Investment Associate/Analyst

  • Competitive based on experience
  • Hong Kong Hong Kong Hong Kong HK
  • Permanent, Full time
  • PSI Capital Asia
  • 23 Feb 18 2018-02-23

Established boutique multi-family office is looking for a highly motivated Investment Associate/Analyst

The Role:

As part of the investment team you will work closely with the Chief Investment Officer to:

  • Identify, research & evaluate investment opportunities across a full range of asset classes i.e. Equities and Bonds/Fixed Income
  • Liaise with external investment counterparties to gather quantitative and fundamental research to generate investment ideas
  • Undertake comprehensive financial analysis, modelling and valuation
  • Perform daily risk monitoring of investments
  • Conduct performance attribution and reporting
  • Develop investment presentations to relevant parties


  • Formal qualifications (University degree AND other relevant qualifications). A CFA, CAIA, CFP and MBA would be a plus
  • Minimum 3 -5 years of relevant banking/asset management/investment research experience with a thorough understanding of financial markets
  • Solid financial modelling and valuation skills
  • Strong technical analysis & quantitative skills
  • Hands-on investment experience
  • Impeccable power point presentation skills
  • Computer skills i.e. EXCEL, VBA/other coding language, Thomson Reuters and Bloomberg are a MUST
  • Team player
  • Strong written and oral communication as well as presentation skills
  • Fluent in English, Cantonese & Mandarin is preferred