Associate, Product Specialist, Asian Equities (Hong Kong Based)

Posted 24 Days Ago
Be an Early Applicant
Hong Kong
Mid level
Fintech
The Role
The role involves assisting portfolio managers in client servicing, product analytics, content creation, and new business proposals, focusing on Asian equities.
Summary Generated by Built In
About Invesco

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

What's in it for you?

Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including: 

  • Generous annual leave plus flexible paid time off

  • Hybrid work schedule 

  • Learning and development programs

  • Health & wellbeing benefits 

  • Parental Leave benefits 

  • Employee stock purchase plan (if applicable in your region)

Job Description

About the Role:

The Product specialist team works closely with the Asia Equity Investment team and is the interface for the investment team within the organization.

 

Key deliveries include providing portfolio analytics and its interpretation, developing communication collaterals (such as market outlook, views on specific events, commentaries), and addressing clients’ queries of different nature. In addition, product specialists will assist in the pitching process and work closely with the RFP team to finalize RFPs.

 

A product specialist will gain a strong understanding of the asset management industry through its broad interaction with different departments (ESG, consultant, marketing/PR, legal & compliance). 

Responsibilities of the role:

  • Assist in the handling of client inquiries and requests. The team provides exemplary client servicing internally to our global sales network and external clients. 

  • Responsible for updating and keeping track of investment products related data. Regular update of portfolio analytics and product collaterals and performances.

  • Work with investment, marketing and client relations colleagues to produce high-quality presentation documents (updating content, charts/graphs etc.) to present to clients, consultants and prospects.  

  • Assist in generating compelling content across various topics and for different audiences, related to investment strategies, market outlooks, commentaries, and firm capabilities. 

  • Prepare new business tenders, proposals and effective marketing documents.

  • Write monthly and quarterly client letters and fund reports. These generally include discussing the Asian team's investment strategy, portfolio performance, performance attribution and portfolio change.

  • Become familiar with the team's investment philosophy and approach and client portfolios and be able to run and interpret reports on performance attribution and portfolio characteristics.

  • Have a good understanding and keep updated on the Marco market environment and dynamics. 

  • Participate in the development of new products, and engage in projects and special initiatives as directed

  • The position does not require the achievement of specific sales targets.

Requirement for the Role:

  • An undergraduate degree with 3 to 5 years’ working experience, ideally in equities research, client service, or related fields.

  • Experience in the asset management industry is highly preferred but not mandatory. The specialists will be trained to have in-depth knowledge of the Asia equity markets and the team’s strategies.

  • Attention to detail with the ability to work with numbers and conduct analytical work

  • Excellent skills in Microsoft office including Words, Excel and PowerPoint.

  • Strong English and Chinese writing and communication skills is a must.

  • Strong team player with high integrity, self-motivated, committed and positive working attitude

  • Excellent interpersonal and communication skills, with ability to cooperate in a team environment and work under pressure.

How to Apply:

  •  Apply for the role directly at Invesco Careers: Careers at Invesco | APAC.

To know more about us:

  • About Invesco: https://www.invesco.com/corporate/en/home.html
  • About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html
  • About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

Workplace Model


At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least four days a week, with one day working outside an Invesco office.  

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable local laws governing non-discrimination in employment. 

 

Personal data provided by job applicants will be used strictly in accordance with our personal data policy and for recruitment purposes only. Candidates not notified within twelve weeks may consider their application unsuccessful. All related information will be kept in our file for future recruitment purposes. When there are vacancies in our subsidiary or associate companies, we may transfer the application to them for consideration of employment. Under the Personal Data (Privacy) Ordinance, job applicants have a right to request access to, and to request correction of, Personal Data in relation to the application. If job applicants wish to exercise these rights, they should contact the Human Resources department. 

Top Skills

Excel
Microsoft Powerpoint
Microsoft Word
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The Company
Atlanta, Georgia
4,700 Employees

What We Do

Invesco is an independent investment management firm delivering an investment experience designed to help people get more out of life.

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