Manager, Investment Research & Advisory (Multi-Asset)

Michael Page (Hong Kong); Hong Kong; On-site; HKD 600,000 - 1,000,000; Full time

Benefits offered by this job

Competitive package

Job summary

Michael Page (Hong Kong) is seeking an investment professional to join a growing wealth management and investment advisory platform. The role involves conducting multi-asset research, monitoring global markets, and preparing investment publications for internal and client audiences.

The successful applicant will have a degree in Finance, Economics or Investment Management, with experience in investment research, fund research, asset allocation or portfolio analysis, ideally in private banking or

Qualifications

• Strong analytical and report-writing skills.
• Good understanding of multiple asset classes and global financial markets.
• Experience researching and evaluating mutual funds/public funds would be highly relevant.
• CFA qualification or progress towards CFA would be an advantage.
• Strong written and spoken English and Chinese.

Responsibilities

• Conduct multi-asset investment research across equities, fixed income, funds and other relevant asset classes.
• Monitor global financial markets, macroeconomic developments and investment themes to identify opportunities and risks.
• Prepare regular investment research reports, market commentaries and publications for internal stakeholders and clients.
• Review and evaluate public funds and investment products, including performance, positioning, strategy and suitability within different market environments.
• Support asset allocation and investment strategy discussions by providing research, market insights and product recommendations.
• Work closely with investment advisory, product and frontline teams to translate investment views into practical client ideas and solutions.
• Conduct ongoing monitoring and review of selected funds/products and provide timely updates when market conditions or underlying strategies change.
• Contribute to investment-related presentations and materials for internal and external audiences.

Skills

Analytical skills

Report writing

English & Chinese proficiency

Education

Finance/Economics/Investment Management degree

Job description

About Our Client

Our client is a well-established financial institution with a growing wealth management and investment advisory platform. As part of the continued expansion of its Investment & Advisory capabilities, they are looking for an investment professional to join the team in a newly created headcount.

Job Description

• Conduct multi-asset investment research across equities, fixed income, funds and other relevant asset classes.
• Monitor global financial markets, macroeconomic developments and investment themes to identify opportunities and risks.
• Prepare regular investment research reports, market commentaries and publications for internal stakeholders and clients.
• Review and evaluate public funds and investment products, including performance, positioning, strategy and suitability within different market environments.
• Support asset allocation and investment strategy discussions by providing research, market insights and product recommendations.
• Work closely with investment advisory, product and frontline teams to translate investment views into practical client ideas and solutions.
• Conduct ongoing monitoring and review of selected funds/products and provide timely updates when market conditions or underlying strategies change.
• Contribute to investment-related presentations and materials for internal and external audiences.

The Successful Applicant

• Degree holder in Finance, Economics, Investment Management or a related discipline.
• Relevant experience in investment research, fund research, asset allocation, investment advisory or portfolio/product analysis, ideally within private banking, wealth management or asset management.
• Good understanding of multiple asset classes and global financial markets.
• Experience researching and evaluating mutual funds/public funds would be highly relevant.
• Strong analytical and report-writing skills with the ability to turn complex market information into clear investment views.
• Comfortable preparing investment publications and presenting research findings to different stakeholders.
• CFA qualification or progress towards CFA would be an advantage.
• Strong written and spoken English and Chinese.

What's on Offer

Competitive package