Investment Solutions Associate: Structuring, Trading & Portfolios

CLSA; Hong Kong; On-site; HKD 90,000 - 140,000; Full time

Job summary

CLSA Investment Solutions in Hong Kong seeks a candidate with experience in portfolio management and derivative structuring across multiple asset classes, including cross-border PRC channels (QFI/QDII). The role involves structuring, trading, and operations, with close collaboration across internal teams and external counterparties.

The successful candidate will learn end-to-end investment solutions, from pre-launch planning to trade execution and ongoing risk monitoring, supporting sales on

Qualifications

• University degree holder in business administration, banking, finance, accounting or related discipline.
• Experience in portfolio management and/or derivative structuring, preferably in more than one asset class, with cross-border investing familiarity (QFI, QDII).
• Ability to multi-task and meet deadlines.
• Able to perform under high pressure.
• Ambition to build a career in a premier global financial services institution.
• Excellent attention to detail and strong communication skills.
• Strong Mandarin and English communication.

Responsibilities

• Support pre-launch portfolio planning, structuring and trade preparation with multi-asset client portfolios.
• Work with Middle Office on settlement and operations, including trade booking and risk monitoring.
• Assist to provide investment advice and guidance for investment opportunities to clients.
• Support product development and solution structuring, including fund and account structuring and internal risk approvals.
• Produce and maintain client materials including periodic Investment Solutions updates and pitch decks.
• Be aware of CITIC CLSA fixed income/equity capabilities onshore and offshore to act as a product specialist.
• Support sales teams on client pitches and product explanations.
• Coordinate with internal and external parties to ensure a smooth launch process.

Skills

Portfolio management

Derivative structuring

Trade execution

Cross-border investing

QFI/QDII

Mandarin-English comms

Attention to detail

Education

Bachelor's degree in finance/business

Job description

CLSA Investment Solutions in Hong Kong seeks a candidate with experience in portfolio management and derivative structuring across multiple asset classes, including cross-border PRC channels (QFI/QDII). The role involves structuring, trading, and operations, with close collaboration across internal teams and external counterparties.

The successful candidate will learn end-to-end investment solutions, from pre-launch planning to trade execution and ongoing risk monitoring, supporting sales on