Investment Analyst

About This Role

This Investment Analyst role supports fixed income and credit investment research, assists portfolio managers with analysis and presentations, and monitors portfolio performance and risks. The position suits a detail-oriented and cooperative individual with a strong sense of responsibility, comfortable working in a lean team.

Responsibilities

• Support fixed income and credit investment research, including financial analysis, issuer monitoring and relative value assessment
• Assist portfolio managers with investment analysis, valuation models, market updates and investment presentations
• Monitor portfolio performance, market developments and investment-related risks
• Perform portfolio reconciliation, NAV verification and valuation checks, coordinating with fund administrators, brokers and custodians to resolve discrepancies
• Support trade execution, settlement, documentation and ongoing portfolio operations
• Complete assigned tasks accurately and efficiently, following established procedures and timelines

Requirements

• Bachelor's degree or above in Finance, Economics, Accounting, Mathematics or related disciplines
• 1 -3 years of relevant experience in asset management, investment research, fixed income or fund operations; strong fresh graduates will also be considered
• Good understanding of financial markets, financial statements and fixed income products
• Strong analytical skills and proficiency in Excel and PowerPoint; Bloomberg, Python or CPA qualifications are advantageous
• Proficiency in using AI tools and AI agents to enhance research, analysis, reporting and workflow efficiency, with the ability to critically verify AI-generated outputs
• Excellent written and spoken English

Nice to have:

• Proficiency in Mandarin

Benefits

• Exposure to global fixed income markets, portfolio management and alternative investments
• Opportunity to work closely with experienced investment professionals
• Discretionary bonus

Important Details

• Team: Lean team