Career Opportunities: Equity Research Analyst - TMT (29791)
A career at Janus Henderson is more than a job, it's about
investing
in a brighter future
together .
Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.
Our Values are key to driving our success, and are at the heart of everything we do:
Clients Come First - Always
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Execution Supersedes Intention
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Together We Win
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Diversity Improves Results
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Truth Builds Trust
If our mission, values, and purpose align with your own, we would love to hear from you!
The company
We are a leading independent global asset manager, dedicated to delivering the best outcomes for our clients through a highly diversified range of actively-managed products. We are truly global, supporting our individual and institutional investors across a range of products, encompassing equities, fixed income, multi-asset and alternatives. We build client trust by being dependably excellent in all things, and we put the client at the heart of everything we do. Our high-energy and collaborative culture at Janus Henderson helps our client achieve their goals and ensures that our people love the place they work.
The department
Janus Henderson offers expertise across all major asset classes, with investment teams situated around the world. These dynamic teams are structured and operate in ways that are best suited to their asset classes and manage products designed to meet a range of investor needs globally. We do not impose top-down house views; instead we allow an appropriate level of flexibility within a controlled environment and encourage the sharing and debate of investment ideas. Our Investment teams are grouped under: Equities, Fixed Income, Multi-Assets and Alternatives.
Overview of the role
You will undertake in-depth investment analysis of the Asia Technology sector and individual securities to assist with the monitoring of existing holdings and help with the identification of new investment ideas. You will prepare detailed reports / papers and will be required to present your views and recommendations to various teams including Global Research.
Duties and responsibilities
You will:
Conduct research independently and analyze the Asia Technology sector and individual securities. Analysis may focus on individual securities, classes of securities or quantitative decision-making models.
Undertake research visits / meetings with a wide range of companies, debt originators, and sell side analysts, as required. Compile reports to share with Portfolio Managers on findings.
Make buy, sell and hold recommendations to Portfolio managers / Generate relevant ideas for Portfolio managers to incorporate into relevant portfolio as appropriate.
You may be required to provide fund management information on position sizing, market price moves, portfolio risk metrics, fund flows, and other periodic data requested for the assessment of portfolios.
You may be required to work with other teams to prepare presentations, investigate client queries and respond to other ad hoc requirements.
Carry out additional duties as assigned.
Investment areas
Has responsibility for supporting portfolios that invest in Emerging Markets, Asia-Pacific, Greater China and various globally focused portfolios. Coverage will be focused on Asia Technology with focus on semiconductors, hardware & software
Supervisory responsibilities
No
Technical skills and qualifications
A minimum of 6 years relevant experience in Asian equity analysis, with a focus covering the Technology sector across Asia.
Bachelor's degree educated in business, math, science, or finance discipline.
Fluency in Chinese preferred as this role will include coverage of Greater China markets.
CFA qualified (or studying towards dependent on the level of seniority).
A competent understanding of financial statements and accounting standards, as this is the major source of our fundamental analysis.
An ability to perform deep analysis of key investment and valuation issues within short time frame to recommend new ideas for portfolio inclusion, understanding key points impacting equity value.
Excellent analytical skills, seeking to present original high-conviction research with track record of generating investment ideas with the ability to conduct fundamental research using various valuation techniques including: cash-flow based DCF, SOTP, earnings models etc.
Knowledge of relevant sector/product/instruments for the role
Microsoft office skills to include Excel, Word and PowerPoint.
Knowledge of Bloomberg and other market data platforms.
Strong interpersonal skills
Strong verbal and written communication skills
Ability to work and make decisions independently
Strong analytical skills and attention to detail
Ability to multi-task, organize, and assimilate large amounts of information
At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request, we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at ********
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