Portfolio Assistant

You are as unique as your background, experience, and point of view. Here, you’ll be encouraged, empowered, and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families, and communities around the world.

Job Description:

• Assist to conduct Type 4 & 9 regulated activities of the company, including MPF scheme’s dealing activities
• Conduct investment research for Investment Team
• Support to regularly review and enhance investment processes to make sure our flow/procedure is both effective and efficient
• Assist to provide regular performance analysis, report, review, and commentary for internal use, and for the publication of fund factsheets, brochures, and other marketing materials for existing clients or prospects
• Work alongside internal middle and back office and external parties, to provide administrative support to Investment Team
• Support ad-hoc projects and new initiatives

Job Requirements

• University degree in Business, Economics, Finance, or other related disciplines
• 2 - 4 years’ work experience in investment advisory, investment research, fund administration, or related fields
• Good knowledge of the global financial market and multi-asset classes (primarily in equity, fixed income, and money market instruments)
• Basic knowledge of MPF market, providers/competitions, products, and the relevant regulatory framework
• Strong analytical capability and critical thinking skill
• Excellent interpersonal, communication, and presentation skills
• Diligent, detail-oriented, able to work independently and under pressure
• Good command of both English and Mandarin
• CFA holder is preferred

We offer 5-day work, attractive salary, MPF, group life and group medical insurance, and excellent career development opportunities to the right candidate.

We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resumes will be kept for a period of 24 months after completion of the recruitment process. (All information will be held in strict confidence and only used for recruitment purposes.)