Investment Strategist

Standard Chartered; Hong Kong; Hybrid; HKD 900,000 - 1,200,000; Full time

Benefits offered by this job

Competitive salary

Flexible working options

Wellbeing support (Unmind)

Job summary

Standard Chartered in Hong Kong is seeking an Investment Strategist within the equity strategy team of the Global CIO Office. You will create and maintain high-quality views on global equities, collaborate across teams, and publish market commentaries.

The role also involves managing the equity team’s model portfolios and supporting investment advisors and relationship managers with client inquiries, while advocating CIO Office perspectives through written and verbal communications.

Qualifications

• 4–6 years of equity analysis or related financial markets experience.
• Strong understanding of equity markets and global macro trends.
• Proficient in Microsoft Office (Excel, PowerPoint, Word).
• Excellent written and verbal communication skills.
• Fluent in English, Cantonese and Mandarin.

Responsibilities

• Support the equity team in developing investment views and preparing materials.
• Promote CIO views and engage across key business stakeholders.
• Partner with investment advisors and relationship managers to address client queries.
• Prepare equity publications, market commentaries and related content.
• Manage and maintain the equity team’s model portfolios.

Skills

Equity analysis

Investment research

MS Office

Communication

Languages

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Job Summary

The Global CIO Office is a key pillar within Wealth Solutions. This function establishes the bank’s investment outlook, generates investment ideas and communicates these ideas effectively to our clients and stakeholders.

The role of an Investment Strategist within the equity strategy team of the Global CIO Office will involve: (i) creation and maintenance of high quality views on global equities, including equity regions, sectors, themes and single stocks; (ii) collaborate with colleagues within the CIO Office and other teams to effectively formulate the house views in equities and other asset classes; (iii) create publications and write market commentaries related to equities; (iv) manage and maintain model portfolios of the equity team; (v) support key stakeholders like investment advisors and relationship managers in addressing client queries; (vi) be a strong advocate of the CIO Office views to both internal stakeholders and external clients; (vii) support the communication of CIO Office views via written, verbal and multi-media communication channels; (viii) maintenance of a high quality governance process.

Key Responsibilities

• Support the equity team in developing investment views and preparing required supporting materials.
• Promote CIO views and ensure effective engagement across key business stakeholders.
• Partner with investment advisors and relationship managers to address client queries on equity-related topics.
• Prepare equity publications, market commentaries and related investment content.
• Manage and maintain the equity team’s model portfolios.

Ideal Candidate

• Bachelor’s degree or equivalent qualification.
• 4-6 years of relevant experience in equity analysis, investment research or a related financial markets role.
• Strong understanding of equity markets and global macroeconomic trends.
• Proficient in Microsoft Office, including Excel, PowerPoint and Word.
• Excellent written and verbal communication skills.
• Fluent in English, Cantonese and Mandarin.

About Standard Chartered

We’re an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together We

Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do

Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well

Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What We Offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.

Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.

Flexible working options based around home and office locations, with flexible working patterns.

Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits

A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.

Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.