Portfolio Strategist and Investment Analyst
2 days ago
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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