Responsibilities:
- Conduct comprehensive research on various investment funds, including hedge funds, private equity funds, mutual funds, and other alternative investment vehicles. Analyze their investment strategies, historical performance to make the best recommendations of funds.
- Analyze the potential impact of these risks on investment returns and communicate findings to the investment team and clients
- Investment Selection: Collaborate with portfolio managers, investment advisors, and RMs to evaluate fund suitability for clients' investment objectives and risk appetite. Make informed recommendations on fund selection, taking into account risk-return trade-offs, investment restrictions, and client preferences.
- Conduct ongoing monitoring and analysis of funds' performance and adherence to investment guidelines. Review periodic reports and investment updates provided by fund managers.
- Build and maintain strong relationships with fund managers, external service providers, and clients. Engage in regular dialogue with fund managers to gather information and stay updated on market trends and developments, especially pertaining to Hong Kong.
Requirements:
- University Graduate
- 3-5+ years of experience dealing with funds research/due diligence, with broad understanding of the market.
- Attention to detail
- Already residing in Hong Kong
