Investment Portfolio Strategist
2 days ago
Company Overview:
We are a well-established Asset Management House with excellent exposure. Our company is known for its strong portfolio, investment process, and market knowledge.
Key Responsibilities:
- Represent the investment team to work closely with sales, product development, and marketing teams to develop business.
- Engage with the Investment Management Team to ensure alignment of content to the house view, corporate standards, and industry regulations.
- Demonstrate strong portfolio, investment process, and market knowledge, present and meet with investors in various sales channels.
- Provide in-depth updates for internal stakeholders on portfolio strategies, sector insight, and market outlook.
- Prepare routine portfolio analysis, commentaries, marketing contents, client/product presentation/reports, and respond to client requests and enquiries.
- Maintain and articulate the investment process and portfolio strategies.
Requirements:
- A Degree holder with a minimum of 8 years of relevant experience in promoting strategies.
- Strong investment and market knowledge, skilled at synthesizing information from multiple sources and developing compelling investment stories.
- Strong presentation, writing, and interpersonal skills with the ability to communicate portfolio and investment contents effectively.
- Exceptional written skills and strong communication in both English and Mandarin.
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