Scope of Responsibilities :
Responsible for Secondary / Public Market product development process.
Perform due diligence (IDD and ODD) on fund products and assist product onboarding process.
Good working knowledge of financial assets, fund formation and governance, investment strategies, risk management and middle-to-back office functions will be needed.
Ensure all product documentations comply with regulatory requirements and internal guidelines
Develop / maintain close relationship with asset managers and internal teams.
Closely monitor fund products post-investment and follow up with asset managers on a regular basis or as needed.
Provide support to new products launch and marketing materials preparation
Skills / Qualifications :
Master or Bachelor’s Degree or above in Finance, Accounting, Economics or related disciplines.
Minimum 3 year experience in either :
1) product development or due diligence; or 2) asset class research experience in financial institutions such as asset management firm (hedge fund / mutual fund), securities house, FOF and investment consultant.
Senior candidate with 5+ years experience may be considered for more senior position.
Knowledge of fund formation is preferred.
Working knowledge in financial assets and investment strategies are required.
Great communication skills and team player a must.
Well versed in MS Excel, Word, PowerPoint and Access
Knowledgeable about Bloomberg preferred
CFA / FRM / CAIA preferred
Excellent verbal and written communication skills Mandarin is a must