Responsibilities
- Provide investment information
- Monitor investment performance and provide regular updates to clients
- Write weekly reports and daily notes on global markets.
- Participate in fund conference calls and investment seminars to analyze product recommendations and provide product solutions for the team.
- Collaborate closely with the investment strategist in asset allocation recommendations to provide and recommend investment opportunities on a timely basis.
- Collaborate closely with the investment advisors to assess client’s risk profiles to provide information and supporting documents.
Qualifications
- Bachelor’s Degree in Business, finance, economics, or related field.
- 2 – 4 years of experience.
- Passionate about investment and global markets.
- Outstanding analytical and logical thinking skills with intellectual curiosity and technical analysis skills.
- Experiences in asset allocation or investment-related fields.
- Good command of spoken and written English; excellent command of excel; familiar with Bloomberg.
- A holder of CFA/CFP or currently the candidate would be an advantage.