Specialist, Investment Strategy, Assoc.~Senior Assoc., CBG
Core
Investment strategist supporting China business development, product strategy, and client-facing initiatives within the China CIIP.
Role type
Investment Strategist
Builds
Investment strategies, new products and services, thematic research reports
Domain
Financial Services / Investment Management
Required skills
Investment strategy formulation, retail consumer research, emerging industry analysis, financial reporting, seminar presentation, portfolio analysis, marketing materials development, compliance adherence, analytical and quantitative skills, capital markets knowledge, macroeconomic trend analysis
Preferred skills
CFA charter/candidate status, experience with multiple financial products (Insurance, Mutual Fund, FX, Equity), familiarity with Bloomberg/Wind/PitchBook/Preqin, teaching aid development
Technologies
Bloomberg, Wind, PitchBook, Preqin
Responsibilities
Prioritize China business development tasks, contribute to investment strategy discussions with product managers, conduct retail consumer research, prepare materials for customer seminars and public presentations, develop teaching aids for frontline sales, provide analytical support for strategy construction, author thematic investment research reports, support client-facing business development initiatives
Seniority
Associate to Senior Associate