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Fund Research Analyst / Advisor

Sun International Securities Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2014-08-04
  • Career Level:Middle
  • Location:Sheung Wan
  • Yr(s) of Exp:3 years
  • Qualification:Degree
  • Employment Type:Full Time, Permanent
  • Job Function:Financial Services  
  • Benefits:Dental insurance  Double pay  Education allowance  Five-day work week  Medical insurance

Job Description

Responsibilities:



  • Conduct research and analysis on Funds & Bonds industry and make investment recommendations;
  • Assist to explore new business opportunities;
  • Prepares regular performance reports of funds, which include Fund Selection, Fund due diligence and data collection and entry, fund overview and detail analysis, investment projections, etc.;
  • Provides investment analysis in funds (Mutual funds, Hedge Fund, fund of funds) on a global basis;
  • Monitors the fund performance through meetings, phone conversations and investment updates;
  • Liaises with external parties such as fund managers, transfer Agent;
  • Provide comprehensive financial services, includes Risk Management on product rating and product risk;
  • Participates in team meetings, client meetings and product training for in-house and external road show;
  • Analysis of wealth management products, organize product trainings to Investment Consultant.

Requirements:

  • Degree in Finance, Statistics, Economics or related;
  • Holder of SFC license for Type1 and  4, holder of CFA is an advantage;
  • With at least 3-5 years working experience in the financial industry;
  • Sound knowledge with proven track record in the financial industry;
  • Independent, self-motivated, willing to work hard, highly numerate, strong analytical skills required;
  • Excellent writing, presentation and communication skills, in English and Chinese (Mandarin);
  • Knowledge in using research tools & system.


We offer 5 day-work, bank holiday, birthday leave, volunteers leave, good career prospects & attractive remuneration packages staff privilege - Green Life Program and fringe benefits for the right candidate. If you would like to take the challenge to stretch your ability and form part of our team, please send your full career details, together with your full resume, state current and expected salaries by email to recruit@sunifg.com.
 
Information provided will be treated in the strictest confidence and used only for recruitment related purposes. To ensure the smooth recruitment process, you are NOT ncessary to resend your application within 3 months. All applications will be destroyed after 6 months. Only short listed candidates will be contacted.

Company Info

Sun International Securities Limited (“SISL”) is a licensed corporation (SFC CE No.: AVI905 / broker number : 6978 and 6979), principally engages in securities trading, margin financing, placing and underwriting, futures and options brokerage services, etc. We provide a wide variety of securities products, including stocks, bonds, funds and derivatives products listed on the HKEx.

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