Associate, Listed Equity
6 months ago
**Main duties**:
- Organize and maintain a library of investment insights, analyses, and outputs (reports, minutes, presentations).
- Take detailed notes and minutes during investment meetings and monitor follow up actions.
- Prepare presentations for board meetings and client engagements, ensuring accurate communication of investment strategies, insights, and forecasts, etc.
- Manage and organize the team’s calendar for corporate meetings, conferences, and site visits, ensuring optimal allocation of time and resources.
- Assist the team in preparations for corporate meetings (including AGMs) and proxy voting.
- Support portfolio managers in stock screening, portfolio monitoring, and report generation.
- Contribute to investment idea generation and sector research.
- Provide ad hoc support to the investment team as requested.
**Requirements**:
- Bachelor’s degree in finance, economics, business administration, or related field.
- CFA charter a plus.
- Minimum three years of experience in finance or investment roles, with a strong understanding of the stock market and investment strategies.
- Proficiency in Microsoft Office, especially PowerPoint, Teams, OneDrive, Outlook, and Excel. An eye for detail in PowerPoint presentation is essential.
- Experience with financial tools such as Bloomberg, FiinPro, and CEIC, with an ability to leverage these tools for data generation and chart presentation.
- Strong organizational skills, with the ability to manage multiple tasks simultaneously and meet tight deadlines.
- Excellent communication skills, with proficiency in both written and spoken English.
- Team-oriented, hardworking, open-minded, and eager to learn.
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