Senior Investment Analyst

• Oversee investment strategy/policy and assist in stock/product selection and manager selection
• Regularly discuss investment ideas within the investment team and conduct in-depth research on economies, sectors, industries, stocks, and/or products
• Provide comprehensive portfolio analysis of each asset class, performance attribution/contribution, cash flow analysis, and recommend rebalancing ideas
• Source, diligence, structure, and execute private fund investment opportunities
• Actively engage with CIO and IC to discuss overall investment performance/review, outlook, strategy, and specific deals on pipeline
• Maintain all the financial information of a portfolio and its holdings up-to-date by aligning with the finance team
• Networking and liaising with relevant parties including investment banks, fund managers, service providers, and other family offices/buy-side investors
• Prepare board and shareholder-related materials with regards to the company’s investment division every quarter.
  

Requirements

In order to be considered, you must meet the following criteria:

• Bachelors degree in Finance, Economics, or any related field. Preferred to have Masterss degree and/or professional qualifications – CFA / CAIA / FRM / MBA (Finance)
• At least 6-10 years in global markets research, investment analysis, and portfolio management with a desirable background from a buy-side institutions
• At least 5 years of experience in Family Offices or Holding Groups
• Proven knowledge of Bloomberg and related financial tools, Excellent communication, presentation & report writing skills in PPT, Excel, Word, etc.