Role responsibilities include:
- Perform analysis and interact with client to communicate investment philosophy, strategy and performance
- Prepare weekly and ad-hoc research notes, trade ideas and fund-related updates as well as corporate and product-related presentations for investors, brokerages, and portfolio managers
- Work closely with sales teams to oversee effective messaging of strategies and communicate information and insights to professional investors and senior decision makers
- Assisting with product strategy/development and management for the team's strategies
Key requirements for the role:
- 3+ years' experience in research, sales (fund or equity), wealth management, private banking or investment
- Excellent presentation skills in English and in Cantonese
- Excellent writing skills and storytelling skills in English
- Strong fundamental understanding of investing in Chinese equities
- Strong team work