Financial Portfolio Strategist
5 days ago
We are seeking an experienced Financial Portfolio Strategist to join our team at Kingfisher Executive Search (HK) Limited. This role is ideal for a highly motivated and skilled individual with a strong background in investment analysis and portfolio management.
About UsKingfisher Executive Search (HK) Limited is a leading executive search firm dedicated to providing top-tier talent to the financial services industry. Our team of experts has extensive knowledge and experience in identifying and placing exceptional candidates in key positions.
Key Responsibilities- Investment Research and Analysis: Conduct thorough research on investment products, including mutual funds and hedge funds, to evaluate performance, risks, and opportunities.
- Manager Selection: Identify and assess external portfolio managers, conducting in-depth due diligence to ensure alignment with our investment philosophy.
- Product Structuring: Collaborate on the structuring of private wealth management products tailored to meet the needs of our clients.
- Trade Execution: Execute trades efficiently and accurately, ensuring adherence to investment strategies.
- Asset Allocation: Assist in developing and optimizing asset allocation strategies across multi-asset classes.
- Client Coverage: Engage with clients to understand their investment needs and communicate investment ideas effectively.
- Pitching Investment Ideas: Develop and present innovative investment ideas that align with the family office's goals.
- Research and Analysis: Stay updated on market trends and economic indicators to inform investment decisions and strategies.
- Education: Bachelor's degree in Finance, Economics, or a related field; CFA designation is preferred.
- Experience: 3 years of experience in investment analysis, portfolio management, or a related field, preferably within a family office or asset management firm.
- Skills: Strong analytical and quantitative skills, exceptional research abilities, and attention to detail.
- Track Record: Proven track record in manager selection and due diligence processes.
- Communication: Excellent communication and presentation skills.
- Creativity: Ability to think creatively and propose innovative solutions.
- Entrepreneurial Spirit: Entrepreneurial spirit with a passion for investment and a proactive approach to problem-solving.
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