Deeply understand active equity investment strategies and styles, and conduct regular portfolio review including performance and risk analysis, sector and stock attribution analysis, style changes, and holdings rationale
Provide professional investment and research insights for international clients, working together with global investors service team.
Regularly conduct global client marketing on behalf of active equity investment, with content including active equity investment capabilities, investment strategy overview, macro and equity market outlook
Create and update high-quality investment-related marketing deck on investment strategy, market commentaries, investment opportunities etc.
Deliver timely reporting materials for the existing mandates, and documentations including Request for Proposals (RFPs), Due Diligence Questionnaires (DDQs) and ad-hoc requests from global clients.
Collaborate with other colleagues within the company on projects , new product launch etc.
Master's degree or above from global top academic institutions, professional financial qualification or equivalent knowledge is a plus
Strong verbal and written communication skills in English and Chinese
2 years and above experiences in product specialist, investment and research, fund research, or general asset management industry