Posted on 2021-11-26
Wang On Financial Services Management Limited

Junior Investment / Research Analyst

Wang On Financial Services Management Limited


  • To monitor the existing investments and deliver timely review report;
  • To maintain internal database;
  • To conduct in-depth research on portfolio companies and potential investments;
  • To perform financial analysis and portfolio valuation for financial reporting purposes;
  • To prepare relevant reports and meeting materials;
  • To conduct investment research for bonds & funds investments including both investment grade and high yield credits on financial products including but not limited to HY bonds, convertible bonds, funds, equities, etc.;
  • To actively monitor closely financial press and keep a track of market trends, opportunities, risks and new investment products;
  • Other ad hoc duties



  • BS degree in Finance, Economics, Statistics or Accounting;
  • Candidates with Accounting designations (CPA) and CFA qualification are preferred; if you are currently pursuing these designations will also be considered;
  • 1-2 years’ working experience as research / investment analyst in financial services companies or fund houses;
  • Familiar with private bank and family office operation will be an advantage;
  • Strong analytical thinking and quantitative skills and a fast learner;
  • Strong in Excel modelling;
  • Immediately available is highly preferred


We offer competitive remuneration package, our benefits include:

  • Performance bonus
  • Education subsidy
  • Professional membership fee sponsorship
  • Life & medical insurance
  • Marriage Leave, Compassionate Leave, Examination Leave etc.
  • Public holidays
  • Staff purchase discount

Interested parties please send full resume with present and expected salary to Human Resources Department by clicking Apply Now.

(Information provided will be treated in strict confidence and will only be used for recruitment-related purposes.)

More job information
  • 5-day week
  • Compassionate leave
  • Discretionary bonus
  • Education subsidies
  • Examination leave
  • Insurance plan
Job Function
  • Sheung Wan
Employment Term
  • Permanent
  • Full-time
  • 1 year - 2 years
Career Level
  • Entry level
  • Degree