Job ref no.: CT3114388-01#4923

Equity Product Analyst

Robert Walters

Salary: HKD30,000 - HKD50,000 per month

Our client is a MNC asset manager. They are looking to hire a Product Analyst partner with both investments and distribution to promote and drive the growth of the equity business. It is a newly created role.

Job responsibilities:

  • Serve as first point of contact for Global Sales (Regional Consultants, Institutional Associates and Advisors) for the Asian Equity products, as assigned, but with a broad base of equity strategy related knowledge
  • Respond to ad-hoc information requests in a timely manner to help support our client team
  • Partner with Investment Management to create and update a strong, consistent suite of core product marketing and client-service materials, in collaboration with marketing colleagues. In addition, seeks broad feedback from investment management and distribution to identify areas for improvement
  • Take a proactive approach to solving clients’ investment-related, business and operational issues by serving as the liaison between the investment team and all other areas of company (clients, operations, technology, legal and compliance, marketing, finance)
  • Collaborate with Portfolio Managers to create/improve RFP language, assist on/review RFPs, and answer advisor/relationship manager questions on specific sales opportunities
  • Responsible for the oversight and quality control of the Asian equity platform by updating internal sources (e.g. Salesforce, the Loop); works with data team to ensure accuracy of database information
  • Partner with RFP team to ensure a consistent implementation of strategy positioning and language
  • Through daily responsibilities, develop relationships with partners across the firm, and increase awareness of the Asia equity platform throughout company

Job requirements:

  • 2 years of experience in the investment-management industry (or related investment experience), with preferably direct Product Specialist experience
  • Broad investment-management and financial-market knowledge, ideally with expertise in Asia and China equity products
  • Post-graduate degrees (Masters’ degree) and/or CFA designation viewed favourably
  • Fluent in Mandarin, English and Cantonese
  • Advanced proficiency with Microsoft Word, PowerPoint and Excel. Ability to code would be a big plus
  • Ability to work effectively under pressure while multitasking, adhering to tight deadlines and maintaining strategic relationships with internal partners
  • Meticulous attention to details with strong analytical and presentation abilities as well as oral and written communications skills
  • A team player with highly developed interpersonal skills, including collaboration, negotiation and influence
  • A desire to interact directly with both internal and external clients and to influence their product knowledge and support our sales efforts
  • Provide diversity in thinking and in views, and being open to and accepting of diversity in its many forms

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More job information
Job ref no. CT3114388-01#4923
  • N/A
Job Function
Employment Term
  • Permanent
  • Full-time
  • 2 years - 5 years
Career Level
  • Non-management level
  • Degree
  • Master's degree