Senior Multi-Asset Strategy Analyst

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

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.