Pension Research Analyst

About the Role:

We are seeking a highly independent and detail-oriented Senior Officer to support out pension investment team.  The ideal candidate will excel in executing tasks accurately and will proactively seek clarification and raise questions, ensuring a clear understanding of objectives.
 

Job Descriptions:

• Client Portfolio Management: Oversee and manage mutual fund client portfolios, ensuring alignment with their investment goals while demonstrating initiative and ownership.
• Client Meetings: Conduct regular meetings with clients to discuss portfolio performance and market trends, clearly articulating insights and recommendations.
• Trade Entry: Accurately enter trades for clients, ensuring compliance with relevant regulations and demonstrating a meticulous attention to detail.
• Market Analysis: Monitor market news and analyse economic data to support informed investment decisions, collaborating with the investment team to generate comprehensive market outlook reports.
• Sales Support: Assist in the producing sales materials that facilitate effective client engagement and communication, ensuring clarity and relevance.

Qualification Requirements:

• Pursuing a bachelor’s degree in Finance related discipline
• Current holder of a qualified SFC Type 1,4 Representative Licence is preferred.
• Minimum 1 years of financial operational experience for retail clients.
• Familiar with SFC relevant operation
• Excellent communication and interpersonal skills
• Good command of both spoken and written English and Chinese

We offer: 

• 5-days work 
• Fun and open working culture without hierarchy - #WorkHardPlayHard philosophy and focus on teamwork 
• Flexible working policy 
• Diversified exposures over institutional, corporate, and individual clients 
• Attractive monthly basic salary and incentive payments 
• Comprehensive fringe benefits including 16 working days annual leave up to 24 days depending on years of services, Extensive Medical and Dental coverage, Training and Licensing Examination Support 
• Family Friendly Policy, including 6 days Family Care Leave, 1 day Birthday leave, etc. 
• Free Life and Health Insurance including both In and Out-patient benefits, Annual Wellness benefits 
• Pension Benefits on top of MPF mandatory contribution