• Global Equity Investment Platform
  • Entry level to Regional Equity Research Team
  • Great exposures to global investment markets

Our Client

Appointed by one of the most established & active global asset managers with over USD 145Billion AUM and operations in 25 offices to search for Equities Assistant as part of the Regional Equities Research/Portfolio Management Team in Hong Kong. 

Job Duties

As the junior assistant of the regional team, the main job duties include: 

  • Assisting the team from desktop research to timely preparation of high quality of sales pitch via PowerPoint 
  • Supporting Portfolio Manager on daily market update and reporting with extensive usage of Bloomberg 
  • Assuming the key administrator on database maintenance
  • Ad hoc administrative support for the team


  • Degree holder, preferably Finance, Economics and Mathematics 
  • With at least 1-year relevant equities research experience from financial/banking industry 
  • Good PC user especially MS Excel, PowerPoint. 
  • With practical working experience in using Bloomberg will be an advantage 
  • Speaking fluently in English. Mandarin is an advantage 
  • Able to work independently. Responsible, organized, mature and with strong passion to assist equity team 
Industry : Banking & Finance
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  • Assume key clients contact with high profile institutional & intermediaries clients
  • Cultivate strong client relationship by managing the full life cycle from account management, client on-boarding, periodic portfolio review to ensuring the timely deliverable of SLA
  • Understand clients’ investment/risk requirements; facilitate pitching/business development activities and investment communication by working in close collaboration with Investment Managers, Sales & marketing. Legal & Compliance  professionals
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Job Duties

As part of the Regional Portfolio Management Support Team and assist cross asset classes of investment managers in AP with the following accountabilities:

  • Ensure accurate and timely order execution control as the bridge between PM/Traders and Middle Office/Operations Team
  • Facilitate portfolio rebalancing, asset allocation and investment monitoring
  • Oversight cash management and resolve any reconciliation/operations related matters by working with operations/external fund administrators
  • Top Ranking Global Private Bank
  • Expansion headcount for AP/Greater China region
  • Multi-asset & Discretionary Investment Advisory


Job Duties
  • Evaluate portfolio risk and identify customized investment solutions with the comprehensive support of product specialists/ investment teams
  • Regularly monitor client portfolios for performance, risk and opportunities
  • Provide Discretionary Mandates, Alternative & Capital Markets Product Advisory with seasoned private bankers
  • Promising Int’l Buy-Side Career Opportunity
  • AP Equities Portfolio Management & Mandate Advisory
  • Profound Institutional Clients and Family Office Exposure
Job Duties
  • Manage multi-asset classes of discretionary portfolios for UHNW & Institutional clients
  • Accountable for managing the model portfolios with tactical asset allocation determined by the Regional/Global Investment Committee
  • Assume the Asia ex-Japan portfolio (covering AUS/NZ/India) lead to manage and oversight equity asset class portfolios, with a team of professionals
  • Family Office / Buy Side Opportunities
  • Multi-Asset Portfolio Investment Research
  • Excellent Job Security & Career Development
Job Duties

As a member of the investment team, you will be responsible for

  • Assisting investment managers on tracking of the latest market developments and  thematic issues related to central bank policies, rates and key economic indicators etc.
  • Conducting top-down and bottom up research
  • Monitoring portfolio performance and attribution analysis