Responsibilities
Conduct research and analysis on potential investment products, including gathering data and financial information to assess their viability and suitability for our clients' needs.
Prepare investment product summaries and presentations to assist the Product Manager in presenting to the Investment Committee.
Review and analyze existing investment products, including their performance and risk profiles, and provide recommendations for changes or improvements.
Conduct market research and stay up-to-date on industry trends and developments to inform investment product strategy.
Assist the Product Manager in coordinating with asset managers and third-party service providers to ensure compliance with investment guidelines and regulations.
Contribute to the development and implementation of investment product marketing initiatives to drive sales and improve product awareness.
Assist the Product Manager in preparing for internal product training seminars by gathering necessary information and data, writing investment product summaries, and coordinating with internal stakeholders.
Qualifications
Bachelor's degree in finance, accounting, economics, or related field.
Minimum of 1 years of experience in equity research, asset management, or related field.
Strong analytical skills and attention to detail.
Excellent communication and interpersonal skills.
Ability to work independently and as part of a team.
Proficiency in Microsoft Office Suite and experience with investment research databases.
Ability to prioritize and manage multiple projects simultaneously.
Candidates bilingual in English and Mandarin will be preferred.
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