Head of Investment Research, Family Office

HR Plus is an award-winning Employer Engagement firm based in Hong Kong. We specialize in providing Employee Benefit Programmers to leading businesses worldwide, with a focus on promoting employee wellness and reducing costs associated with absenteeism and staff turnover. Our vision is to build a better workplace for the future of work, and our purpose is to make a positive difference in the lives of employees. At HR Plus, we continuously enhance our services and strive to make our products accessible and affordable to individuals. Join us and be a part of our mission to put a smile on people's faces.

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We are currently seeking a passionate and driven individual to join our team as an HR and Immigration Consultant.

Company Overview:

Our client is a prestigious family office with a long-standing history of successful investments and a global portfolio.They are known for the expertise in navigating the complexities of this dynamic economy. As they continue to expand the investment activities, they are seeking an experienced and talented Senior Investment Manager to join their team.

The Investment Director will be responsible for:

1. Develop and execute a comprehensive research strategy to identify attractive global investment opportunities across public and private markets
2. Conduct detailed fundamental and technical analysis on potential investments, covering factors such as business models, competitive positioning, financial performance, valuation, and macroeconomic/industry trends
3. Prepare well-researched investment theses, recommendations, and ongoing monitoring reports for the family's investment committee
4. Stay up-to-date on global economic, political, and market developments and assess their potential impact on the family's portfolio
5. Collaborate with the investment team to refine the family's asset allocation, portfolio construction, and risk management framework
6. Assist in the due diligence process for new investments, including liaising with external advisors and fund managers
7. Continuously enhance the research capabilities and tools within the family office to improve investment decision-making

Qualifications:

• Bachelor's degree in Finance, Economics, or a related field; advanced degree (e.g., MBA, CFA) preferred
• Minimum 10 years of experience in investment research, portfolio management, or a similar role within a family office, investment firm, or bank
• Demonstrated track record of identifying and evaluating diverse investment opportunities globally
• Excellent analytical, financial modeling, and problem-solving skills
• Strong written and verbal communication skills to effectively present research findings and recommendations
• Ability to work independently and collaboratively within a small, dynamic team
• Passion for staying informed on global economic, market, and industry trends