- Support business development initiatives to expand business opportunities and client base.
- Participate investment advisory projects across all asset classes including private markets together with consulting project team as a senior investment analyst.
- Join the full cycle client projects through independent research, data analysis applying relevant methodologies, drafting written reports, and attending client meetings.
- Assist in client's portfolio management analysis, including asset allocation, investment manager selection, fund performance, risk and attribution analysis, leveraging Mercer's proprietary analytics tools, internal databases and third-party resources.
- Craft compelling and customized materials/responses to address all the necessary requirements from prospective clients and develop team's business in a timely manner.
- Cover client enquiries from investment technical and operational aspects by collaborating with specialists in various regions.
- Have ownership for the assigned works to deliver well-polished deliverables with minimal changes from peers' reviews.
- Communicate requests from clients in a clear and articulate manner and provide suggestions on ways to resolve those requests – which can then be executed by the rest of Mercer team.
- Good academic track record and 3 years of proven working experience with consulting, banking, financial services and asset management.
- Can demonstrate strong communication, analytical and technical skills.Deep understanding of Korean clients and their organizational culture and have good knowledge of how to manage their expectations and their experience with Mercer.
- Strong analytical and technical skills. Comfortable with conducting complex comparative analysis with large data sets in an efficient manner.
- Familiar with global firm's environment by independently and proactively working with high responsibilities and actively participating for teamwork.
- Strong organizational skills, task prioritization, attention to detail, ability to exercise sound judgment and independent problem-solving skills.
- Experience of writing or summarizing research reports for market analysis in a professional capacity will support your application.
- A team-player attitude and ability to develop relationships. Have strong self-initiative and curiosity in financial services, self-motivated to seek out knowledge, test ideas and ways to contribute to the team.
- Positive attitude and strong personal management in order to plan ahead for foreseeable tasks and understand own capacity for unforeseeable tasks.
- Demonstrate ability to break down complex problems and offer solutions. Ability to complete work independently in a timely, accurate, and thorough manner.
- Attention to detail, organized and ability to multi-tasks.
- Good command on MS Office applications (MS-Excel, MS-Word, Outlook). Strong IT skills and ability to learn new systems quickly.
- Have completed or are close to completing professional relating to investment/asset management and/or actuarial field.
- Language requirements: Strong communication skills in Korean and English, both written and verbal.
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Aon Hong Kong, 香港 全职Investment Analyst · Founded in 1983, The Townsend Group is a premier provider of global investment management and advisory services focused on real estate and real assets. Committed to excellence in investment management and client service, Townsend serves an institutional clie ...
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ConnectedGroup Limited Hong Kong, 香港 全职Key Responsibilities: · Work closely with senior members in Investment team, supporting MD and VP. · Conduct deal execution, including financial modelling, writing investment recommendations and potential market research. · Monitor existing portfolio investments and make appropri ...
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ConnectedGroup Limited Hong Kong, 香港 全职Responsibilities · Conduct in-depth private funds market research to evaluate investment ideas · Articulate your views in reports and investment team meetings · Monitor and analyse existing portfolio positions. · Requirements: · 3-6 years of total working experience, including at ...
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Ares Management Corporation Hong Kong, 香港 全职Description · Ares Asia is looking to appoint an Investment Analyst to its Investment team to support direct special situations and credit investments. The individual will perform in-depth analysis on potential investment opportunities and build up a detailed understanding of th ...
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Mercer Hong Kong, 香港 OTHERMercer Hong Kong's Wealth team is seeking candidates for the following position based in the Hong Kong office: · Senior Investment Consulting Analyst · What can you expect? · As investment consultants, we help clients (sponsors of pension funds, endowments and other institutional ...
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Omni Group Asia Ltd. Hong Kong, 香港 全职Responsibilities: · Support the design and implementation of enhancing the capabilities in investment research activities, establishing data access and management dashboards · Liaise with local business units in the region to define, establish portfolio planning & control, ensuri ...
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Morgan McKinley Hong Kong, 香港 全职Global MNC Asset Management Firm, looking to hire IT Investment OMS BA to join the team - the ability to liase confidently with stakeholders is a must. · Responsibilties: Drive process and system improvements in the Investments domain based on customer needs, industry trends, an ...
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Mercer Hong Kong, 香港 OTHERSUMMARY · As investment consultants, we help clients (sponsors of pension funds, endowments and other institutional asset pools) to achieve their investment purposes by advising them on appropriate investment strategies and policies, assisting investment manager selection, and mo ...
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Marsh McLennan Companies Hong Kong, 香港 全职Description: · SUMMARY · As investment consultants, we help clients (sponsors of pension funds, endowments and other institutional asset pools) to achieve their investment purposes by advising them on appropriate investment strategies and policies, assisting investment manager ...
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Gough Recruitment Hong Kong, 香港 全职Excellent opportunity to be part of a leading real estate investment firm with great exposure to all aspects of real estate private equity investment, cross-jurisdiction and to work with senior management directly. · Main Responsibilities: · Support deal evaluation through build ...
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FWD Life Insurance Corporation Hong Kong, 香港 全职About FWD Group · FWD Group is a pan-Asian life insurance business with more than 13 million customers across 10 markets, including some of the fastest-growing insurance markets in the world. The company was established in 2013 and is focused on changing the way people feel abou ...
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Kerry Consulting Pte Ltd Hong Kong, 香港 全职A Venture Capital Firm is looking to expand their investment team in Hong Kong. This is an exciting opportunity to join them in an Investment Analyst role, covering direct investment in growth-stage tech & blockchain companies across the globe. · Responsibilities · As a key membe ...
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Crypto Hong Kong, 香港 全职 /Responsibilities · Originate and lead investments in cooperation with capital team as well as collaboration senior management. · Be responsible for the qualitative and quantitative analysis of various investment opportunities · Support senior investment professionals in due dili ...
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King Deux Search & Consulting Hong Kong, 香港 全职King Deux Search & Consulting is a specialized executive search firm which offers bespoke talent solutions across financial services and commerce. We are committed to not only finding the right opportunity for our candidates but also leaving a legacy that lives on beyond the hiri ...
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Senior Investment Analyst - Hong Kong, 香港 - Mercer
描述
The role: Analyst, Investment (Korean Speaking)
As Wealth consultants, we help clients (sponsors of pension funds, endowments, other institutional asset pools and retirement pensions) to achieve their objectives by advising on appropriate strategies and policies. We provide expertise advice on a wide range of investment-related topics such as strategic asset allocation, sustainable investing, asset liability modelling, and risk strategy.
The Korea focused wealth analyst will be based in Hong Kong to support investment business from technical, analytical and operational aspects and provide high quality advisory and client solution services in English and Korean. Wealth analyst is also responsible for supporting consultants in delivery of investment advisory projects, client work and business development support activities.
Wealth Analyst is expected to be self-motivated and tackle problems independently, while also working under the guidance from senior team members.
POSITION SCOPE
What you need to have:
