Investment Analyst

Principal Trust Company (Asia) Limited.; Hong Kong; On-site; HKD 480,000 - 840,000; Full time

Job summary

Principal Trust Company (Asia) Limited. is seeking an Investment Analyst to join its dynamic, global team.

You will support multi-asset portfolio management, contribute to asset allocation ideas, and assist in client communications and RFPs, collaborating across professionals to drive growth. The ideal candidate has 5+ years in investment and strong quantitative skills, with proficiency in Bloomberg, FactSet, and programming languages such as Python and R.

Qualifications

• 5+ years of investment experience with a focus on multi-asset portfolios.
• Exposure to multi-asset portfolio construction and instrument selection.
• Bachelor's degree or equivalent; Master's or CFA preferred.

Responsibilities

• Support portfolio management of multi-asset and multi-manager portfolios, ensuring alignment with team's market views.
• Contribute to dynamic asset allocation ideas and research in a global environment.
• Assist in business development and client relationships through portfolio commentary, reviews, and RFPs.
• Collaborate with team to improve investment controls and processes using automation and innovation.

Skills

Strong quantitative skills

Attention to detail

Independent work

Education

Bachelor's degree in finance or related field

Master's degree or CFA preferred

Tools

Bloomberg

FactSet

Python

R

Job description

Responsibilities

At Principal, we invest in what matters. And building talented teams is where it all begins. We're drawn to people who bring unique perspectives, passion, and expertise to help us advance the financial security and well-being of our customers, transform our growing business, and drive positive change in the communities where we live and work.

When we invest in you, and you invest in us, great things happen.

At Principal, we offer an outstanding opportunity to join our team as an Investment Analyst. This role provides the chance to work in a dynamic, global environment where your contributions will make a significant impact. You will collaborate with dedicated professionals to successfully carry out investment strategies and promote growth. If you are ambitious and passionate about financial markets, this is the perfect role for you!

What You'll Do

• Support portfolio management of multi-asset and multi-manager portfolios, ensuring alignment with team's market views.
• Contribute to dynamic asset allocation investment ideas and research in a global, collegiate environment.
• Assist in business development and client relationships through portfolio commentary, reviews, and RFPs.
• Collaborate with team members and collaborators to improve investment controls and processes using automation and innovation.

Requirements

Who You Are

• 5+ years of investment experience, with a strong preference for multi-asset experience.
• A Bachelor's degree or equivalent experience in finance or a related field; a Master's degree or equivalent experience or CFA or equivalent experience is preferred.
• Exposure to multi-asset portfolio construction and instrument selection.
• Detail oriented with strong quantitative and analytical skills; proficiency with Bloomberg, FactSet, and programming languages (Python, R) is strongly preferred.
• A passion for financial markets and an understanding of return/risk drivers of various asset classes and the current macro/economic environment.
• Highly organized and a self-starter, able to work independently and thrive in a fast-paced team environment.

Additional Information

Why Join Us?

At Principal, we believe that investing in you forms the foundation of our success. We maintain a nurturing environment where your valuable insights and expertise are recognized. You'll be able to work alongside world-class professionals, inspire innovation, and play a role in securing the financial well‑being of our customers. Together, we can achieve remarkable outcomes!