Strategic Equity Product Specialist

1 day ago


Hong Kong, Central and Western District, Hong Kong SAR China CITIC CLSA Full time

Position Overview

CITIC CLSA is seeking an experienced investment product specialist to enhance our product distribution business and drive growth in our regular product program.

About the Role

The investment specialist will be responsible for preparing high-quality investment reports, conducting thorough market research, and providing well-researched investment recommendations. This role requires a client-focused approach, with a strong understanding of global equity markets and individual stocks.

Key Responsibilities

We are looking for someone who can:

  • Provide timely and relevant investment ideas with a focus on global equity markets and individual stocks to product specialists, investment counselors, and sales teams.
  • Deliver high-quality investment reports, write-ups, presentation materials, and speech mainly on stock commentary and trading strategy, both regularly and upon request.
  • Participate actively in client calls/meetings along with sales teams to present our house view, trading strategy, and investment findings.
  • Maintain a cutting-edge understanding of investment market trends across asset classes, particularly in equites, ensuring the ability to provide timely and relevant insights.
  • Work collaboratively with cross-functional teams, especially research teams, to promote the Group's research & corporate access services targeting institutional clients, corporate clients, and UHNWI clients.

Requirements

To succeed in this role, you will need:

  • A degree or above in Finance, Business Administration, Economics, or related disciplines, with professional qualifications such as CFA, FRM, and/or CPA highly desired.
  • At least 10 years of experience in financial institutions, with a strong focus on equity advisory and/or portfolio management, including experience in private banking/private wealth management.
  • Advanced proficiency in MS Office suite, especially Excel, with knowledge of VBA and other financial modeling tools advantageous.
  • Able to work collaboratively in a team environment with a proactive attitude and manage multiple tasks simultaneously, with strong attention to detail and the ability to work under tight deadlines.
  • A team player with strong presentation, analytical, problem-solving, communication, and interpersonal skills, with a client-focused approach.
  • A strong command of written English / Chinese and spoken Mandarin, Cantonese, and English.

Bonus Points

Candidates with less experience may also be considered for this role, making it an excellent opportunity for those looking to develop their skills and expertise in investment product specialization.



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