Associate, Investment Solutions, Asset Management

CLSA; Hong Kong; On-site; HKD 90,000 - 140,000; Full time

Job summary

CLSA Investment Solutions in Hong Kong seeks a candidate with experience in portfolio management and derivative structuring across multiple asset classes, including cross-border PRC channels (QFI/QDII). The role involves structuring, trading, and operations, with close collaboration across internal teams and external counterparties.

The successful candidate will learn end-to-end investment solutions, from pre-launch planning to trade execution and ongoing risk monitoring, supporting sales on

Qualifications

• University degree holder in business administration, banking, finance, accounting or related discipline.
• Experience in portfolio management and/or derivative structuring, preferably in more than one asset class, with cross-border investing familiarity (QFI, QDII).
• Ability to multi-task and meet deadlines.
• Able to perform under high pressure.
• Ambition to build a career in a premier global financial services institution.
• Excellent attention to detail and strong communication skills.
• Strong Mandarin and English communication.

Responsibilities

• Support pre-launch portfolio planning, structuring and trade preparation with multi-asset client portfolios.
• Work with Middle Office on settlement and operations, including trade booking and risk monitoring.
• Assist to provide investment advice and guidance for investment opportunities to clients.
• Support product development and solution structuring, including fund and account structuring and internal risk approvals.
• Produce and maintain client materials including periodic Investment Solutions updates and pitch decks.
• Be aware of CITIC CLSA fixed income/equity capabilities onshore and offshore to act as a product specialist.
• Support sales teams on client pitches and product explanations.
• Coordinate with internal and external parties to ensure a smooth launch process.

Skills

Portfolio management

Derivative structuring

Trade execution

Cross-border investing

QFI/QDII

Mandarin-English comms

Attention to detail

Education

Bachelor's degree in finance/business

Job description

Position Description

The Investment Solutions team focuses on providing AM's global client base with tailored portfolios and other investment solutions across a wide range of asset classes, and with a significant focus on cross-border China investment.

This is a role that will provide the successful candidate with great training and experience in structuring, trading, and portfolio management in AM's Investment Solutions business. In this team, we take care of the complete investment process, from pre-launch preparation, trade execution to ongoing risk and operation monitoring, so your skills and interest in structuring, trade execution and/or operations would be needed. In practice, the team works closely with internal teams and external counterparties, where the candidate will learn a great deal about all elements of Investment Solutions from the beginning to the end of the product life-cycle.

Key Areas of Responsibilities

• Support pre-launch portfolio planning, structuring and trade preparation and handling trade execution in multi-asset client portfolios including fixed income, equity and other securities (cross-border QFI, QDII, Stock Connect and Bond Connect)

• Working with Middle Office on settlement and operations, including trade booking, risk limit monitoring, etc.

• Assist to provide investment advice and guidance for investment opportunities to clients.

• Support all aspects of product development and solution structuring, including fund and account structuring, portfolio structuring, managing internal risk management approvals, and other transaction execution functions.

• Assist to produce and maintain product and client materials including periodic Investment Solutions client updates and pitch decks.

• Keep fully informed about the full range of CITIC CLSA fixed income/equity trading and structuring capabilities both onshore and offshore in order to be a 'product specialist'.

• Capable of supporting sales teams on client pitches and product & solution explanation

• Capable of project management by communicating with internal and external parties to make sure smooth launch process.

Requirements

• University degree holder in business administration, banking, finance, accounting or related discipline.

• Experience in portfolio management and/or derivative structuring experience, preferably in more than one asset class, and experience in cross-border PRC investing and familiarity with QFI, QDII and other cross-border investment channels, will be regarded as an advantage.

• Ability to multi-task and be flexible to requests and deadlines.

• Able to perform under high pressure.

• Ambition and desire to establish a career in a premier global financial services institution.

• Excellent attention to detail and strong communication skills.

• Strong verbal and written communication skills in Mandarin and English.