Associate, Investment Solutions, Asset Management
Core
Provide tailored investment portfolios and solutions across asset classes with a focus on cross-border China investment, covering the full lifecycle from structuring to trade execution and risk monitoring.
Role type
Associate Investment Solutions Analyst (Asset Management)
Builds
Multi-asset client portfolios (fixed income, equity, securities) and investment solutions for global clients
Domain
Asset Management / Cross-border China Investment
Required skills
Portfolio management, Derivative structuring, Trade execution, Settlement and operations, Product development, Risk management, Project management, Client advisory
Preferred skills
Cross-border PRC investing, QFI/QDII channels, Multi-asset class experience
Technologies
QFI, QDII, Stock Connect, Bond Connect
Responsibilities
Support pre-launch portfolio planning, structuring, and trade preparation; Execute trades in multi-asset client portfolios; Work with Middle Office on settlement, trade booking, and risk limit monitoring; Provide investment advice and guidance to clients; Assist in product development and solution structuring; Produce client materials and pitch decks; Support sales teams on client pitches; Manage project launches by coordinating internal and external parties.
Seniority
Associate, hands-on IC