Investment Performance Analyst
21 hours ago
Key Responsibilities
This role requires a skilled professional to:
- Analyze and interpret portfolio data, including qualitative and quantitative performance attribution.
- Prepare accurate and efficient client reports on performance, trading activity, portfolio valuation, and risk metrics.
- Develop a strong understanding of macroeconomics and market factors to complete complex investment analysis.
- Support the Account Management team by providing market and portfolio data and working with internal teams.
- Identify new business development opportunities and drive marketing/sales campaigns.
Qualifications:
- Outstanding English communication skills – both written and verbal. Cantonese is a plus.
- Commitment to quality and attention to detail.
- Self-confident, robust, decisive, trustworthy, and with excellent judgement on client matters.
- Effective communication skills are essential given the frequent level of client interaction.
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