Senior Associate – Investment Research Tools, Platforms & AI

Position Purpose:

The Global Corporate & External Research Relations Team oversees corporate relations and external research across our investment platform, with the goal of positively impacting investment decisions across our Equity, Fixed Income and Multi-Asset teams.

The Team manages a diverse ecosystem of research firms, tools, and service providers to optimize the effectiveness of best-in-class research and industry insights in support of our investment teams’ bottom-up fundamental research process. This tailored approach enables us to continually enhance and support the highest quality information available to our investment professionals. In addition, the Team fosters robust corporate relationships through high-touch engagement with key decision-makers. In partnership with our investment professionals, we create innovative firm-wide events that provide direct in-house access to corporate management teams.

The Senior Associate will play a crucial role in executing the Corporate and External Research Relations strategy within the APAC region, partnering closely with investment professionals to integrate emerging technologies and external research resources into their day-to-day research workflows and investment decision-making. Responsibilities include leading the coordination of evaluations, trials, and onboarding of new research firms, tools, and service providers, providing ongoing investor engagement by addressing questions and sharing product knowledge, and staying informed of evolving technologies to enhance existing solutions and strengthen the resources available to investment professionals across the Gen AI, market and alternative data, and sell-side landscape in APAC.

The Senior Associate will cultivate strong working relationships with research firms, tools, and service providers. Establishing partnerships with investment professionals, including both Analysts and Portfolio Managers, to understand and address their specific research needs is essential for success in this position. The role requires effective management of information and processes, meticulous attention to detail, and the ability to operate independently while collaborating closely with global counterparts to ensure alignment with firm-wide initiatives.

This role will be based in our Hong Kong office and will report to the APAC Regional Head of Corporate and External Research Relations.

Primary Accountabilities:

The candidate will:

• Manage and coordinate the evaluation and onboarding of research firms, tools, and service providers across the Gen AI, market and alternative data, and sell-side landscape in APAC from initial interest through renewal
• Coordinate trials and onboarding processes, including managing product inquiries, pricing discussions, and documentation workflows in partnership with Legal, Compliance, and Finance
• Act as a key contact between investment professionals, internal teams, and external providers to ensure seamless implementation and adoption
• Build strong relationships with investment professionals and vendors across regions, fostering collaboration and responsiveness
• Develop deep expertise across key research firms, tools, and service providers by staying current on product developments and new features; connect the dots across various providers; build a holistic understanding of value propositions to assess functionality, differentiation, and ROI
• Monitor new and emerging research firms, tools, and service providers to anticipate investor needs and identify opportunities to trial or enhance existing solutions
• Provide proactive support by addressing investor questions, facilitating demos and training sessions, and helping teams make full and effective use of approved resources
• Assess vendor performance and usage to ensure research firms, tools, and service providers remain effective and aligned with investment teams’ needs; share insights to optimize overall resource efficiency
• Support other priorities and initiatives within the APAC Corporate & External Research Relations Team
• Work closely with global counterparts to share best practices, align APAC approaches with firm-wide initiatives, and bring regional insights into global discussion

Qualifications

• 2–6 years’ experience on the buy-side or sell-side, ideally in roles closely connected to investment research or investor workflows
• Strong attention to detail with ability to problem-solve, identify, and escalate critical issues
• Proactive approach; adaptable to change and evolving priorities
• Able to balance and prioritize multiple demands in a fast-paced, fluid environment across time zones
• Strong customer-service orientation; demonstrated ability to build trust, rapport, and credibility with stakeholders
• Aptitude to understand and communicate the technical aspects of data and AI-driven tools, with curiosity and creativity to recognize new possibilities and applications
• Excellent verbal and written communication skills
• Commitment to the highest ethical standards and ability to handle sensitive information with discretion
• Bachelor’s degree required