Specialist, Investment Strategy, Assoc.~Senior Assoc., CBG

Principal Responsibilities

- Prioritize China business development and actively fulfill all tasks and core responsibilities associated with the investment strategist role within the China CIIP

- Proactively contribute to investment strategy discussions within the China product managers, ensuring comprehensive research preparation and data compilation are conducted in advance

- Conduct retail consumer research to provide commentaries and support the development of new products and services to meet customers’ and frontlines’ needs.

- Assist in preparing materials of investment environment or products through customer seminars and prepare the presentation materials to customers and the general public.

- Assist in developing teaching aids on portfolio analysis and marketing materials of investment and/or insurance products to assist the frontline sales people

- Compliance of own self with physical and information security standards.

- Provide analytical support for investment strategy formulation and strategy construction

- Conduct in-depth research on emerging industries, secular trends and structural themes that are reshaping the investment landscape

- Author or co-author thematic and investment research reports, translating insights into actionable investment ideas

- Support client-facing and business development initiatives, including presentations, investment discussions and market outreach activities, particularly across the Greater China region
Education and Relevant Experience

- Bachelor’s or Master’s degree in Business, Economics, Finance, Science, or related discipline

- 3-5 years or more of experience in monitoring investment trends, market risk concerns with sound financial/portfolio planning knowledge.

- Experience in seminar presentation and internal training is preferred

- With experience in different financial products, e.g. Insurance, Mutual Fund, FX and Equity

- CFA charterholder or CFA candidate preferred

- Familiarity with Bloomberg, Wind, PitchBook, Preqin and other investment research platforms is advantageous

- Strong analytical and quantitative skills, with a good understanding of investment concepts, capital markets and macroeconomic trends

- Demonstrated ability to independently initiate, conduct and write high-quality investment research reports

- Excellent verbal and written communication skills, with the ability to present complex ideas clearly and concisely to both internal and external stakeholders

- Proficiency in both English and Mandarin (spoken and written), with the ability to conduct business discussions, prepare investment materials and effectively engage stakeholders and clients across the Greater China market

- Strong interpersonal skills and a collaborative mindset, with the ability to work effectively across teams in a fast-paced environment

Location:
PRC - Shanghai
Job:
Research
Schedule:
Regular
Employee Status:
Full time