Investment Analytics Manager

Wheelock Corporate Services Limited • Full Time • Southern District, Hong Kong, HK • 23h ago

Investment research and analysis on global public markets
Portfolio management and risk control
Financial modelling and valuations

Welcome to Wheelock and Company Limited, a leading real estate development company dedicated to creating exceptional living and working environments that redefine excellence. With a strong commitment to quality, innovation, and customer satisfaction, we strive to inspire and enrich the lives of our residents and stakeholders. As we continue to grow, we are seeking a talented Investment Analytics Manager to join our dynamic team and contribute to the success of our comprehensive development projects in Hong Kong.

Responsibilities:

Conduct in-depth fundamental, technical, and macroeconomic analysis on global public markets including fixed income (bonds), equities, REITs, ETFs, and related securities
Prepare comprehensive financial models, valuations, and comparable companies analysis to support investment decisions and portfolio performance optimisation
Monitor market trends, geopolitical developments, interest rate movements, and sectoral shifts affecting investment portfolios
Evaluate and recommend investment opportunities based on risk-return profiles, valuation metrics, and strategic fit
Track and report portfolio performance against benchmarks and investment guidelines
Assess and monitor investment risks including market, credit, liquidity, and currency risks
Manage and refine the internal investment process to enhance efficiency, transparency, and decision quality
Ensure compliance with investment policies, regulatory requirements, and internal controls
Prepare regular meeting materials and present findings to management for review and decision-making
Mentor junior analysts to foster skills development and knowledge sharing

Requirements:

Bachelor’s degree in finance, economics, or related disciplines. CFA qualification is preferred
Minimum 8 years of working experience, including at least 7 years in investment research on listed equities, with expertise in analysing publicly traded companies and providing actionable recommendations
A motivated and collaborative team player
Excellent organizational and time management skills with the ability to manage different time zones effectively
Exceptional presentation and communication skills, and capability of clearly conveying complex financial information to senior management
High proficiency in Microsoft Office applications and Bloomberg

As a highly qualified candidate, you will have the opportunity to make a significant contribution to our mission of creating exceptional experiences for our customers. Join us and discover a unique and professional environment where your skills and expertise will be valued and nurtured, allowing you to flourish and advance in your career. Let's work together to shape the future of our industry and make a lasting impact. Interested parties please apply with full resume.

For further information on Wheelock Properties (Hong Kong) Limited, please visit our website: www.wheelockpropertieshk.com.

We are an equal opportunities employer and invite applications from all qualified candidates. Personal data collected will be treated in strict confidence and handled by authorized persons for recruitment-related purposes only within the Wheelock & Wharf Group. Applicants not hearing from us within two months may consider their applications unsuccessful.

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