Investment Analyst

Inherust Asset Management Ltd has business focusing on External Asset Management (EAM) services for our high-net-worth clients. Being backed up by our law firm in Shanghai which specializes in legal services for family business, estate and tax planning from perspectives of various international regulations and policies such as CRS and FATCA, we hope to provide our clients with integrated solutions to achieve wealth growth and wealth succession. Please visit our website www.inhetrust.com for more information.

Responsibilities:

• Facilitate Company management to formulate strategic and tactical asset allocation
• Provide regular and ad hoc investment commentary on the financial markets as well as special events
• Adhere to relevant compliance guidelines regarding investment/product research, monitoring and communication, etc.
• Assist RM's to increase penetration of Company's investment strategies and ideas
• Provide investment and product training to the front office when required
• Act as a member in the Investment and Product Committee

Skills & Background:

• University degree or higher
• Have passion for financial investments, self-motivated and a team player
• At least 5 years solid experience in investment/product management or research focusing on single or multi asset classes or portfolio management, from wealth management, brokerage, fund management, family offices, independent asset management, or investment banking
• Good written and spoken English and Mandarin are required. Cantonese is a significant plus
• Capable of clear communication and presentation
• Professional designation, e.g. CFA, CAIA, CMT, FRM, etc is preferred
• Possess RO type 1, 4 or 9 are mostly welcome