Responsibilities:

• Work closely with the investment and sales teams to meet clients, investors, gate-keepers and research analysts.
• Articulate the investment method, portfolio positioning, strategies, outlook as well as market insight of the exitisng portfolio.
• Support and retain existing clients via regular meetings, conference calls and investment committee meetings, as needed in place of Portfolio Managers.
• Assist in creating and reviewing marketing and meeting materials, writing investment commentaries and providing insight for client reports.
• Create bespoke model portfolios for clients and the team.

Requirements:

• 3 - 6 years of working experience in asset managers or global banks with extensive equities product knowledge.
• Solid equity research or investment-related client-facing experience in the sophisticated institutional marketplace.
• Team player, able to effectively manage the expectations of a diverse and demanding client base.
• Strong presentation, writing and interpersonal skills with the ability to communicate difficult portfolio concepts to diverse audiences with varying degrees of investment expertise.
• Fluent English, Cantonese and Mandarin speaking is an essential