Investment Associate (Multi Asset Solutions)

Responsibilities: Manage and enhance the organization's range of multi-asset products. Solid understanding of market positioning and competitive dynamics. Lead the development and innovation of multi-asset solutions, including fund launches and restructures, acting as a key liaison for new product initiatives and revamps. Ensure multi-asset products are fairly priced, balancing customer value with long-term profitability objectives for the business. Monitor regulatory developments impacting inve

Morgan McKinley - Hong Kong - Full time

Salary: HKD80000.00 - HKD100000.00 per month

Responsibilities:

  • Manage and enhance the organization's range of multi-asset products.
  • Solid understanding of market positioning and competitive dynamics.
  • Lead the development and innovation of multi-asset solutions, including fund launches and restructures, acting as a key liaison for new product initiatives and revamps.
  • Ensure multi-asset products are fairly priced, balancing customer value with long-term profitability objectives for the business.
  • Monitor regulatory developments impacting investment funds, advisory, and discretionary solutions, and collaborate with relevant teams to implement necessary changes.
  • Partner with product and investment teams to define bespoke mandate specifications and tailored client solutions.
  • Support product governance processes as required, including assisting with pricing discussions and negotiations.
  • Provide in-depth expertise on discretionary portfolio management processes and fund strategies

Requirements:

  • Prior experience in a multi-asset investment role, such as product specialist, sales, fund research, portfolio management, or institutional consulting.
  • Familiarity with working in a global organization and navigating the complexities of an international business environment.
  • Strong knowledge of MPF and insurance-related products.
  • CFA certification or equivalent postgraduate investment qualification.
  • A high level of motivation and the ability to work independently.
  • Fluency in Cantonese and English, with Mandarin proficiency being an advantage.
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