Investment Analyst (Family Office)

Key Responsibilities:

Conduct secondary investment research support, including fundamental investment modeling and analysis (fixed income and equities), risk analyses, economic trends analyses, monitoring of market conditions

Assist in portfolio management by involvement in day-to-day investment operations, portfolio analyses as well as periodic portfolio reporting presentations

Engage on a variety of projects related to portfolio management and strategy developments

Address daily investment and portfolio requests from CIO

Assist with ad-hoc team projects and assignments

Minimum Qualifications:

5 years of relevant investment research or portfolio management experience (fixed income research/ advisory experience preferred)

Fluent in English and a good command of Chinese a must

Proficiency in Bloomberg, MS EXCEL (VBA a plus) and MS PowerPoint

Strong investment research skills with deep understanding of fundamental analyses, financial modeling, asset allocation and strategy research

Independent self-motivator with high work integrity and intellectual curiosity in developing skills across various asset classes

Well organized team player with strong attention to detail and ability to adapt to changes and multi-task under time pressure

Bachelors degree holder in Finance, Accounting, or related disciplines, demonstrating a strong academic background and numeric sense.

We offer a competitive remuneration package, including a 5-day work week, discretionary performance bonus, employer's voluntary contribution to MPF, and medical insurance to the successful applicant.

Individuals who are confident and interested in this position can submit your application along with your resume. We look forward to reviewing your credentials and potentially welcoming you to our team.

For interested parties, pls send your CV in word format with current salary, expected salary and notice period to hf@hkjobc.com.  For enquiry, pls do Mr. Fung at 9201 5237.