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

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