Investment Analyst

Infinity Asset Management Limited; Hong Kong Island; On-site; HKD 300,000 - 540,000; Full time

Job summary

Infinity Asset Management Limited is seeking an Investment Analyst to support KYC compliance, account opening controls, and across-asset investment analysis. You will perform daily administration, trade support, and capital market research to develop investment strategies for managers, while preparing client reviews and investment proposals.

Strong English and Mandarin skills are essential. The role emphasizes relationship-building with private banking and asset management networks, with

Qualifications

• 3 years of financial experience with at least 1 year in private banking, investment banking, family office, asset management or premium banking
• Graduates from top universities or holders of master/PhD degrees
• Excellent English and Mandarin; written Chinese also expected; SFC Type 4/9 license preferred

Responsibilities

• Perform KYC and comply with account opening procedures across Infinity and other platforms
• Handle daily administration, investment operation and trade execution support
• Review global capital market news and conduct research on multiple asset classes
• Carry out investment analysis and generate investment strategies for managers
• Prepare investment proposals and quarterly client review reports
• Structure and support business plans and periodic reviews
• Outreach to business channels and parties for development activities
• Archive AUM KPI with designated asset management products under guidance

Skills

Client relationship

Interpersonal communication

Cross-asset knowledge

Education

Master's/PhD degree

Job description

Investment Analyst role involving KYC compliance, account opening procedures, investment analysis, and business development activities across multiple asset classes.

Key responsibilities

Perform KYC, comply with account opening procedures and standards to Infinity and different financial institution platforms (private banks & brokerage firms)

Deal with daily administration, investment operation, trade execution support

Review daily global capital market news, perform group research on multiple asset classes

Carry out identical investment analysis and generate investment strategies to managers

Prepare investment proposal and quarterly client review report

Structure and support business plan and review

Outreach to business channels & parties, perform business development activities

Archive AUM KPI with designated asset management product under guidance & support

About you

Graduates from top universities, as well as candidates holding a master's or doctoral degree

Strong client network and good interpersonal communication skills

Basic knowledge of cross-asset classes investment instruments

Excellent command of spoken English and Mandarin and written English and Chinese

Eligible to be SFC license Type 4 and 9 representatives preferred

3 years of financial working experience, with at least 1 year's experience in private banking, investment banking, family office, asset management, or premium banking encouraged to apply