Investment Portfolio Strategist
1 week ago
Futu Securities International (Hong Kong) Limited seeks an Investment Strategist to join our team in Hong Kong. The successful candidate will be responsible for conducting in-depth analysis of the U.S. and Hong Kong markets, providing regular investment strategies, and working closely with Macro Expert and Equity Research Analyst to formulate global investment strategies.
Key Responsibilities- Market Analysis: Conduct thorough analysis of the U.S. and Hong Kong markets, identifying macroeconomic trends, industry patterns, market structures, and regulatory environments to inform investment strategies.
- Strategy Development: Collaborate with the Macro Expert and Equity Research Analyst to develop and implement global investment strategies, ensuring alignment with company goals and objectives.
- Client Portfolio Management: Develop and manage high net worth (HNW) client portfolios, crafting strategies to achieve optimal risk-adjusted returns using listed products.
- Research and Reporting: Provide regular market strategy reports and competitor dynamics to explore investment opportunities, highlighting potential risks and rewards.
- Presentation and Communication: Host regular market strategy presentations to internal teams, clients, and at relevant industry events, effectively communicating findings and strategic recommendations.
- Educational Background: Master's degree or higher in finance, economics, or a related field.
- Professional Experience: Minimum of 3 years of experience in investment analysis or strategic planning, focusing on the U.S. and/or Hong Kong markets.
- Licenses and Certifications: Holder of SFC license type 1,4 regulated activity, with highly preferred CFA, FRM, or similar professional certifications.
- Communication and Interpersonal Skills: Strong communication skills, enabling clear conveyance of complex investment concepts to clients at various levels, as well as effective decision-making skills and cross-cultural communication abilities.
- Travel and Work Environment: Willingness to travel and work in Shanghai/Beijing may be required.
Futu Securities International (Hong Kong) Limited is a leading financial services provider in Hong Kong, dedicated to delivering exceptional investment solutions to our clients. We are committed to fostering a collaborative and inclusive work environment, where professionals can grow and thrive.
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