Address daily business and portfolio requests for private wealth advisors
Conduct secondary research and develop insight materials for new business pitches, client reviews, rebalancing advice, and sales/client training. This includes but is not limited to investment-related analysis, presentation decks, commentaries, responses for client Request for Proposals (RFP), etc.
Oversee and direct the end-to-end portfolio management process by working close with traders, research analysts, portfolio servicing specialists, etc.
Attend global team calls to have portfolio strategy discussion and develop new portfolio strategies
Engage on a variety of projects related to portfolio management and new strategy development
Assist with ad-hoc team projects and assignments
Basic Qualifications
1-4 years of investment or portfolio management experience (fixed income research/advisory experience preferred)
Command of fluent level Mandarin and English language a must
Proficiency in MS EXCEL (VBA is a plus), PowerPoint and Bloomberg
Strong investment research and presentation skills
A self-starter who is able to work across all sorts of stakeholders and operate with ambiguity with strong judgement skills
Client-focused and team-oriented mindset
Self-motivated, well organized, and strong attention to detail and ability to multi-task