Specialist, Investment Strategy, Assoc.~Senior Assoc., CBG

Job description

Principal Responsibilities

Prioritize China business development and actively fulfill all tasks and core responsibilities associated with the investment strategist role within the China CIIP Proactively contribute to investment strategy discussions within the China product managers, ensuring comprehensive research preparation and data compilation are conducted in advance Conduct retail consumer research to provide commentaries and support the development of new products and services to meet customers’ and frontlines’ needs.

Assist in preparing materials of investment environment or products through customer seminars and prepare the presentation materials to customers and the general public. Assist in developing teaching aids on portfolio analysis and marketing materials of investment and/or insurance products to assist the frontline sales people Compliance of own self with physical and information security standards.

• Provide analytical support for investment strategy formulation and strategy construction
• Conduct in-depth research on emerging industries, secular trends and structural themes that are reshaping the investment landscape Author or co-author thematic and investment research reports, translating insights into actionable investment ideas
• Support client-facing and business development initiatives, including presentations, investment discussions and market outreach activities, particularly across the Greater China region

Education and Relevant Experience

• Bachelor’s or Master’s degree in Business, Economics, Finance, Science, or related discipline 3-5 years or more of experience in monitoring investment trends, market risk concerns with sound financial/portfolio planning knowledge.

Experience in seminar presentation and internal training is preferred With experience in different financial products, e.g.

Insurance, Mutual Fund, FX and Equity CFA charterholder or CFA candidate preferred

• Familiarity with Bloomberg, Wind, PitchBook, Preqin and other investment research platforms is advantageous
• Strong analytical and quantitative skills, with a good understanding of investment concepts, capital markets and macroeconomic trends
• Demonstrated ability to independently initiate, conduct and write high-quality investment research reports
• Excellent verbal and written communication skills, with the ability to present complex ideas clearly and concisely to both internal and external stakeholders
• Proficiency in both English and Mandarin (spoken and written), with the ability to conduct business discussions, prepare investment materials and effectively engage stakeholders and clients across the Greater China market
• Strong interpersonal skills and a collaborative mindset, with the ability to work effectively across teams in a fast-paced environment Location: PRC - Shanghai Job: Research Schedule: Regular Employee Status: Full time