Wang On Financial Services Management Limited

Senior Investment Manager

Wang On Financial Services Management Limited
Posted on 16-Apr-21

Senior Investment Manager

Wang On Financial Services Management Limited

Job Highlights

  • HY bonds, convertible bonds, funds, equity
  • Investment for private equity, Pre-IPO project
  • Experience in financial services or family office

Job Description

Job Responsibilities:

  • Lead the investment team on due diligence on financial products including but not limited to HY bonds, convertible bonds, funds, equities etc.;
  • To conduct industry research, evaluate current & historical financial data;
  • To prepare timely company research reports, sector reports and market strategy reports;
  • To review financial statements, fund documents, performance data and other indicators;
  • To analyze the product risk rating & build financial modeling;
  • To provide analysis, judgements and in-depth analysis on bonds & funds investment strategies report to investment committee;
  • To formulate short, medium and long investment strategies and provide recommendation to management team
  • Actively dialogue and develop relationships with listed companies;
  • To conduct research & analysis for Pre-IPO project or private equity investment;
  • Conduct site visits and host meetings on covered companies;
  • Actively monitor related market news and market changes;
  • Other ad hoc duties

Job Requirements:

  • Degree or above in Finance, Economics, Statistics, or Accounting;
  • Chartered member of CFA is preferred;
  • Minimum 7 year's experience as investment analyst / research analyst;
  • Minimum 10 years’ experience in financial services companies or fund houses;
  • Strong analytical thinking and quantitative skills , good interpersonal, communication and presentation skills;
  • Proficiency in Excel skills with experience using VBA, good knowledge of Bloomberg

We offer competitive remuneration package, our benefits include:

  • Performance bonus
  • Education subsidy
  • Professional membership fee sponsorship
  • Life & medical insurance
  • Marriage Leave, Compassionate Leave, Examination Leave etc.
  • Public holidays
  • Staff purchase discount

Interested parties please send full resume with present and expected salary to Human Resources Department by clicking Apply Now.

(Information provided will be treated in strict confidence and will only be used for recruitment-related purposes.)

Additional Information

Career Level
Years of Experience
7 years
Job Type
Full Time, Permanent

Additional Company Information

Financial Services
Benefits & Others
Education allowance, Life insurance, Medical insurance, Five-day work week