Investment Specialist Investment Specialist …

Morgan McKinley
in Shanghai, Shanghai Shi, China
Permanent, Full time
Last application, 01 Mar 21
500K-700K totally
Morgan McKinley
in Shanghai, Shanghai Shi, China
Permanent, Full time
Last application, 01 Mar 21
500K-700K totally
One WOFE covering mutual fund management is looking for one Investment Specialist role. This role provides a product support role to Portfolio Managers, Investment Director, Product & Relationship Managers, Sales & Marketing, Management, Business Relationship Managers and PR/Corporate Communications for the products that he/she is covering.

Key Responsibilities

• Prepare presentations on behalf of Portfolio Managers for both internal and external events and meetings, together with the Investment Directing team.
• Analyse funds, markets and securities to write regular reports and commentary.
• Provide regular and ad hoc support to the Portfolio Manager in the ongoing review and management of his/her portfolio(s) to the extent required by each individual, e.g., project work, risk analysis, investment marketing activities.
• Pro-actively write thought pieces and provide information, themes, interesting portfolio statistics and other information to internal channels relating to the products and markets for which he/she is responsible.
• Provide non-standard reports that may be required from any internal client.
• The individual needs to have a pro-active approach to the role, constantly monitoring the activity in the portfolio, its holdings, the strategy, themes and resulting performance.
• Respond to press requests for interviews, quotes and articles on funds and markets under their product coverage.
• Manage and respond to ad-hoc queries from internal customers including sales, and marketing teams.
• Review marketing literature relating to the product under coverage.
• Provide marketing and sales feedback to the portfolio managers.
• Ensure the investment process and approach is communicated effectively and accurately.

Experience and Qualifications Required

• Excellent command of verbal and written English and Mandarin
• At least 3+ years finance, investment or investment communications background.
• Strong investment knowledge with a good understanding of the investment process.
• Exceptional writing and editing skills. A strong capability with MS Office i.e. Excel, Word and PowerPoint
• Good up-to-date knowledge of China markets and the ability to conduct market analysis.
• Good awareness of the competitive environment for China products.
• Ability to read, understand, and interpret performance data and to write commentaries around the data.
• High attention to detail
• Ability to manage multiple relationships internally.
• An insatiable appetite for data on the portfolio, markets and peer product will underpin the pro-active approach required by the role.
• Service-orientated approach is essential.
• Ability to multi-task across numerous responsibilities and projects
• Verbal presentation skills in English and Mandarin

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