Investment Analyst

Posted 3 Days Ago
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Shanghai, Shanghai Municipality, Shanghai
In-Office
Mid level
Fintech • Payments • Financial Services
The Role
The Investment Analyst will contribute to team investment processes, manage assets, perform research, lead projects, and maintain portfolios while ensuring compliance with regulations.
Summary Generated by Built In

Job Description

Who we are

Aberdeen Investments is part of Aberdeen Group plc, one of the UK’s leading Wealth & Investments groups.

Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry’s best talent.

Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders and society.

We are repositioning our specialist asset management business to meet client demand and are committed to providing excellent client service, supported by leading technology and talent.

As a global business, Aberdeen consists of three divisions: Investments, Adviser, and interactive investor (ii). Each division is dedicated to meeting and adapting to our clients' evolving needs.

Our Asia Pacific Investments business has a large, dedicated and highly experienced investment team which has been investing across the region since 1985, and manages all our Asian products, including regional, country, smaller companies, and sustainable investing propositions.

The team has a strong regional footprint with offices in Singapore, Bangkok, Kuala Lumpur, Tokyo, Hong Kong, Shanghai, Seoul, and Sydney. This breadth gives us close proximity to the companies we own and the markets we invest in. Our APAC operations have been based in Singapore since 1992. We invest in Asian companies to grow with them and to help them to become better investors

Investment

  • Contribute to team investment process and contribute to team management of assets
  • Lead meetings with management of companies
  • Attend all regular team meetings to discuss and present investment ideas
  • Provide updates on company meetings and results at team meetings
  • Represent Aberdeen Investments in client meetings
  • Contribute to the passive investment process (full replication and optimized) and contribute to the team management of assets
     

Leadership/People Management

  • Work with members in regional sectors under his/her coverage and lead on some projects

Marketing/Business Development

  • Present the investment process to prospective clients
  • Work closely with distribution team to win new mandates

Portfolio Administration

  • Maintain model portfolios
  • Plan and execute trades and ensure all trades are in line with requirements of client mandates.

Portfolio Construction/Management

  • To recommend ideas for various portfolios across the Equities franchise
  • Provide quality ideas of different investment styles for portfolios that have different requirements

Research

  • Undertake security and sector analysis and complete stock notes
  • Keep up-to-date on sector, country and market developments and trends
  • Country trips and produce investment trip reports
  • To perform analysis of company results and provide results commentaries of portfolio holdings
  • To undertake a wide variety of index research – rules, performance, construction and index reviews / changes

Risk Management

  • To maintain up-to-date knowledge of compliance and dealing procedures
  • To comply with all regulatory, legal, corporate and client mandates

Training and Development

  • To build and maintain knowledge of Aberdeen investment process, products and allocated market/sector responsibilities
  • To build and maintain knowledge of Aberdeen systems, including Charles River Factset and AI apps
  • To participate and attend Continual Professional development opportunities in order to maintain knowledge and skills

We’re committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment.  We define diversity in its broadest sense – this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance.  We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.

Top Skills

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Charles River
Factset
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The Company
Miami , Florida
6,197 Employees

What We Do

abrdn is a global investment company that helps clients and customers plan, save and invest for the future. Our purpose is to enable our clients to be better investors.

Our strategy is to deliver client-led growth. We are structured around three businesses – Investments, Adviser and Personal – focused on their changing needs

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