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

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