Job Description

Provide support to a team that develops and executes a variety of investment strategies to:

• Give advice on cross-assets products and update clients on market performance.
• Provide investment recommendations based on asset under management, purposes of investment, risk appetite and client’s investment knowledge.
• Recommend strategic/tactical asset allocation.
• Identify investment opportunities, carry out due diligence review of potential investments, prepare financial modeling, conduct analyses and budgets in the investment decision process
• Perform in depth research on countries, industries, companies and projects to provide investment information
• Assist in execution of investment transactions, including but not limited to documentation execution and liaising with third party professionals and investment partners
• Monitor performance of client’s invested portfolio and report on their performance.
• Conduct regular financial data review.

Specific qualifications include:

• BS or BA degree, preferably a business related degree
• Previous related internship experience and/or other relevant experience is preferred; Fresh graduates will also be considered
• Fluent in Cantonese, Mandarin & English with strong verbal and written communication skills
• Strong, proven quantitative and qualitative analytical skills both scholastically and practically
• Proven ability to synthesize information to reach logical conclusions and manage projects
• Intermediate to advanced proficiency with MS Excel, MS Word, MS PowerPoint and MS Access