Asset Allocation Analyst/Manager (Asset Allocation)
Job No.: 498859
Employment Type: Full time
Departments: BOCHK Asset Management Ltd
Job Functions: Asset Management, Investment Management
Responsibilities:
- Perform data analysis and asset allocation model building
- Recommend asset allocation for multi-asset portfolios
- Contribute asset allocation strategy in monthly investment committee meeting
- Prepare quarterly asset allocation reports
- Support internal operational activities, including external marketing materials and reporting
- Assist in handling other ad hoc matters
Requirements:
- Bachelor’s Degree and Master's Degree or above, majoring in: Finance, Accounting, Economics, Data analysis, Applied Mathematics, Mathematics or related subjects
- Minimum of 3 years of solid experiences in asset allocation analysis, economic and financial market data analysis, and model building
- Able to work independently and willingness to continuously learn and adapt
- Self-motivated, able to prioritize and navigate in a fast-paced team-oriented environment
- Demonstrate excellent verbal (English, Mandarin and Cantonese) and written communication skills (both English and Chinese), organizational ability, analytical skills, strong interpersonal skills, and a flexible work attitude
- Excellent skills in quantitative analysis and financial modeling
- Possess professional qualifications of CFA is an advantage
- Proficiency in computer applications such as Bloomberg, Excel, Word and PowerPoint
- Strong risk control/compliance thinking and good operational skills
- High standards of professional ethics, integrity and commitment
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