Junior Investment Analyst

دوام كامل في Fulcrum Global (Hong Kong) Limited في Hong Kong
نُشرت يوم May 1, 2024

تفاصيل الوظيفة

About Us Ever since our founding in 2008, our relentless focus on overseas property investments, along with a strong emphasis on developing a best-in-class management and distribution network, have cemented our reputation as a market leader in the sector. Backed by a management team with extensive background in real estate and finance, the Group has over the years invested in over 70 projects across 10 cities including London, Manchester, Bangkok, with total project value in excess of US$ 1 billion.   Furthermore, we have the most extensive distribution network in the industry, working hand-in-hand with our 800+ distributor partners across 9 countries to market and promote our projects. In 2018, the Group set a new milestone with the successful acquisition of a major stake in Noble Development Public Company Limited, a top-ten Thailand developer listed on the Stock Exchange of Thailand (NOBLE.BK), this strategic investment further strengthens our leadership position in the overseas property market. About the job Investment Analysis

  • Conduct analysis of individual stocks, bonds and / or other investment products in HK/China, Asia and globally; Assist in evaluation of investment opportunities and potential risks
  • Help build financial models and financial projections
  • Conduct macro trends of global markets; identify drivers in different industries
  • Conduct statistical analysis of historical data; Assist in-ad hoc tasks
Trade Execution and Reporting
  • Assist with execution and documentation of trades, ensure accurate and timely logging of all trade activities and transactions
  • Develop and maintain investment reports and portfolio trackers
  • Collaborate with internal teams to streamline portfolio tracking and reporting flows
  • Provide support in preparing reports, presentations, and other materials for internal / external stakeholders
Property Markets Research
  • Collect, compile, clean and analyze market data from various sources on property markets globally; Compile detailed databases for regular tracking
  • Conduct research on different property markets; analyze trends and drivers, regulatory frameworks etc
  • Other ad-hoc projects: Assist in ad hoc projects and tasks as assigned
Skills & experiences required
  • University graduate, preferably majoring in accounting, finance, statistics, or business-related subjects
  • At least 2-3 years (not more than 6 years) of relevant experience in investment analysis and / or operations
  • Detail-oriented, analytically rigorous and dedicated; ability to thrive in a collaborative and fast-paced environment with a strong sense of initiative; Strong interest in investing
  • Excellent presentation and communication skills in Cantonese, English and Mandarin
  • Proficient in Excel (eg task automation using macros and VBA, creating dynamic reports, managing large datasets with functions, building charts and graphs); Programming experience (eg Python) and / or familiarity with Bloomberg Terminal will be a plus
  • Resourceful in identifying and utilizing various data and research sources
  • Experience in financial institutions and family office will be a plus
  • Professional (or progression towards) qualifications such as CFA and CPA will be a plus

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