Key Responsibilities:
- Routinely monitor and update economic environment as well as data release, together with implication of data release or change of economic situation.
- Monitor and update landscape of fund flow in various asset classes both onshore and offshore
- Conduct seminars related to market updates, and financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages.
- Able to initiate investment idea or discuss on investment idea.
- Occasionally visit clients and give client recommendation.
- Investment Research team data support and ad-hoc
Qualifications :
- Bachelor 's Degree in the relevant discipline (Accounting/Finance/Business/Economics/Financial Engineering)
- Financial Professional license or related qualification is a plus i.e. CFA level II candidate, Investment Consultant License, Investment Planner License
- 3 years of experience of Investment or Investment analysis background (Buy-side experience is highly preferred i.e. Fund Manager, Asst. Fund Manager, Buy-side Investment Analyst, Asst. Investment Analyst)
- Knowledge and analytical skill in Investment areas (Economics, Financial Instruments, etc.)
- Proficient skill in Microsoft Offices Tools, Financial related program i.e. Bloomberg, Morningstar is a plus
- Keen and eager to learn and consistently to improve learning curve
- Presentation and communication skills