Private Wealth Management - Equity Specialist Assistant - Intern

About Us:
Huatai International Financial Holdings Company Limited (“Huatai International” or “the Company”), is the only overseas wholly-owned or controlled subsidiary of Huatai Securities. Huatai International is the Huatai Group’s international arm which plays as a crucial role in the group's internationalization strategy by:
a) not only providing offshore capital market services (and a global business platform) but also provides onshore clients with valuable cross-border capital market services (aligned with the mainland China government’s policies and commercial intentions);
b) actively making use of Huatai Securities’ leading position, distribution network and customer base in mainland China;
c) integrating on a global basis across many jurisdictions and regions, a successful and fully integrated international financial platform with innovative financial services solutions.

Huatai International operates as a holding company for consolidating all of the group’s cross-border businesses and companies under one umbrella, offering a truly unified and international business platform. In recognition of such international strength, the renowned international rating agency Standard and Poor’s has assigned Huatai International a “BBB+” rating (for long term) and “A-2” (for short-term).

Job Description:

• Market & Research Support: Assist in tracking global equity markets (HK/US/A-shares) and semiconductor/tech sectors; compile daily market summaries, thematic research data, and earnings release updates for the team.
• Investment Material Preparation: Draft and format client-ready presentation materials, investment proposals, and pitch books for equity-linked products and thematic equity baskets under the guidance of senior specialists.
• Data Scraper & Model Maintenance: Maintain and optimize internal databases, track quantitative stock-screening models, and handle ad-hoc financial data extraction via professional financial terminals.
• Lifecycle & Trade Support: Assist in monitoring corporate actions, tracking performance attributions of recommended equity portfolios, and coordinating operational workflows across internal middle-and-back offices.

Qualifications:

• Education: Penultimate or final year student pursuing a Bachelor’s or Master’s degree in Finance, Quantitative Economics, Data Science, or a related discipline from a top-tier university.
• Experience: Prior internship experience in equity research, wealth management, or quantitative analysis is highly advantageous.
• Technical Skills: Solid understanding of financial statements, corporate valuation concepts, and basic financial derivatives (e.g., options, equity-linked notes).
• Tools: High proficiency in Bloomberg terminal operations and advanced MS Excel (VBA/macros or Python programming skills for data processing are strong pluses).
• Language: Near-native fluency in written and spoken Mandarin and English; ability to produce professional business documentation in both languages.
• Competencies: Highly detail-oriented, self-driven, and capable of delivering accurate analytical work under tight deadlines.

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