Assistant Investment Manager

• Assist in developing and executing investment strategies for in-house portfolios.
• Monitor and manage investments across multiple asset classes, including equities, fixed income, real estate, and private equity.
• Conduct research and analysis to identify new investment opportunities.
• Track and evaluate portfolio performance, providing regular reports and insights.
• Assess market trends and recommend portfolio adjustments to maximize returns.
• Maintain accurate records of investment transactions and valuations.
• Identify and mitigate risks within the investment portfolio.
• Ensure compliance with internal investment policies and external regulations.
• Support the optimization of asset allocation to balance risk and return objectives.
• Assist in financial modeling and forecasting for investment planning.
• Corporate Investment Oversight:
  • Work closely with senior management to align investments with corporate strategy.
  • Participate in due diligence for new investment opportunities.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field; Master’s degree or certifications (e.g., CFA, CPA) preferred.
• Minimum 3 years of experience in investment management, portfolio analysis, or financial planning.
• Strong knowledge of asset allocation, risk management, and financial markets.
• Excellent analytical, communication, and decision-making skills.
• Mandarin proficiency is advantageous.