Senior Investment Analyst

2 weeks ago


Hong Kong, Hong Kong SAR China Mercer Full time

The role: Analyst, Investment (Korean Speaking)

As Wealth consultants, we help clients (sponsors of pension funds, endowments, other institutional asset pools and retirement pensions) to achieve their objectives by advising on appropriate strategies and policies. We provide expertise advice on a wide range of investment-related topics such as strategic asset allocation, sustainable investing, asset liability modelling, and risk strategy.

The Korea focused wealth analyst will be based in Hong Kong to support investment business from technical, analytical and operational aspects and provide high quality advisory and client solution services in English and Korean. Wealth analyst is also responsible for supporting consultants in delivery of investment advisory projects, client work and business development support activities.

Wealth Analyst is expected to be self-motivated and tackle problems independently, while also working under the guidance from senior team members.

POSITION SCOPE

  • Support business development initiatives to expand business opportunities and client base.
  • Participate investment advisory projects across all asset classes including private markets together with consulting project team as a senior investment analyst.
  • Join the full cycle client projects through independent research, data analysis applying relevant methodologies, drafting written reports, and attending client meetings.
  • Assist in clientâs portfolio management analysis, including asset allocation, investment manager selection, fund performance, risk and attribution analysis, leveraging Mercerâs proprietary analytics tools, internal databases and third-party resources.
  • Craft compelling and customized materials/responses to address all the necessary requirements from prospective clients and develop teamâs business in a timely manner.
  • Cover client enquiries from investment technical and operational aspects by collaborating with specialists in various regions.
  • Have ownership for the assigned works to deliver well-polished deliverables with minimal changes from peersâ reviews.
  • Communicate requests from clients in a clear and articulate manner and provide suggestions on ways to resolve those requests â which can then be executed by the rest of Mercer team.

What you need to have:

  • Good academic track record and 3 years of proven working experience with consulting, banking, financial services and asset management.
  • Can demonstrate strong communication, analytical and technical skills.Deep understanding of Korean clients and their organizational culture and have good knowledge of how to manage their expectations and their experience with Mercer.
  • Strong analytical and technical skills. Comfortable with conducting complex comparative analysis with large data sets in an efficient manner.
  • Familiar with global firmâs environment by independently and proactively working with high responsibilities and actively participating for teamwork.
  • Strong organizational skills, task prioritization, attention to detail, ability to exercise sound judgment and independent problem-solving skills.
  • Experience of writing or summarizing research reports for market analysis in a professional capacity will support your application.
  • A team-player attitude and ability to develop relationships. Have strong self-initiative and curiosity in financial services, self-motivated to seek out knowledge, test ideas and ways to contribute to the team.
  • Positive attitude and strong personal management in order to plan ahead for foreseeable tasks and understand own capacity for unforeseeable tasks.
  • Demonstrate ability to break down complex problems and offer solutions. Ability to complete work independently in a timely, accurate, and thorough manner.
  • Attention to detail, organized and ability to multi-tasks.
  • Good command on MS Office applications (MS-Excel, MS-Word, Outlook). Strong IT skills and ability to learn new systems quickly.
  • Have completed or are close to completing professional relating to investment/asset management and/or actuarial field.
  • Language requirements: Strong communication skills in Korean and English, both written and verbal.


  • Hong Kong, Central and Western District, Hong Kong SAR China Mercer Full time

    The role: Analyst, Investment (Korean Speaking)As Wealth consultants, we help clients (sponsors of pension funds, endowments, other institutional asset pools and retirement pensions) to achieve their objectives by advising on appropriate strategies and policies. We provide expertise advice on a wide range of investment-related topics such as strategic asset...


  • Hong Kong, Hong Kong SAR China Marsh McLennan Companies Full time

    Description: The role: Analyst, Investment (Korean Speaking) As Wealth consultants, we help clients (sponsors of pension funds, endowments, other institutional asset pools and retirement pensions) to achieve their objectives by advising on appropriate strategies and policies. We provide expertise advice on a wide range of investment-related topics...


  • Hong Kong, Hong Kong SAR China Marsh McLennan Companies Full time

    Description: SUMMARY As investment consultants, we help clients (sponsors of pension funds, endowments and other institutional asset pools) to achieve their investment purposes by advising them on appropriate investment strategies and policies, assisting investment manager selection, and monitoring performances of their investment portfolios. We...

  • Investment Analyst

    3 weeks ago


    Hong Kong, Hong Kong SAR China Aon Full time

    Investment Analyst Founded in 1983, The Townsend Group is a premier provider of global investment management and advisory services focused on real estate and real assets. Committed to excellence in investment management and client service, Townsend serves an institutional client base providing custom investment solutions to help meet the needs and...


  • Hong Kong, Hong Kong SAR China TEKsystems Full time

    Job Summary We are currently working with an international investment bank in Hong Kong. They looking for a Senior Technical Business Analyst to join their team to work on one of their data-centric internal platforms. This will be an end to end project involving stakeholders from different departments. If you are an energetic individual who loves a...

  • Investment Analyst

    4 weeks ago


    Hong Kong, Hong Kong SAR China China Mobile International Limited Full time

    Investment AnalystHeadquartersHKInvestmentInvestment ManagementMiddleApplyResponsibilityPerform quantitative and qualitative analysis for prospective investment opportunities, including conducting market research, performing fundamental analysis and constructing financial modelsProvide end-to-end deal execution, including due diligence, valuation, deal...


  • Hong Kong, Hong Kong SAR China Goldman Sachs Full time

    Global Investment Research, Global Macro, Asia Economics, Analyst, Hong Kong From macroeconomic forecasts to individual stock analysis, our team develops tools and insights to help shape investment strategies for clients and the firm. Our analysts work on client-focused research in the equity, fixed-income, currency, and commodities markets, mining big...


  • Hong Kong, Hong Kong SAR China Citi Full time

    At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help...


  • Hong Kong, Hong Kong SAR China King Deux Search & Consulting Full time

    King Deux Search & Consulting is a specialized executive search firm which offers bespoke talent solutions across financial services and commerce. We are committed to not only finding the right opportunity for our candidates but also leaving a legacy that lives on beyond the hiring process.Follow us for updates on the exceptional clients we represent. Stay...

  • IT Risk Analyst

    2 days ago


    Hong Kong, Hong Kong SAR China IO TECH SOLUTIONS LIMITED Full time

    The candidate is responsible for assisting in identifying, assessing, and managing potential risks related to information technology for a top tier Investment Bank. The candidate will work closely with senior analysts and managers to develop and implement risk management strategies, policies, and procedures. Job Description:1. Risk Assessment: Assist in...


  • Hong Kong, Hong Kong SAR China Crypto.com Full time

    Responsibilities Originate and lead investments in cooperation with capital team as well as collaboration senior management. Be responsible for the qualitative and quantitative analysis of various investment opportunities Support senior investment professionals in due diligence procedures, research and financial modelling Prepare materials for...


  • Hong Kong, Hong Kong SAR China FWD Life Insurance Corporation Full time

    About FWD Group FWD Group is a pan-Asian life insurance business with more than 13 million customers across 10 markets, including some of the fastest-growing insurance markets in the world. The company was established in 2013 and is focused on changing the way people feel about insurance. FWD’s customer-led and digitally enabled approach aims to...


  • Hong Kong, Hong Kong SAR China Infini Capital Management Limited Full time

    Build and maintain detailed company models as directed by the Portfolio Managers Conduct fundamental research into companies, industries, and sectors Attend conferences and industry events Initiate and develop primary industry contacts, and build relationships with the relevant Sell-Side Analyst and Research Associates Ensure the accuracy and quality of all...


  • Hong Kong, Central and Western District, Hong Kong SAR China APAC Michael Page Full time

    Excellent opportunity for candidates who looking for a career development in a stable commercial company. Our client offers attractive salary package and great career prospect for potential candidate to success in the commercial accounting field.Client DetailsOur client is a Hong Kong Commercial Distributor who specialise in automotive market. Currently they...

  • Senior Data Analyst

    4 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China Randstad Hong Kong Full time

    about the company.Our Client is a premium sportswear brand, currently looking for a Senior Data Analyst to join their team for analyze the customers' purchasing behavior and prepare the forecast reports for making company's business decision about the job.Collaborate in the development and maintenance of dashboards tracking guest lifecycle performanceSupport...


  • Hong Kong, Hong Kong SAR China Bolttech Full time

    Job Description In this position you will.... have the opportunity to gain on-the-job experience and training, exposure to exciting opportunities including managing your own project. You will be embedded in a team working along side some of our best SMEs. You will also be supported by our intern program which offers a structured learning experience....


  • Hong Kong, Hong Kong SAR China Nityo Infotech Full time

    Senior technical Analyst Experience Required 5 - 6 Years Industry Type IT Employment Type Permanent Location Hong Kong


  • Hong Kong, Hong Kong SAR China Randstad Hong Kong Full time

    Overseas Real Estate Investment - Senior ManagerInternational ExposureCommercial + IndustrialBased in Hong KongAbout the CompanyOur Client is a diversified business conglomerate based in Hong Kong. The company has grown into a prominent organization with a wide range of operations spanning real estate development, investment and management, hospitality, and...


  • Hong Kong, Hong Kong SAR China Marsh McLennan Companies Full time

    Description: We will rely on you to: As Senior Consulting Analyst, you will write and structure client presentations/reports which typically require a high level of customization. Perform data analysis using advanced dynamic Excel modelling. Draws conclusions from the data for project managers’ and senior consultants’ review. Review and/or...


  • Hong Kong, Central and Western District, Hong Kong SAR China Mercer Full time

    We will rely on you to:As Senior Consulting Analyst, you will write and structure client presentations/reports which typically require a high level of customization. Perform data analysis using advanced dynamic Excel modelling. Draws conclusions from the data for project managers' and senior consultants' review. Review and/or develop exhibits based on...