Manager, Investment Research & Advisory (Multi-Asset)

Michael Page; Hong Kong; On-site; HKD 450,000 - 650,000; Full time

Benefits offered by this job

Competitive package

Job summary

Michael Page in Hong Kong is seeking an investment professional to join a wealth management and investment advisory platform, focusing on cross-asset research and client-focused insights. You will conduct research across equities, fixed income and funds, monitor markets, and prepare market commentaries for internal stakeholders and clients.

The role supports asset allocation discussions and translates research into actionable client ideas.

Qualifications

• 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.
• Good understanding of multiple asset classes and global financial markets.
• 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 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

Investment research

Fund research

Asset allocation

Analytical & report-writing

Bilingual English/Chinese

Education

Finance/Economics/Investment Management degree

Job description

• Broad exposure across investment research, fund analysis and asset allocation
• Work with senior leaders to turn market insights into investment ideas

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

Quote job ref: JN-102026-7129751