Investment Analyst
2 weeks ago
Responsibilities:
- Assist investment team with the analysis required, especially the fixed income portfolios (eg. REITS, bonds)
- Perform pre-trade portfolio analysis and prepare orders for investment team as well as pre and post-trade compliance checks
- Monitor portfolio risk metrics by generating reports and analysing model scenarios to support the investment team decision making
- Provide support for day-to-day activity in client portfolios and funds
- Work closely with the investment and trading team to monitor real-time activities
- Develop marketing, servicing and educational materials, including marketing and servicing presentations, monthly commentaries, quarterly investor reports, whitepapers, and other materials for publication
- Performs other duties as assigned
Requirement:
- A bachelor's degree with an emphasis in Finance or an equivalent advanced degree preferred
- At least 3 years related experience in asset management and fund management
- Strong knowledge of fixed income instruments/REITs, markets, and the investment process preferred
- Excellent written and oral communication and interpersonal skills as well as the ability to effectively interact across different functions
- Excellent written and oral communication skills in English
- Ability to speak fluent Mandarin is essential due to the job requirements to communicate with Mandarin speaking clients
- CFA certification is a plus
Market Research
Asset Management
Microsoft Office
Oral Communication Skills
Due Diligence
Analytical Skills
Valuation
Interpersonal Skills
Investments
Economics
Investment Management
Financial Modelling
Writing
Bonds
Capital
Team Player
Fixed Income
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