6 дней назад
Account Analyst, HK Institutional
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Account Analyst, HK Institutional (Client Reporting/Investment Analysis): Preparing institutional client reports and analyzing portfolio performance, trading activity, valuation, and risk metrics with an accent on performance attribution, market analysis, and reporting automation. Focus on supporting account management and business development, responding to client queries, and building complex investment analysis across capital markets.
Location: Hong Kong
Company
is an active fixed-income investment manager serving clients across public and private markets, with expertise in traditional and nontraditional financing and investment solutions.
What you will do
- Prepare institutional client reports covering performance, trading activity, portfolio valuation, and risk metrics.
- Analyze portfolio data, including qualitative and quantitative performance attribution, macroeconomic conditions, and underlying market factors.
- Automate reporting requirements and streamline reporting processes using Excel, PowerPoint, macros, and potentially Python.
- Support account management by providing market and portfolio data and coordinating with fund administration, operations, and compliance teams.
- Support business development by identifying investors, asset pools, and channels, driving marketing and sales campaigns, and preparing final presentations.
- Respond to client queries and build strong long-term client relationships.
Requirements
- Outstanding Cantonese and English communication skills, both written and verbal.
- Bachelor’s degree.
- Progress toward a regulatory certificate in the relevant jurisdiction.
- Willingness to progress toward the CFA designation.
- 0–1 years of finance-relevant experience.
- Understanding of economics, capital markets, and investment concepts, with strong attention to detail and client communication skills.
Nice to have
- Intermediate Python skills.
- Experience in an international operating environment.
Culture & Benefits
- High-performance and inclusive culture centered on Collaboration, Openness, Responsibility, and Excellence.
- Team-oriented environment with opportunities to support colleagues and contribute new ideas.
- Commitment to equal employment opportunity and reasonable accommodation for applicants with disabilities.
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