Investment Analyst

1. Research analysis
• Researching investment instruments related to fixed income securities, including (but not limited to) government bonds, corporate bonds, certificates of deposit and products on the monetary market.
• Research for fixed income stock markets, update market fluctuations and prepare reports related to fixed income securities.
• Proposing investment in fixed income securities for the investment implementation of funds managed by CFMC (Including seeking investment opportunities, conducting analysis to provide making recommendations on investment, commerce and arranging investments, implementing investment transactions).
• Perform other related work as required by management
2. Distribution
• To prepare sales kit, customising marketing material, handle client enquiries.
• Conduct sales training, product and market updates.
• Conduct investment seminars to facilitate sales from distribution partners.
• Work with other teams to coordinate with product development, fund managers, Compliance, Legal, and Operations teams to further support the business.
• To manage client database of team.
• Responsible for understanding local market needs, sentiments, competition, and business model.
• Conduct local market product research, conceive sales ideas and monitor trends in the market for ongoing strategic planning.
• To obtain full grasp of client's selling/distribution cycle.
• To capture all opportunities to fitting our product to client selling cycle.

• Possess at least Bachelor Degree
• Requires at least 3 year experience in banking, securities or fund company
• Fund management certificate by SSC is a must, CFA is desired
• Strong interpersonal skill
• Team player with ability to work with various stakeholders & levels of employees/executives
• Proactive initiative and communication style