Head of Investment Research, Family Office (Global Portfolio)
HR Plus (Talent) Limited
- 九龍灣
- 長期
- 全職
- Conduct detailed fundamental and technical analysis on potential investments, covering factors such as business models, competitive positioning, financial performance, valuation, and macroeconomic/industry trends
- Prepare well-researched investment theses, recommendations, and ongoing monitoring reports for the family's investment committee
- Stay up-to-date on global economic, political, and market developments and assess their potential impact on the family's portfolio
- Collaborate with the investment team to refine the family's asset allocation, portfolio construction, and risk management framework
- Assist in the due diligence process for new investments, including liaising with external advisors and fund managers
- Continuously enhance the research capabilities and tools within the family office to improve investment decision-making
- Bachelor's degree in Finance, Economics, or a related field; advanced degree (e.g., MBA, CFA) preferred
- Minimum 10 years of experience in investment research, portfolio management, or a similar role within a family office, investment firm, or bank
- Demonstrated track record of identifying and evaluating diverse investment opportunities globally
- Excellent analytical, financial modeling, and problem-solving skills
- Strong written and verbal communication skills to effectively present research findings and recommendations
- Ability to work independently and collaboratively within a small, dynamic team
- Passion for staying informed on global economic, market, and industry trends
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