Research - APAC Equity - China Oil, Gas & Chemicals Analyst

We are looking for an Investment Research Sector Analyst to join our Equity Research team, with responsibility for covering companies across the Oil, Gas & Chemicals sector.

In this role, you will develop differentiated investment insights through rigorous fundamental analysis of companies, commodities and industry trends. You will combine detailed financial modelling with an understanding of oil, gas, & chemical markets, company strategy, asset quality, capital allocation and valuation to help investors make informed investment decisions.

You will work closely with senior research analysts and colleagues across the broader research platform, while developing relationships with company management teams, investors and industry participants.

• Conduct fundamental research on listed Oil, Gas & Chemical companies, including integrated energy companies, exploration and production companies, refiners and other relevant parts of the energy value chain.

• Build, maintain and enhance detailed company financial models, including earnings forecasts, cash-flow analysis, balance-sheet analysis and valuation.

• Analyze key sector drivers including crude oil and natural gas prices, production volumes, realized pricing, operating costs, capital expenditure, reserve development, refining margins and industry supply-demand dynamics.

• Develop investment views at both company and sector level, identifying differentiated insights, catalysts, risks and potential changes in market expectations.

• Apply appropriate valuation frameworks, including discounted cash flow, NAV, trading multiples and other sector-relevant methodologies.

• Monitor company results, operational updates, commodity-market developments, regulatory changes and geopolitical events, and assess their implications for earnings and valuations.

• Contribute to high-quality research publications, including company updates, earnings analysis, industry thematic work and investment strategy pieces.

• Engage with corporate management teams and other industry participants to deepen fundamental understanding of companies and market dynamics.

• Support discussions with institutional investors by clearly communicating investment theses, industry trends, valuation frameworks and key risks.

• Collaborate effectively with research colleagues across sectors, regions and disciplines to develop broader thematic and cross-sector insights.

• Maintain high standards of accuracy, intellectual independence, risk awareness and compliance in all research activities.