Portfolio Specialist, Asia Equities Investment Analysis
2 weeks ago
About the Role
We are seeking a highly motivated and skilled Portfolio Specialist to support our investment team in Shanghai or Hong Kong. The successful candidate will be responsible for developing internal review structures, processes, templates, and tools for investment company reviews and industry screening processes.
- Support the development of internal review structures, processes, templates, and tools for its investment company reviews / industry screening processes, databases, template, portfolio company, and portfolio performance measurements.
- Maintain and update Investment team macro, industry, and company specific key databases and leading indicators. Participate in key external industry expert seminars from sell side brokerage firms.
- Leverage investment team research and coverage in Shanghai to support management team to prepare investor meetings, roadshow, homepage, annual reports, newsletter, and related insight articles.
- Conduct on-demand specific research of leading market/industry indicators or related operational items.
- Support key other ad-hoc operational functions related to the daily operations and administration of Shanghai office.
About Your Background
The ideal candidate will have 2-3+ years relevant working experiences either from equity research (buy-side or sell-side) or from related portfolio/asset management industry sector. A Master's degree or above from a well-recognized university in the field of accounting, finance, and investments is required.
Requirements
- Highly passionate about investment management, equity research, and asset management industry in China.
- Fluent in Chinese (Mandarin) and English both oral and written; Fluent in Swedish is a plus.
- Exceptional written communication and basic programming skills preferred.
- High-quality standards for content accuracy and attention to details.
- Hands-on and self-motivated with an ability to independently structure, prioritize own work schedule.
- High integrity, strong-minded, pressure resistance, independent thinking, international mindset.
- Humble, eager to learn with an entrepreneurial mindset to join a highly passionate and ambitious team to develop a unique team and culture to provide high-quality service to our internal & external stakeholders.
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