge in specific sectors or markets with extensive industry connections.
• Familiarity with market-neutral equity long/short strategies and risk management principles is a plus.
• Proficiency in Excel, Bloomberg, FactSet, or other financial tools; programming skills (Python, VBA, etc.) are a bonus.
• Intellectual curiosity, attention to detail, and a passion for investing.
• Effective communication skills to articulate investment ideas clearly and concisely.
• Collaborative mindset and ability to work in a fast-paced environment.
• For Portfolio Manager candidates: proven track record of managing an equity long/short portfolio with consistent alpha generation.

Compensation

We offer competitive remuneration, performance-based bonuses, and comprehensive benefits, with opportunities for further career progression and upside.