ETF & Quantitative Analyst

Job Summary: We are looking for a talented and enthusiastic Analyst to support our investment team, with a particular focus on ETFs and AI & Quantitative Investments. This unique role offers a significant opportunity to contribute to ETF portfolio management, apply quantitative analysis and explore the cutting-edge applications of Large Language Models (LLMs) AI within the investment domain. The ideal candidate will possess strong analytical capabilities, a foundational understanding of financia

Value Partners Limited - Hong Kong - Full time

Salary: Competitive

Job Summary:

We are looking for a talented and enthusiastic Analyst to support our investment team, with a particular focus on ETFs and AI & Quantitative Investments. This unique role offers a significant opportunity to contribute to ETF portfolio management, apply quantitative analysis and explore the cutting-edge applications of Large Language Models (LLMs) AI within the investment domain. The ideal candidate will possess strong analytical capabilities, a foundational understanding of financial markets, and a keen interest in both quantitative methods and artificial intelligence.

Key Responsibilities:

ETF Portfolio Management Support:

  • Provide analytical and operational support for ETF portfolio management, including assisting with portfolio rebalancing, order trade management and portfolio monitoring to ensure effective benchmark tracking.
  • Conduct market intelligence research on ETF products and markets
  • Support the team in managing portfolio corporate actions and other events impacting ETF portfolios

Quantitative Analysis & Screening:

  • Assist in the development, testing, and maintenance of quantitative models used for investment screening and portfolio construction.
  • Assist in conducting data analysis, backtesting, and performance attribution for various investment strategies and portfolios.
  • Support the research and evaluation of new data sources, analytical techniques, and investment opportunities

LLM AI Investment:

  • Support the exploration and integration of Large Language Models (LLMs) and other AI technologies on user level to enhance investment research, data processing, and operational workflows.
  • Assist in identifying and evaluating potential use cases for AI within the asset management context, such as automating research, financial document analysis, or improving data extraction from various data sources.
  • Help with data preparation, model evaluation, and performance monitoring for AI-driven applications.

Qualifications:

  • Bachelor's or Master's degree in Economics, Financial Mathematics, Finance, Computer Science, or other related quantitative fields.
  • 1-3 years of experience in the asset management industry; Passionate fresh graduates with relevant academic projects or internships are welcomed.
  • Proficiency in VBA and Python.
  • Demonstrated interest in Large Language Models (LLMs), artificial intelligence, and their potential applications for investing.
  • Understanding of financial markets, investment products (especially ETFs), and core quantitative finance concepts.
  • Strong analytical, problem-solving, and critical thinking skills with attention to detail.

What We Offer:

  • A challenging and rewarding role at the intersection of finance and cutting-edge technology.
  • Exposure to innovative investment strategies and advanced analytical tools.
  • Opportunities for continuous learning, professional development, and career growth.
  • A collaborative and supportive work environment that values innovation and intellectual curiosity.
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