Investment Consultant

Futu Holdings Limited; Hong Kong; Sur place; HKD 600 000 - 1 000 000; Plein temps

Résumé du poste

Futu Holdings Limited in Hong Kong seeks an experienced investment analyst to conduct in-depth global equity analysis and develop investment strategies aligned with macro trends and market structures.

You will collaborate with Macro Expert and Equity Research Analysts to formulate strategies, manage HNW portfolios, and deliver regular market reports. Strong communication and regulatory knowledge are essential for success.

Qualifications

• Master's degree or higher in finance, economics, or related field.
• Professional certifications like CFA/FRM preferred.
• 5+ years of experience in investment analysis or strategic planning.

Responsabilités

• Conduct in-depth analysis of global equity markets to provide regular investment strategies including macro trends, industry patterns, market structures, and regulatory environments.
• Collaborate with Macro Expert and Equity Research Analyst to share insights and formulate global investment strategies.
• Develop and manage HNW client portfolios and strategies for optimal risk-adjusted returns using listed products.
• Provide regular market strategy reports and assess competitor dynamics for investment opportunities.
• Host market strategy presentations to internal teams, clients, and at industry events to communicate findings and recommendations.
• Adhere to compliance and regulatory requirements, ensuring activities align with policies.

Connaissances

Investment analysis

Financial modeling

Strategic planning

Client communication

Regulatory knowledge

Formation

Master's degree or higher in finance/economics

CFA/FRM or similar certifications preferred

Outils

Bloomberg Terminal

Excel

PowerPoint

Description du poste

Job Responsibilities

• Conduct in-depth analysis of the Global equity markets to provide regular related investment strategies including macroeconomic trends, industry patterns, market structures, and regulatory environments
• Working closely with Macro Expert and Equity Research Analyst to share insights and help formulate global investment strategies
• Develop and manage HNW clients; portfolio strategies to achieve optimal risk-adjusted returns using listed products
• Provide regular market strategy reports and competitor dynamics to explore investment opportunities
• Host regular market strategy presentations to internal teams, clients, and at relevant industry events to communicate findings and strategic recommendations
• Adhere to best practices and compliance requirements, ensuring investment activities are in line with regulations and company policies

Qualifications

• Master's degree or higher in finance, economics, or a related field
• A minimum of 5 years of experience in investment analysis or strategic planning
• Holder of SFC license type 1,4 regulated activity and highly preferred CFA, FRM, or similar professional certifications
• Strong communication skills with the ability to convey complex investment concepts clearly to clients at various levels
• Effective decision-making skills with the ability to make accurate judgments in a fast-paced environment
• Have basic knowledge of PWM products, i.e. hedge fund, structure notes, cash bond, otc derivatives
• Excellent teamwork spirit and cross-cultural communication abilities.
• Business trip may be required