Senior Investment Analyst
1 day ago
Investment Analysis
At Global Sage Hong Kong, we seek a skilled Senior Investment Analyst to join our team. As a key member of our investment team, you will be responsible for conducting thorough analysis of investment opportunities across various asset classes, including equities, fixed income, real estate, and alternative investments.
Fund and Portfolio Management
Key responsibilities include managing a portfolio of institution-sized capital, ensuring optimal asset allocation and risk management. You will track and analyze portfolio performance against benchmarks and industry standards, preparing regular performance reports for stakeholders and senior management.
Due Diligence
As a Senior Investment Analyst, you will conduct due diligence on investment managers, funds, and direct investments to ensure alignment with the family office's investment strategy and risk tolerance. You will evaluate legal, financial, and operational aspects of potential investments.
Reporting and Compliance
You will stay up-to-date on market developments, economic indicators, and regulatory changes, regularly updating senior management and stakeholders on fund performance. You will ensure compliance with regulatory requirements and internal investment policies.
Qualifications and Skills
- Bachelor's degree in Finance, Accounting, Economics, or related field.
- Strong analytical and quantitative skills.
- Proficiency in financial modeling and analysis.
- Strong problem-solving skills and a solution-oriented mindset.
- Good knowledge in financial markets, Bloomberg, and Capital IQ.
- Excellent communication and presentation skills.
- Ability to work independently and as part of a team.
- Certifications: CFA, CPA, or similar certifications are a plus.
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