Fund Specialist, Family Office

Responsibilities:

Conduct ongoing research to track market trends and come up with new investment ideas according to the House's View.
Build trustful relationships with the partners/bankers and act as a Fund specialist to give the best advisory
Work closely with external Fund Managers on fund selection and due-diligence works
Always engage with FO/HNW and promote the best investment solutions
Responsible for time-to-time investment analysis and performance report to FO/HNW
Conduct business presentations in Chinese

Qualifications/Requirements:

At least 5 years of funds management experience preferably in a discretionary portfolio/ fund management context
Great exposure and analysis on Funds - Hedge Fund, PE Fund, Mutual Fund mainly
Experience in dealing with Family Office and professional investors (HNWIs)
Outstanding commercial acumen, presentation, verbal and strong written skills in English and Chinese as you will be required to liaise with Chinese-speaking clients most of the time.
Outstanding influencing and interpersonal skills can communicate effectively with multi-functional/ cross-regional teams and with senior management
Ability to exercise independent judgement and discretion.
Degree holder, CFA, FRM and/or CAIA designations are highly desirable
Result-oriented, dedicated, hardworking and can work on own initiative whilst also working collaboratively and delivering on time with a high level of integrity, sense of urgency, attention to detail and quality standards

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