Investment Specialist, Product Strategist

7 hours ago


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

As an Investment Specialist, you will play a crucial role in enhancing our product distribution business and driving growth in our regular product program.

We are seeking a talented professional to prepare investment reports, conduct thorough market research, and provide well-researched investment recommendations.

  • Develop and deliver high-quality investment reports, write-ups, and presentation materials on stock commentary and trading strategy.
  • Participate in client calls/meetings 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 equities.
Requirements:

To be successful in this role, you should have:

  • A degree or above in Finance, Business Administration, Economics, or related disciplines, with professional qualifications such as CFA, FRM, and/or CPA highly desired.
  • A minimum of 10 years of experience in financial institutions with a strong focus on equity advisory and/or portfolio management.
  • Advanced proficiency in MS Office suite, especially Excel, and knowledge of VBA and other financial modeling tools is advantageous.
  • Strong analytical, problem-solving, communication, and interpersonal skills with a client-focused approach.
  • A strong command of written English and spoken Mandarin, Cantonese, and English.
About the Role:

This is a fantastic opportunity to join CITIC CLSA and contribute to the success of our product distribution efforts.

With a competitive salary ranging from HKD $1,200,000 to HKD $1,800,000 per annum, depending on experience, you will be rewarded for your hard work and dedication.



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