Investment Analyst

Job level Middle
Work exp 1 Year To 3 Years
Education Bachelor Degree
Language English
Location N/A
Employment type Full Time
Industry Others
Job function Banking / Finance > Investment & Securities
Banking / Finance > Research / Analysis
Accounting > Financial Analyst
Published On 28/11/2016
ref. 036189

• Bachelor's or Master's degree holder in finance, economics, accounting, marketing, or related disciplines; • CFA candidate/charter holder preferred
• 1 – 3 years of relevant experience in buy-side research, sell-side research, or private equity; or related experience
• Working knowledge of accounting, finance, macro/micro economics, and valuation
• Excellent speaking and general/report writing skills in both English and Mandarin Chinese
• Advanced level of MS PowerPoint, Word, and Excel skills
• Must be detail-oriented, organized, able to meet deadlines and manage competing projects and priorities
• Well-developed commercial attitude and client marketing/relationship management skills
• Excellent financial modeling skills are required as well as a solid grounding in accounting/financial fundamentals (preferred)
• Proficiency in Bloomberg (preferred)

• Support the research team with the production of research/seminar material/monthly report
• Responsible for proof-reading, editing and correcting errors of grammar and wordings in all e-communications with investors in both English and Chinese
• Conduct industry, macro, sector, ad hoc topic/event, and company specific research as well as seminar/investor education materials preparation
• Contribute to investor interaction and communication via phone/email, and preparation of investor presentations, report, and newsletters
• Liaise with investors and RMs; handle event/report/newsletter enquires and questions
• Assist with monitoring and tracking funds and structured products performance

Jo Cheung - 2627 5211