Financial Research and Portfolio Strategist

2 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China ConnectedGroup Limited Full time

At ConnectedGroup Limited, we are seeking a highly skilled Financial Research and Portfolio Strategist to join our team.

About the Role

This is an exciting opportunity for a motivated individual with a passion for investment research and portfolio management to work closely with our Chief Investment Officer (CIO) and other key stakeholders.

Key Responsibilities:
  • Conduct in-depth fundamental and industry analysis on stocks, utilizing advanced modeling techniques and financial statement analysis to inform investment decisions;
  • Develop well-researched investment thesis and create comprehensive investment memos to present findings to senior management;
  • Maintain and update detailed investment databases and reports to ensure data accuracy and consistency;
  • Collaborate closely with external fund managers to monitor investments and stay up-to-date on market trends;
Requirements and Qualifications:
  • A minimum of 2 years of experience in an analytical role within the finance industry, preferably in hedge funds, mutual funds, or private equity;
  • Proven expertise in advanced Excel modeling, including VBA and stochastic modeling; knowledge of SQL language is a plus;
  • Familiarity with global healthcare and semi-conductor industries is advantageous;
  • Proficiency in Bloomberg terminal and ability to effectively utilize it for research and analysis;
  • Awareness of macroeconomic events and their impact on markets;
  • Strong PowerPoint skills, with the ability to create engaging presentations;
  • Understanding of relationship database architecture and knowledge of SQL programming;

We offer a dynamic work environment that fosters growth, collaboration, and innovation. If you are a results-driven professional with a passion for financial research and portfolio management, please submit your application.



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