Research Analyst, Investment Management, PWM

Responsibilities:

• Assist portfolio manager to conduct research on capital market, asset allocation and investment strategies, provide quality and timely research reports; optimize corresponding frameworks
• Comprehensive use of qualitative and quantitative methods to conduct research on underlying Funds or Investment Managers; construct and optimize the Database of underlying Funds or Investment Managers
• Write due diligence reports of underlying Funds and Investment Managers in the core pool; track performance, attend PM research meetings and write meeting minutes
• Assist portfolio manager to manage discretionary portfolios
• Assist portfolio manager to prepare roadshow PPT and Investment Committee Reports
• Good understanding of multi-asset securities and multi-style Investment Managers

Requirements:

• Minimum 2-3 years+ experience in FOF Investment Management Research team
• Degree in Econometrics, Applied mathematics, Economics, Finance, Accounting or related disciplines; background of cross subjects is preferred, CFA chartered holder is preferred
• Proficient in python; fluent in listening, speaking, reading and writing English
• A team player with self-motivated, target-oriented and hard working