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Identify investment opportunity by in-depth research and analysis of the macroeconomic situation and equity/mutual funds investment market. Proactively support Chief Investment Officer in formulating investment strategies
Follow up the changes in the equity market, comprehensively consider the risk appetite and liquidity requirements, and put forward suggestions for adjusting and optimizing the investment portfolio
Provide investment consulting support for the company's Class C insurance product fund platform, including understanding and regularly updating the latest fund market trends, platform fund performance tracking and analysis, industry company fund platform information tracking, post-investment consulting services and new product development support
Responsible for implementation, monitor and review of investment strategies and asset allocation of the portfolio to ensure that the yield requirements are met
Recommend buy/sell decisions to Chief Investment Officer, responsible for research and management of equity investment(including stocks and mutual funds), writing research reports and investment proposals
Prepare market commentaries, regular reports and investment memos to leadership team and investment committees
Assist in the implementation and feedback of the asset allocation
Cooperate with the marketing activities of the company's sales department and provide professional support
Manage investment projects such as governance and investment process improvement
Other auxiliary work such as investment, compliance, risk control, etc.
A Bachelor's Degree in Finance, Economics, Business Administration or related fields
At least 8 years of experience in asset management industry with more than 5 years of investment experience in equities(including stocks and mutual funds)
Familiar with Hong Kong Class C insurance product fund platform, have in-depth understanding or work experience with Hong Kong mutual fund market and fund advisory business, or engaged in FOF research and investment in Hong Kong
Professional qualification such as ACCA, CFA, FRM preferred
Good communication skill and fluent in English and mandarin
We offer attractive salaries and excellent benefits.
If you are interested in our opportunity, please send your job application to us. Before doing so, please make sure you read and agree with our Personal Information Collection Statement (link: https://www.hengansl.com.hk/en/careers/privacy-agreement).
Any personal data we collect will only be used for recruitment purposes. We keep all applications confidentially on file for six months.