Investment Research Analyst - Private Banking

Spidernet Recruitment Services; Hong Kong; On-site; HKD 600,000 - 1,000,000; Full time

Benefits offered by this job

Attractive remuneration and fringe ben

Job summary

Spidernet Recruitment Services in Hong Kong is seeking a senior research professional to perform cross-asset research with a focus on FX and equity themes, publish CIO house views and investment notes, and manage fund allocations and trade execution.

The role requires strong macroeconomic knowledge, CFA is an advantage, and collaboration with Relationship Managers/Investment Consultants. You will ensure compliance, contribute to marketing initiatives, and drive system enhancements.

Qualifications

• Bachelor degree or above in Business Administration, Finance or related disciplines.
• At least 5 years of working experience in research, investment consulting, fund management, or sales in Private Banking, Asset Management or Investment Bank Research.
• Strong knowledge in global macroeconomics, cross asset allocation and FX.
• CFA is an advantage.

Responsibilities

• Perform cross asset research with focus on FX and equity themes.
• Responsible for CIO house view publications and investment note.
• Manage house view fund’s asset allocations, products selection, trade execution, performance and risk attribution and ongoing monitoring.
• Work closely with Relationship Managers & Investment Consultants to support internal and external fund product sales.
• Participate in house view fund investment management & marketing initiatives.
• Ensure strict compliance with all internal policies and procedures, as well as all local and cross-border regulatory requirements.
• Participate in system enhancement projects.
• Handle projects or ad-hoc task as assigned by supervisors/management.

Skills

Macroeconomics knowledge

Cross-asset allocation

FX knowledge

Analytical skills

Interpersonal skills

Diplomatic mindset

English/Chinese bilingual

Education

Bachelor's degree or above in Finance or related field

Tools

Bloomberg

MS Word

Excel

PowerPoint

Chinese word processing

Job description

Perform cross asset research with focus on FX and equity themes;

Responsible for CIO house view publications and investment note;

Manage relevant house view fund’s asset allocations, products selection, trade execution, performance and risk attribution and ongoing monitoring;

Work closely with Relationship Managers & Investment Consultants to support internal and external fund product sales;

Participate in and contribute to house view fund investment management & marketing initiatives;

Ensure strict compliance with all internal policies and procedures, as well as all local and cross-border regulatory requirements;

Participate in system enhancement projects;

Handle projects or ad-hoc task as assigned by supervisors / management.

Attractive remuneration and fringe benefits will be offered to the successful candidate.

Requirements

• Bachelor Degree or above in Business Administration, Finance or related disciplines;
• At least 5 years of working experience in research, investment consulting, fund management, or sales in Private Banking, Asset Management or Investment Bank Research;
• Strong knowledge in global macroeconomics, cross asset allocation and FX;
• CFA is an advantage;
• Strong analytical, good interpersonal and communication skills;
• Proactive and diplomatic mindset with “can-do” attitude;
• Proficiency in PC skills such as Bloomberg, MS Word, Excel, Powerpoint and Chinese Word Processing;
• Proficient in both spoken and written English and Chinese (including Mandarin).