Senior Client Portfolio Manager / Product Specialist (Director) - Global Asset Management | 人才服务办公室

职位描述

Key Responsibilities:

• Conduct comprehensive research and analysis on a broad range of investment products, strategies, and asset classes, including equities, fixed income, alternatives, and multi-asset solutions
• Evaluate investment products and strategies based on factors such as investment philosophy, process, risk/return profile, liquidity, fees, and operational infrastructure
• Develop detailed product profiles, performance analyses, and investment theses to inform product selection, positioning, and marketing
• Collaborate with portfolio managers to assess the fit of investment products within the firm's investment platform and client portfolios
• Work with the product development team to ideate and design new investment products that align with client needs and the firm's strategic priorities
• Create compelling presentation materials and thought leadership content to educate and inform internal stakeholders and clients
• Stay abreast of industry trends, competitive landscapes, and regulatory changes that may impact the firm's investment products and strategies
• Provide training and knowledge-sharing to support the sales and client service teams

Required Qualifications:

• 8+ years of experience in investment research, product management, or a similar role within the asset management industry
• Strong understanding of various asset classes, investment strategies, and portfolio construction principles
• Demonstrated expertise in investment analysis, due diligence, and product evaluation
• Excellent written and verbal communication skills, with the ability to translate complex investment concepts for diverse audiences
• Proven track record of collaborating cross-functionally to drive product development and support distribution efforts
• CFA charterholder or advanced degree in finance, economics, or a related field preferred
• Proficiency in financial modeling, data analysis, and presentation software

Interested parties please contact Alice Wong via alice.wong@io-techsolutions.com for further discussion.