Investment Specialist
2 days ago
Direct message the job poster from aimHigher Consultancy Limited
We are seeking a highly skilled Investment Specialist to join our client's team, a well-established international asset manager. The successful candidate will act as a subject matter expert on Asia and Greater China equities strategies and be the contact point for all commercial activities, ensuring seamless communication and collaboration.
Responsibilities
- Work closely with portfolio managers by actively participating in investment process discussions with the objective of enhancing product communication materials, including institutional presentation materials and investment strategy content.
- Support business development and client servicing by preparing training and product-related presentation materials.
- Participate in sales and client retention initiatives, such as client review meetings, conference calls, and media interviews/seminars.
- Collaborate with the legal and compliance team to review and obtain approvals on required investment and marketing materials.
- Assist investment teams in RFP responses.
- Conduct research and market analysis, track and analyze flows to enhance the team's commercial awareness.
Requirements
- University graduate with a degree in Economics, Finance, or a related field. CFA or further relevant qualifications are highly preferred.
- At least 10 years of asset management experience, ideally within a product manager/specialist role and with client-facing experience.
- Demonstrable knowledge and prior experience covering equities strategies with a solid understanding and awareness of financial markets and major developments.
- Fluency in English and Chinese with the ability to produce high-quality written content and explain complex concepts in understandable terms.
- Strong interpersonal skills with the ability to build and maintain strong rapport with internal stakeholders and external clients.
- Good knowledge of industry-related software (such as Salesforce, Aladdin, Tableau)
Mid-Senior level
Employment typeFull-time
Job functionResearch and Finance
IndustriesInvestment Management, Financial Services, and Banking
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