Investment Strategist

Job Summary

The Global CIO Office is a key pillar within Wealth Solutions. This function establishes the bank’s investment outlook, generates investment ideas and communicates these ideas effectively to our clients and stakeholders. 

The role of an Investment Strategist within the equity strategy team of the Global CIO Office will involve: (i) creation and maintenance of high quality views on global equities, including equity regions, sectors, themes and single stocks; (ii) collaborate with colleagues within the CIO Office and other teams to effectively formulate the house views in equities and other asset classes; (iii) create publications and write market commentaries related to equities; (iv) manage and maintain model portfolios of the equity team; (v) support key stakeholders like investment advisors and relationship managers in addressing client queries; (vi) be a strong advocate of the CIO Office views to both internal stakeholders and external clients; (vii) support the communication of CIO Office views via written, verbal and multi-media communication channels; (viii) maintenance of a high quality governance process.

Key Responsibilities

•    Support the equity team in developing investment views and preparing required supporting materials.
•    Promote CIO views and ensure effective engagement across key business stakeholders.
•    Partner with investment advisors and relationship managers to address client queries on equity-related topics.
•    Prepare equity publications, market commentaries and related investment content.
•    Manage and maintain the equity team’s model portfolios.

Ideal Candidate

•    Bachelor’s degree or equivalent qualification.
•    4–6 years of relevant experience in equity analysis, investment research or a related financial markets role.
•    Strong understanding of equity markets and global macroeconomic trends.
•    Proficient in Microsoft Office, including Excel, PowerPoint and Word.
•    Excellent written and verbal communication skills.
•    Fluent in English, Cantonese and Mandarin.