Responsibilities
• Provide investment information
• Monitor investment performance and provide regular updates to clients
• Write weekly reports and daily notes on global markets.
• Participate in fund conference calls and investment seminars to analyze product recommendations and provide product solutions for the team.
• Collaborate closely with the investment strategist in asset allocation recommendations to provide and recommend investment opportunities on a timely basis.
• Collaborate closely with the investment advisors to assess client’s risk profiles to provide information and supporting documents.
Qualifications
• Bachelor’s Degree in Business, finance, economics, or related field.
• 2 – 4 years of experience.
• Passionate about investment and global markets.
• Outstanding analytical and logical thinking skills with intellectual curiosity and technical analysis skills.
• Experiences in asset allocation or investment-related fields.
• Good command of spoken and written English; excellent command of excel; familiar with Bloomberg.
• A holder of CFA/CFP or currently the candidate would be an advantage.
