Franklin Executive Director/Vice President, Energy/Chem & Utilities Global Investment Research Division, Hong Kong

The most interesting aspects of my job are exchanging investment ideas with clients across the globe and discussing industry dynamics and company strategy with company management.

My Work

I work in the Global Investment Research division in Hong Kong. I am an equity research analyst covering Greater China oil/gas, alternative energy, and utilities. We seek to provide the best stock investment ideas and industry analytical framework in these sectors for our clients. The professional development of our team members is also a priority of mine.

The most interesting aspects of my job are exchanging investment ideas with clients across the globe and discussing industry dynamics and company strategy with company management. Site visits also offer first-hand knowledge about the businesses around us.

Team work is instrumental in the success of our research. Our multi-faceted profession involves both individual creativity and team collaboration. We work closely with other teams (e.g. Portfolio Strategy Research) to generate investment ideas and products.

My Day

We seek to continuously strengthen and expand our research footprint and product reputation. Providing timely investment ideas across the regions for our clients is a top priority. Internally, we also strive to foster career development of team members.

My key responsibilities include fundamental research, financial modelling, company visits, written and verbal communications with external clients (e.g. mutual funds, hedge funds, private equity) and internal clients (e.g. sales, trading). We also pride ourselves in our regular involvements in coaching, mentoring, and training activities.

The most rewarding part of my job is when our clients profit from our stock picks. We strive to become their trusted advisors – to be their first point of contact in our research coverage. The value of our research is most crystallized when we help clients turn ideas on paper into real investment gains.
On the flip side, the most challenging part of my job is when our investment thesis does not work out the way we expected. Then it is time to see what went against our analysis and hypothesis. The ability to learn from experience and maintain humility is critical to the success of a research analyst.

My Path

I came to Goldman Sachs through campus recruiting during my MBA program at Columbia University. I interviewed with most of the major investment banks. Eventually, I realized that Goldman Sachs was where I wanted to build my career. Throughout the interview process and summer internship in New York, I was especially drawn by the firm’s focus on client service and insistence on team work.

After starting in the New York office, I have also worked in Beijing and Shanghai before relocating to Hong Kong. It has been a very rewarding experience to follow high-growth companies in a vibrant and emerging market. I am thrilled to have the opportunity to cover some of the largest and leading oil companies, alternative energy enterprises and utilities firms in the industry. Additionally, it has been a privilege to be part of the China research team which has seen phenomenal growth.


After college, I started my career in public accounting and consulting. That experience has helped me to switch into equity research. Over the years, I have worked in Chicago, New York, Beijing, and Shanghai. My wife (an architect) and I now live in Hong Kong.

To anyone considering a career in finance, I would say that it is a lot of fun and extremely rewarding. The exposure and learning curves are incredible. On the other hand, it is a very demanding career and requires hard work and steadfast commitment. I believe you need to have a passion for this business to succeed in the long term.

If you aspire to be a thought leader and enjoy sharing your views with a wide audience in the investment community, our Global Investment Research could offer you a global platform to achieve that and more.