Conduct multi-asset investment research across equities, fixed income, FX, commodities, funds and ETFs, supported by a strong understanding of macroeconomic and market developments.
Monitor economic cycles, central bank policies, geopolitical developments and other macro factors relevant to investment decisions.
Develop cross-asset investment views and generate actionable portfolio recommendations.
Conduct research on asset classes, countries, sectors, funds and ETFs, and assess their risk/return characteristics and investment opportunities.
Support asset allocation and portfolio construction, including tactical positioning, portfolio rebalancing and risk analysis.
Evaluate funds, ETFs and external investment strategies, including external managers and strategic investment partners.
Prepare investment research, investment memos, market commentaries and presentation materials.
Monitor portfolio and market developments and assess their implications for investment positioning, risk and portfolio performance.
Requirements
3+ years of relevant experience in multi-asset investment, asset allocation, investment research, asset management, sell-side research or a related investment role.
Comfortable working across asset classes and willing to develop as a multi-asset investment generalist.
Good understanding of macroeconomics, asset allocation, equity and fixed income markets, with exposure to other asset classes preferred.
Strong investment judgement, with demonstrated ability to translate macro and market views into actionable investment and portfolio recommendations.
Experience in fund/ETF research, portfolio construction or external manager research preferred.
Strong analytical, quantitative and critical-thinking skills, with the ability to turn research into clear investment views.
Proficiency in Excel familiarity with Bloomberg or other market research platforms preferred.
CFA Charterholder or CFA candidate preferred.
Fluency in English required. Chinese proficiency preferred due to dealing with HQ in China and Hong Kong.
