Investment Research Analyst, ETF

A leading global asset management firm with a strong presence across Asia is looking to hire an ETF Investment Analyst to join its investment research team in Hong Kong. The firm manages a broad range of ETF and public fund products and is well known for its expertise in passive and index-based investment strategies.

This is ahands-on macro research and client-facing role . You will conduct in-depth investment research, develop ETF allocation recommendations across different market environments, and present your views directly to clients through roadshows and presentations.

Key Responsibilities

1. Conduct fundamental and/or quantitative research and analysis to support ETF investment decisions
2. Provide ETF allocation recommendations based on prevailing market conditions, drawing on knowledge of ETFs, public mutual fund products, and broader asset allocation principles
3. Present investment viewpoints and recommendations to clients through roadshows, seminars, and regular client engagements
4. Communicate research findings clearly to both internal stakeholders and external clients
5. Record video content providing updates on market trends, industry developments, and regulatory changes relevant to ETF performance
6. Build client-friendly presentation materials grounded in thorough research and analysis
7. Utilize financial data sources and analytical tools to develop compelling investment cases for various ETFs

1. 3 to 5 years of relevant experience in investment research, asset allocation, or investment advisory
2. Solid understanding of ETFs and public mutual fund products
3. Experience in investment advisory, investment consultation, portfolio construction, or asset allocation is highly valued
4. Candidates with backgrounds in investment consulting or economics are also encouraged to apply
5. Strong analytical skills with the ability to interpret complex financial data and translate it into actionable recommendations
6. Confident presenter with strong client-facing skills; comfortable delivering investment views to large audiences
7. Proficiency with financial research tools such as Bloomberg, FactSet, Morningstar, and Microsoft Office
8. Excellent written and verbal communication skills in English and Cantonese or Mandarin
9. CFA charterholder or similar professional designation preferred
10. Self-motivated with a genuine interest in emerging investment trends and themes