Portfolio Strategist and Investment Analyst

2 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full time

About Us

Futu Securities International (Hong Kong) Limited is a leading financial institution with a strong presence in the Hong Kong market.

Job Description

  • Conduct thorough analysis of the U.S. and Hong Kong markets to provide regular investment strategies, including macroeconomic trends, industry patterns, market structures, and regulatory environments.
  • Collaborate closely with Macro Expert and Equity Research Analyst to share insights and contribute to the development of global investment strategies.
  • Manage high-net-worth clients' portfolios, focusing on optimal risk-adjusted returns through listed products.
  • Prepare regular market strategy reports and competitor analyses to identify investment opportunities.
  • Deliver regular market strategy presentations to internal teams, clients, and industry events to communicate findings and strategic recommendations.
  • Maintain adherence to best practices and compliance requirements, ensuring investment activities align with regulations and company policies.

Required Skills and Qualifications

  • Bachelor's degree or higher in finance, economics, or a related field.
  • A minimum of 3 years of experience in investment analysis or strategic planning, with a focus on the U.S. and/or Hong Kong markets.
  • SFC license type 1,4 regulated activity, with highly preferred CFA, FRM, or similar professional certifications.
  • Strong communication skills to convey complex investment concepts clearly to clients at various levels.
  • Effective decision-making skills to make accurate judgments in a fast-paced environment.
  • Basic knowledge of PWM products, such as hedge funds, structured notes, and cash bonds.
  • Excellent teamwork spirit and cross-cultural communication abilities.
  • Willingsness to travel for business purposes and work in Shanghai/Beijing.


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