Multi-Asset Strategy Analyst（Futures）

Forthright Financial Holdings Company Limited; Hong Kong; On-site; HKD 900,000 - 1,100,000; Full time

Job summary

Forthright Financial Holdings Company Limited is seeking an experienced multi-asset researcher to analyze stocks, bonds, FX and commodities and deliver investment ideas to high-net-worth clients. You will maintain asset databases, use Bloomberg, and apply new AI tools in daily work.

The role requires 5+ years in multi-asset research (secondary markets), fluency in Putonghua and English, and an outgoing personality capable of engaging clients.

Qualifications

• Qualifications in SFC No.5; CFA is preferred.
• At least 5 years of multi-asset research or investment experience (secondary market).
• Outgoing personality, willing to engage with high-net-worth clients and share investment ideas.
• Fluent in Putonghua and English; Cantonese is a plus.

Responsibilities

• Deliver strategic and tactical investment ideas to clients via media, research reports, face-to-face meetings, conference calls and roadshows.
• Maintain multi-asset databases and a research system for multi-strategy assets.
• Learn and apply new tools, including AI tools, to daily work.

Skills

Multi-asset research

Asset rotation

Fundamental analysis

Technical analysis

Bloomberg

PowerPoint

Excel

English

Putonghua

Education

SFC Capital Markets qualification (SFC No.5)

CFA (preferred)

Tools

Bloomberg

Job description

1、Possess a good perspective on Cross-assets, especially in Stock index, bonds, FX and commodities（Gold, silver, Crude oil etc.）

2、Have good knowledge of fundamental analysis, be familiar with market analysis, asset rotation, technical analysis etc.

3、Maintain multi-assets databases, keep track of relevant assetsand possess a research system for multi-strategy assets.

4、Passionate about analyzing and recommending asset class opportunities, Deliver strategic and tactical investment ideas with clients through media, research reports, face-to-face, conference call, and Roadshows etc.

5、Passionate about learning new tools, possesses a strong learning ability for AI tools, and can apply it to daily work.

Job Requirements

2、Qualifications in SFCNo.5, Candidate with CFA is preferred

3、At least 5years of multi-asset research or investmentexperience(especially in secondary market)

4、Outgoing personality, willing to engage with high-net-worth clientsand willing to give investment ideas

5、Fluent in Putonghua and English, Cantonese is a plus

6、Proficient in Bloomberg, as well as PowerPointandExcel

Forthright Financial Holdings Company Limited ("Forthright Financial") is a leading provider of investment and financial trading services for our customers. Established in August 2015

Forthright Financial Holdings Company Limited ("Forthright Financial") is a leading provider of investment and financial trading services for our customers. Established in August 2015