Investment Solutions Associate — Global Asset Management

CITIC Securities; Hong Kong; On-site; HKD 350,000 - 600,000; Full time

Job summary

CITIC Securities seeks an Associate in its Investment Solutions team within Asset Management to help structure, trade and manage cross-asset client portfolios for a global client base, with a focus on cross-border PRC investing.

You will participate in pre-launch planning, trade execution, settlement, risk monitoring and client materials, collaborating with internal teams and external counterparties to deliver integrated investment solutions.

Qualifications

• Experience in portfolio management and/or derivative structuring across multiple asset classes.
• Familiarity with QFI / QDII cross-border channels is a plus.
• Strong multi-tasking and ability to work under pressure.

Responsibilities

• Support pre-launch portfolio planning, structuring and trade preparation for multi-asset client portfolios including fixed income, equity and other securities.
• Collaborate with Middle Office on settlement and operations, including trade booking and risk limit monitoring.
• 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 and transaction execution functions.
• Produce and maintain product and client materials including periodic Investment Solutions client updates and pitch decks.
• Act as a product specialist by staying informed about onshore and offshore capabilities to support sales teams on client pitches.
• Coordinate with internal and external parties to ensure a smooth launch process.

Skills

Portfolio management

Derivative structuring

Cross-border investing

Communication (Mandarin & English)

Education

University degree in business/finance or related

Job description

CITIC Securities seeks an Associate in its Investment Solutions team within Asset Management to help structure, trade and manage cross-asset client portfolios for a global client base, with a focus on cross-border PRC investing.

You will participate in pre-launch planning, trade execution, settlement, risk monitoring and client materials, collaborating with internal teams and external counterparties to deliver integrated investment solutions.