Posted on 2022-06-18
Principal Trust Company (Asia) Limited

Senior Analyst, Investment Support

Principal Trust Company (Asia) Limited

Responsibilities
The Senior Analyst, Investment Support will be part of Investment Management, to facilitate the team in driving market awareness of our investment strength and value proposition. You will produce investment and product content that help drive business and provide investment administrative assistance to the team.

Responsibilities

  • Handle ongoing and ad-hoc client reports and due diligence questionnaires with minimal supervision. Maintain the relationship with different stakeholders in meeting the reporting objectives. Co-ordinate and manage expectations across different sales functions on delivery timeline.
  • Work on client presentations. Prepare, review and update sales materials, including but not limited to one-pagers, sales flyers, pitchbooks, commentaries and presentations, for both Principal’s MPF and MF businesses. Facilitate in constructing sales talking points and investment stories for new and existing products.
  • Help create content to drive market awareness of our investment story, which includes but not limited to thought leaderships, fund manager interviews and investor educational content, especially on ESG. Work with different channels to deliver our content.
  • Ensure all investment content is accurate and in compliance with regulatory requirements and manage compliance sign-off process. Work with external vendors to ensure deliverables are professionally done. Prepare product marketing/ investment writeups in a retail-friendly manner, in both Chinese and English.
  • Complete small projects to help support the team.
  • Other administrative duties.

Requirements

  • University graduate in Economics, Finance, Business Administration, Marketing, Journalism or Communications
  • Minimum 1 year of experience in sales support/ client reporting and servicing/ investment communications, preferably in the mutual fund industry
  • Have Experience in using investment research tools such as Bloomberg and Morningstar Direct
  • Knowledge in ESG will be an advantage
  • Good team player with excellent communication and interpersonal skills
  • Attentive to details, able to work independently under tight deadlines and certain amount of pressure
  • Fluent in spoken and written English and Chinese (Cantonese)

What We Offer

Principal offers employees a competitive package and a comprehensive range of benefits to help meet your needs now and in the future, including:

  • 5-Day Work Week
  • Year-end Payment
  • Discretionary Bonus
  • Birthday Leave
  • Medical Plan
  • Life Insurance
  • Pension Scheme
  • Employee Stock Purchase Plan
  • And Growth Opportunities!  

We are an equal opportunity employer and welcome applications from all qualified candidates. All information received will be kept in strict confidentiality and for recruitment purpose only.

Only shortlisted candidates will be notified.

More job information
Salary
Benefits
  • 5-day week
  • Birthday leave
  • Discretionary bonus
  • Insurance plan
  • Medical plan
  • Year-end bonus
Job Function
Location
  • Kwun Tong
Industry
Employment Term
  • Permanent
  • Full-time
Experience
  • 1 year - 6 years
Career Level
  • Non-management level
Education
  • Degree