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Investment Executive
1 month ago
JOB SCOPE
Support to Equity Investment team, including Head of Investment, portfolio managers and research analyst.
RESPONSIBILITIES
Scope of duties, not limited to the following, will be expanded over time when deemed necessary on situational demands and/or for staff development.
- Data collation for external and internal reports and meetings.
- Prepare presentation slides for client review meeting.
- Compilation of portfolio managers’ comments and ratings for Stock Selection Committee (SSC) meeting and IPO.
- Assist portfolio managers with trade input. (to place orders to our trading team and necessity obtaining license)
- Travel arrangements for Equity Investment team.
- Arrange and coordinate meetings with external parties, internal meetings among business units and with regional offices, and meetings for visiting overseas colleagues.
- Need very good expertise in excel and PowerPoint
Tell employers what skills you have
Asset Management
Travel Arrangements
MS Excel
Investments
PowerPoint
Communication Skills
Administrative Support
Team Player
Set up of Meetings
Equities