Investment Strategist, Multi Asset

Responsibilities:

1. Develop and execute discretionary multi-asset strategies for institutional and HNW clients across equities, fixed income and collective investment schemes;
2. Monitor portfolio performance, conduct attribution analysis and rebalance positions within risk limits;
3. Prepare regular performance reviews, market outlooks and investment presentations for clients; proactively manage client expectations and nurture existing mandates;
4. Conduct macro, sector and fundamental research; utilise tools including Bloomberg, Wind to support investment decisions and risk monitoring;
5. Ensure full compliance with SFC regulations, investment guidelines and internal risk controls.

Requirements:

1. Master's degree in finance and business-related disciplines;
2. 3–5 years hands-on portfolio management experience in asset management, with good knowledge of the Greater China market;
3. Hold valid SFC Type 9 licence and other relevant qualifications;
4. Good language skills, including spoken Mandarin and written Chinese.