Strategic Investment Expert
3 days ago
We are seeking a highly skilled and experienced Strategic Investment Expert to join our team at Kingfisher Executive Search (HK) Limited.
Job DescriptionThe successful candidate will be responsible for conducting thorough research on investment products, including mutual funds and hedge funds, to evaluate performance, risks, and opportunities. This includes identifying and assessing external portfolio managers, conducting in-depth due diligence to ensure alignment with our investment philosophy, and collaborating on the structuring of private wealth management products tailored to meet the needs of our clients.
Additionally, the Strategic Investment Expert will execute trades efficiently and accurately, ensuring adherence to investment strategies, and assist in developing and optimizing asset allocation strategies across multi-asset classes. The role also involves engaging with clients to understand their investment needs and communicating investment ideas effectively.
Key responsibilities include:
- Investment Research & Due Diligence: Conducting thorough research on investment products to evaluate performance, risks, and opportunities.
- Manager Selection: Identifying and assessing external portfolio managers, conducting in-depth due diligence to ensure alignment with our investment philosophy.
- Product Structuring: Collaborating on the structuring of private wealth management products tailored to meet the needs of our clients.
- Trade Execution: Executing trades efficiently and accurately, ensuring adherence to investment strategies.
- Asset Allocation: Assisting in developing and optimizing asset allocation strategies across multi-asset classes.
To be considered for this exciting opportunity, applicants should possess:
- A Bachelor's degree in Finance, Economics, or a related field; CFA designation is preferred.
- At least 3 years of experience in investment analysis, portfolio management, or a related field, preferably within a family office or asset management firm.
- Strong analytical and quantitative skills.
- Exceptional research abilities and attention to detail.
- Proven track record in manager selection and due diligence processes.
- Excellent communication and presentation skills.
As a Strategic Investment Expert at Kingfisher Executive Search (HK) Limited, you will have the opportunity to work with a dynamic team and contribute to the success of our organization. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.
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