Role and Responsibilities:
- Conduct active research, due diligence and analysis on investment opportunities with a focus on US Equities
- Execution of trades
- Responsible for constructing the company’s investment system, establishing funds and stocks selection models, and conducting fund selection as well as research work
- Monitor and review performance of existing investments in view of the entire portfolio and asset allocation
- Prepare monthly / quarterly / annual performance reports of the underlying investments and entire portfolio
- Actively monitor portfolio risk metrics by generating reports and building model scenarios
- Actively maintain and update investment pipeline and portfolio to build an institutional quality investment portfolio framework to meet and exceed the portfolio’s return objectives.
- Work closely with the firm’s network of bankers, auditors, lawyers on all potential investments
Requirements:
- A proven track record in managing investment portfolio in US Equities
- Possess Degree in Accounting, Finance, Business or Economics. CFA/CAIA qualification would be an advantage.
- Proficient in Microsoft Office, key research databases
- Familiar with a range of analytical tools, databases, software relevant for investments and portfolio management
- Excellent written, verbal communication skills and presentation skills
- Self-motivated and a good team player
- Able to work in a smaller, flexible environment
