To: All UG students,

HKU Trading Group is recruiting student members (Portfolio Team/ Research Analyst/ External Affairs/ General Member). Please kindly refer to the message below for details. Thank you.

[Message from HKU Trading Group]

Who We Are:

Established in 2020, HKU Trading Group aims to spark interest in Investment Banking and Markets in hopes to inspire members to pursue a career in the industry. We organize mentorships, competitions, and training sessions, publish regular fundamental and quant research reports, and manage a simulated portfolio in partnership with Valuable Capital. Our new structural change is designated to strengthen members’ investment acumen by combining top-down and bottom-up research approaches. Our first batch of alums work at bulge bracket investment banks and well-regarded trading shops - we look forward to expanding our community and knowledge base with students who share the same passion down the road.

Who We Look For: 

Portfolio Team:

1) Quant Strategy; 2) Macro Strategy

• Identify market cycle, formulate trading strategies, and monitor portfolio performance

• Build algorithm strategies and backtesting models

Research Analyst:

1) Tech/Media/Telco; 2) Consumer (CD/CS) ; 3) Industrial/Energy ; 4) Materials

• Conduct sectoral research to provide investment recommendations

• Write investment recommendation reports of strong convictions

• Learn to build financial models, standardized charts, and dashboards

External Affairs:

• Assist in organising different events, including networking and outreach events

• Develop partnership and corporate relationship to foster long-term development of HKU Trading Group

General Member:

• Subscribe to our regular reports

Remarks:

• Quant Strategy candidates are expected to submit a 1-pager quant write-up (*1).

• Portfolio Team candidates are expected to submit a 1-pager macro write-up (*2).

• Research Analyst candidates are expected to submit a 1-pager stock pitch (*3).

*1: You are required to write a 1-pager quant write up for the mean reversion strategy, you may include:

      • What are they, and how are we going to profit from there?

      • Using the data source and tools, can you backtest this strategy to determine the profitability of such?

      • What was the performance, and what are the assumptions you used in backtesting?

      • What are the benchmarks you used to determine the performance?

*2: You are required to write a 1-pager macro write up for ONE of the following topics:

1) Chinese economy 2) De-dollarisation

*3: You are required to write a 1-pager stock pitch for ONE of the following companies:

1) TMT - Wolfspeed Inc (WOLF US) 2) Consumer - Krispy Kreme (DNUT US) 3) Industrial/Energy - Plug Energy (PLUG US) 4) Materials - Lygend (2245 HK)

The 1-pager stock pitch may include:

      • [Long/Short]

      • [Company Name]

      • [Investment Time Horizon]

      • [Upside %]

      • Business Overview

      • Investment Thesis 1 – Explanation

      • Investment Thesis 2 – Explanation

      • Investment Thesis 3/Short-term Catalyst (If Any) - Explanation

      • Valuation Analysis (Optional)

Registration Link: https://docs.google.com/forms/d/e/1FAIpQLSdcrtpD8rlFiSZJj7HAhaH53TynGhQD_X2V9hY72XsBwXUfJw/viewform?usp=sf_link

Deadline: 11:59 p.m., September 3, 2023 (Sunday)

For more information on recruitment, joint ventures, and partnerships, please reach out to hkutradingclub@gmail.com, or contact Anna Hu or Ande Chong.

HKU Trading Group

Email: hkutradingclub@gmail.com | Website: https://www.hkutrading.com/

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Disclaimer: The data collected through the online application and activities organized are solely administered by HKU Trading Group. The School shall not be held liable in the case that disputes, loss or any other situations arise.