Director, Investment & Research

Job Title: Director, Investment & Research

Location: Hong Kong

Key Responsibilities:

1. Under the firm’s overall investment research framework, lead the enhancement and execution of the investment research system, covering macroeconomics, sectors, and multi-asset classes.
2. Drive and optimize the integrated research-to-investment process (Research → Strategy → Portfolio), improving the efficiency of converting research into investment actions.
3. Coordinate and collaborate with research analysts and portfolio managers, providing guidance and support on key projects and strategic directions to enhance overall research and investment output quality.
4. Deeply participate in core investment decision-making processes (including discretionary accounts, portfolio strategies, and secondary market investments), offering research support and strategic recommendations.
5. Optimize research methodologies and investment decision-making systems (including data-driven and quantitative approaches), improving systematic and consistent investment decisions.
6. Promote the practical application of AI in research analysis, strategy development, and investment processes (e.g., data analysis, strategy support, report generation).
7. Work with product, distribution, and client teams to support strategy formulation, roadshows, and client communication.
8. Assist in enhancing investment research risk control mechanisms, ensuring investment decisions are made within compliance and risk frameworks.

Requirements:

1. 10+ years of investment or research experience (asset management, hedge fund, brokerage research, buy-side institutions, etc.)
2. Comprehensive capabilities in macro research, sector research, and asset allocation
3. Experience in team management or project coordination, with ability to drive efficient collaboration between research analysts and portfolio managers
4. Clear methodology to enable the translation from "research → strategy → portfolio"
5. Strong data analysis skills, with understanding or hands-on experience in quantitative methods
6. Familiarity with global markets (US equities, Hong Kong equities, macro assets, etc.), with a cross-asset perspective
7. Excellent logical thinking and communication skills (internal coordination and external presentation)
8. Familiarity with Hong Kong regulatory requirements (e.g., Securities and Futures Commission rules)
9. Understanding or practical experience in AI applications in investment research is a plus
10. Experience in investment research system optimization or 0-to-1 project setup is a plus

职位名称： 投资研究总监

工作地点： 香港

岗位职责：

1. 在公司整体投资研究框架下，负责投资研究体系的完善与落地，覆盖宏观、行业及多资产方向。
2. 推动投研一体化运作（研究 → 策略 → 组合）的执行与优化，提升研究向投资的转化效率。
3. 统筹并协同研究员及PM团队，在重点项目及策略方向上提供指导与支持，提升整体投研输出质量。
4. 深度参与核心投资决策过程（包括全委账户、组合策略及二级市场投资等），提供研究支持及策略建议。
5. 优化研究方法论及投资决策体系（包括数据化及量化手段），提升投资决策的系统性与一致性。
6. 推动AI在研究分析、策略构建及投资流程中的实际应用（数据分析、策略辅助、报告生成等）。
7. 与产品、渠道及客户团队协同，支持策略输出、路演及客户沟通等业务需求。
8. 协助完善投研风险控制机制，支持投资决策在合规及风险框架下执行。

任职要求：

1. 10年以上投资或研究经验（资管/对冲基金/券商研究/买方机构等）。
2. 具备宏观研究、行业研究及资产配置的综合能力。
3. 具备团队管理或项目统筹经验，能够推动研究员及PM形成高效协同。
4. 具备清晰的方法论，能够实现“研究→策略→组合”的转化。
5. 具备较强的数据分析能力，对量化方法有理解或实践经验。
6. 熟悉全球市场（美股/港股/宏观资产等），具备跨资产视角。
7. 优秀的逻辑能力及沟通能力（对内协同+对外表达）。
8. 熟悉香港监管要求（如证券及期货事务监察委员会相关规范）。
9. 对AI在投研领域的应用有理解或实践经验优先。
10. 有投研体系优化或0-1项目经验优先。