Conduct regular research extensively on different economies and sectors;
Provide write-ups on regular publication, focusing on market review and outlook, fund analysis and recommendations as well as financial planning;
Produce independent research reports for the company and business partners;
Participate in decision making process of the company's different mandates;
Review and update portfolio allocations on a regular basis;
Conduct due diligence reports on product providers and funds;
Perform risk assessment for mutual and hedge funds;
Strengthen / build relationships with fund houses and product providers;
Communicate with sales team for investment recommendations;
Prepare and deliver presentations at investment seminars;
Provide market updates, product research (i.e. Funds, Securities, Alternative Investment, Insurance and Assuraence, etc.) and trainning for the sales team on a regular basis;
Manage and gives advice on discretionary portfolio;
Perform any ad hoc task assigned by senior management
Bachelor Degree or above in Finance or Business related disciplines with minimum 2-3 years of investment advisory, portfolio management or sales experience in wealth management in IFAs, insurance companies and/or banks.
Candidate with CFA qualification, holder of IIQE qualification & SFC license is a definite advantage.
Strong knowledge in mutual funds, hedge funds, global & HK equities, ILAS and Insurance
Editorial or story writing experience with in-depth understanding of the investment market is preferred.
Hands-on experience in data analysis and producing research articles/analysis reports;
Strong presentation, interpersonal, analytical and team player skills
Proficiency in MS Office and Chinese Typing
Good knowledge of Bloomberg and Lipper
Good command of both spoken and written English and Chinese (Putonghua);
Fresh graduate will also be considered.
Candidate with more experience will be considered as Research & Product Manager.
Remuneration will be commensurate with qualification and experience. Please send your application with detailed resume indicating both present and expected salary and date of availability via email or, Suite 901, 9/F Sino Plaza, 255-257 Gloucester Road, Causeway Bay, Hong Kong.
(Personal data collected will be used for recruitment purpose only and will be kept strictly confidential)
Pegasus Fund Managers Limited, established in 1990, aims at providing professional services focusing on Wealth Management, Asset Management and Discretionary Fee Basis Services for individuals and institutions.