What Jobs are available for Investment Intern in Hong Kong?

Responsibilities:

• Support investment managers throughout the whole investment life cycle (i.e., Sourcing, execution, as well as post-investment management) on transactions covering diverse asset class (i.e., traded securities, mezzanine financing, secondary private equity, and NLPs)
• Conduct thorough research and analysis for equity, debt, and various structured transactions to assess potential investment opportunities
• Evaluate investment prospects, including analyzing financial statements, assessing creditworthiness, and conducting due diligence on potential investments.
• Prepare detailed investment reports, presentations, and other documentation to effectively communicate investment recommendations
• Stay updated on industry trends, regulatory changes, and market developments to enhance investment strategies
• Provide comprehensive support for fund management activities, encompassing various responsibilities such as marketing, handling client data, and addressing information requests.

Qualification:

• University graduate with knowledge in accounting & corporate finance
• Proficiency in Microsoft Excel, PowerPoint. Basic knowledge in VBA will be advantageous
• Demonstrate fervent enthusiasm for the investment and fund management industry, as well as deep industry curiosity for business and current affairs
• Solid analytical skills with the ability to perform in-depth financial analysis and due diligence
• Strong attention to detail and ability to handle multiple tasks and deadlines simultaneously
• Excellent communication and presentation skills to convey complex investment concepts effectively.
• Ability to work independently and collaboratively within a team-oriented environment

Account Manager – Investment Management

Our client, a leading investment management firm, is seeking an Account Manager to join their Wealth Management team in Hong Kong. The role will focus on strengthening partnerships with retail banks, driving sales initiatives, and promoting the firm's fixed income and multi-asset solutions.

You will be responsible for delivering investment insights through client meetings, events and presentations, while building trusted relationships with distribution partners. The role also involves working closely with internal experts, creating tailored business development strategies, and keeping abreast of market and regulatory changes to capture new opportunities.

The successful candidate will have at least 10 years of experience in financial services, with a proven track record in fund distribution and client management. Strong investment knowledge and understanding of capital markets are required. Fluency in English and Cantonese is essential, while Mandarin is an advantage. A bachelor's degree is required and an MBA or CFA is preferred.

Our client is a leading property investment and management group with a significant presence across Asia, we are seeking a strategic and analytical Senior Manager, Investment Management to join the team. This role will be instrumental in driving investment strategy, performance analysis, and asset optimization across our APAC portfolio. The ideal candidate will bring deep financial acumen and a collaborative mindset to support the group's investment objectives.

More experienced candidates can be considered for higher title.

Key Responsibilities

• Lead investment analysis and financial modeling (NPV, IRR, DCF) for new and existing real estate opportunities across APAC.
• Develop and present investment recommendations and strategic proposals to senior leadership.
• Collaborate with cross-functional teams including Investment, Legal, and Asset Management to evaluate and execute investment transactions.
• Monitor and manage the performance of existing investments, including asset enhancement strategies, CAPEX planning, and divestment initiatives.
• Maintain and enhance investment databases and dashboards to support decision-making and reporting.
• Support the CFO team in strategic planning, budgeting, and capital allocation processes.
• Involved in investor meetings, joint ventures, and external stakeholder engagements.

Qualifications

• Bachelor's degree or higher in Finance, Economics, Real Estate, or related field; MBA, CFA, or equivalent preferred.
• Minimum 8 years of relevant experience in investment management, real estate, or corporate finance, ideally within APAC property markets.
• Strong understanding of real estate investment principles, financial modeling, and valuation techniques.
• Proven track record in deal execution, asset management, and strategic planning.
• Excellent communication and presentation skills in English and Chinese.
• High proficiency in MS Office and financial modeling tools.
• Ability to work in a fast-paced, matrixed environment with multiple stakeholders.

Position Summary

Responsible for assisting Section Head to drive retail investment revenue growth under Personal Banking Division ("PBD"), BEA Hong Kong ("BEAHK").  As PBD's investment champion to oversight and drive enhancement and/or projects on investment product delivery (include Unit Trusts, Bonds, Structured Products, Treasury and FX products), sales process and procedure, system enhancement and digital journey, while ensuring all initiatives are in compliance with the Bank's internal process and procedures, as well as the latest guidelines from regulators in Hong Kong and the Mainland.

Responsibilities

• Assist Section Head, Wealth Products Management Department, Personal Banking Division ("PBD") of BEA Hong Kong ("The Bank") to drive retail investment revenue growth
• Ensure appropriate procedure, system and platform support to enable effective implementation of retail investment services to suit the needs of retail customers
• Keep abreast of the latest market/industry development to upkeep the Bank's market competitiveness in terms of product, channel delivery and customer experience
• Ensure compliance of regulatory requirement and proper governance on investment products deliver (include Risk Assessment/Profiling Questionnaire, suitability assessment, distribution of Investment products through digital channels, customer journey of vulnerable customers, etc.)
• Comply with all applicable policies, rules, guidelines and regulations prescribed by regulators in Hong Kong and the Mainland as well as the Bank
• Communicate and work effectively with internal and external stakeholders in implementing business initiatives in a timely and effective manner
• Comply with all applicable regulations, rules, codes, guidelines and standards set by regulators and the Bank, and carry out duties with high integrity
• Adhere to all established risk control guidelines, procedures and measures to identify, assess, report, mitigate and monitor the risks involved in the day-to-day work
• Perform ad hoc tasks or projects for Section Head and Department Head as required from time to time

Requirements

• University graduate in Business Administration, Finance, Economics, Marketing or related discipline preferred;
• A minimum of 5 years' of experience in the banking sector or financial industry, preferably in wealth management products development or management, segment management, business management, product marketing, or distribution and sales support management position which include:
• Solid experience in retails investment products management, which includes product development and/or delivery, investment product compliance, project management, distribution in banking or financial services industry, with a strong track record on business performance
• Competent knowledge of retail bank's wealth management products & services
• A team leader/player with strong ownership, interpersonal, communication and analytical skills; strong command of written and verbal English and Chinese
• Independent, self-motivated and good problem solving skills
• Proficiency in Excel, Word and PowerPoint
• Relevant HKIB qualification is an advantage

Personal data provided by job applicants will be used for recruitment purposes only and will be treated in accordance with the Bank's Personal Data Policy, which is available upon request. Applicants who are not invited for interviews within six weeks may consider their applications unsuccessful and the personal data collected will be destroyed after 1 year.

Who We Are Looking For
We're seeking a AVP, Channel Marketing Manager, Asia Pacific role to develop and help execute marketing programs that have a direct and measurable impact on driving the awareness, consideration, and purchase of our suite of SPDR Sector ETFs.

Reporting directly to the APAC Intermediary Marketing Manager, the ideal candidate will have experience leading multi-channel, integrated marketing campaigns including advertising, direct marketing, content, social media, virtual events, public relations, paid search, and web experience.

Why this role is important to us
This is an opportunity for a well-rounded and highly collaborative marketing professional with existing insights into the direct retail, intermediary and institutional market segments. The role will collaborate with members of Direct Retail, Intermediary and Institutional Sales, Client Enablement, Strategy and Research, Product Development, Business Intelligence and other internal teams on marketing strategy and messaging alignment and leading marketing programs from conception to execution.

What You Will Be Responsible For
As AVP, Channel Marketing Manager for SPDR Sector ETFs, you will:

• Leverage data and business intelligence to create relevant, scalable and repeatable integrated marketing programs and key deliverables for the SPDR Sector ETF suite targeting direct retail, intermediary and institutional clients
• Partner with stakeholders on product materials, product positioning, capabilities messaging, presentations, webinars, web presence and segmented communications to relevant audiences
• Build and lead the marketing efforts for direct retail, intermediary and institutional investment themes where SPDR Sector ETFs solve a client need – manage all touch points to ensure consistency of messaging and voice
• Development and updates to SPDR Sector ETF collateral, videos, web content, sales tools and educational materials for general or firm-specific needs
• Measure and optimize marketing campaigns to ensure effectiveness against KPIs, target audience reach, and ultimately ROI
• Manage the marketing budget for SPDR Sector ETFs against marketing plans
• Collaborate with PR team to create earned media opportunities

What We Value
These skills will help you succeed in this role

• Strong verbal and written communication and interpersonal skills
• Demonstrated ability to confidently interact with and influence stakeholders
• Excellent relationship building skills
• Ability to influence and collaborate to drive results
• Strategic thinker, creative in approach
• Understanding of CRM and reporting systems such as Salesforce, Adobe, Tableau and proficiency in PowerPoint and Excel
• Strong project management skills, with the ability to multi-task and prioritize>
• Fluency in English

Education & Preferred Qualifications

• Minimum 10 years of relevant marketing experience; previous financial services or product marketing experience preferred
• Familiarity with equity markets and sectors, portfolio construction principles, and the ETF structure
• Experience and/or interest in the investing and financial services industry

About State Street
What we do.
State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow.
We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility.
We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at

Job ID: R-

Job Duties

• Assist in conducting research on fixed income investments, including but not limited to market trend analysis, bond pricing, and interest rate forecasting.
• Provide professional marketing support to potential clients, including preparing investment proposals and market analysis reports.
• Participate in the design and development of fixed income-related financial products, ensuring products meet market demands and regulatory requirements.
• Handle daily fund operations, including capital allocation and liquidity management.

Requirements

• Bachelor degree holder in Finance, Economics, Mathematics, or related fields preferred.
• At least three years' experience in fixed income, with a background in public funds, asset management companies, or investment banks preferred.
• Proficient in data analysis software such as Python and R, capable of using these tools for complex data analysis and model building.
• Solid experience in credit research, able to conduct in-depth credit analysis and risk assessment of bond issuers.
• Solid knowledge in finance and quantitative analysis, familiar with various financial instruments and trading strategies in the fixed income market.
• Proficient in English and Chinese (Mandarin) is necessary, strong Chinese writing skill is highly preferred.

We offer competitive remuneration packages to the successful candidates. Interested candidates may send your detailed resume with current & expected salary and availability.

All information collected will be kept in strict confidence and will be used for recruitment purpose only.

Job description

Some careers have more impact than others.

If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

We are currently seeking a high caliber professional to join our team as Chief Operating Officer, Hang Seng Investment Management Limited, reporting to Chief Executive, Hang Seng Investment Management Limited.

Principal responsibilities

• Accountable to HSVM CEO, providing leadership in the execution of high priority programmes and growth opportunities across the given remit in collaboration with businesses through effective prioritisation and implementation of transformation activities
• Has overall responsibility for managing and ensuring the operational efficiency, continuity and resilience of the internal operations and technology
• Identify opportunities for process optimization and implement best practices across the organisation.
• Where the performance of a function for which a COO is responsible is outsourced (including internal outsourcing through the Service Company), the COO is responsible for ensuring that outsourcing is appropriate and can be properly overseen. The COO will undertake this responsibility within the matrix structure of the HSBC Group and through the building and leveraging of the Vendor Management Capability overseeing Service Company delivery
• Provide management oversight and governance in compliance with Group policies and processes to align operational initiatives with overall business strategies
• Achieve and sustain compliance with Global Financial Crime Compliance policies and procedures through implementation of Anti-money Laundering / Sanctions policies and Global Standards
• Have joint accountability with HSVM CEO, MIC and OpCo members for ensuring compliance with all local regulatory and legal requirements
• Identify and mitigate operational risks, ensuring compliance with regulatory requirements and internal policies.
• Lead and mentor the COO team, fostering a culture of collaboration and high performance.
• Oversee the operational budget, ensuring effective allocation of resources and cost control measures
• Drive the adoption of technology solutions to enhance operational efficiency and business needs
• Serves as a key point of contact for internal and external stakeholders regarding operational matters

Requirements

• University graduates with proven experience in a relevant role in asset management or fund management company, with proved substantial experience in senior management role.
• Capability in ensuring optimum execution of the operational strategy from an asset management business capability perspective.
• Excellent communication and inter-personal skills, with experience of dealing with executives at all levels
• Ability to develop practical, cost effective solutions to complex issues within asset management business.
• Experience of creating, leading and motivating a team.
• Experience of interpreting and analysing a large volume of information and / or data and provide succinct summary for management.
• Experience of working within a matrixed environment including local and international offices.
• Ability to lead change in contributing to joining up with the other teams in Operations and Business
• In-depth knowledge of industry regulations, compliance requirements and risk management practices
• Experience in managing complex projects and initiatives with a focus in driving results
• Familiarity with asset management software and technology solutions that enhance operational efficiency

You'll achieve more when you join Hang Seng Bank Limited.

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Issued by Hang Seng Bank Limited

Due to expansion, this leading investment management company is hiring an additional legal counsel to support their APAC regional legal work including:

• Negotiating, reviewing and drafting investment management/distribution agreements
• Fund formation including setting up Hong Kong domiciled SFC authorised funds and China QDLP funds

To qualify, you should have the following qualifications and experience:

• 5-10 years PQE gained with the funds practice of a leading international law firm, in-house experience with an investment management/fund house would be ideal
• Experienced with legal and regulatory matters relating to asset managers in the APAC region including in negotiating investment management and distribution agreements and fund formation
• Experience of setting up HK domiciled SFC-authorised funds and China QDLP funds is preferred
• Fluency in English, Cantonese and Mandarin is essential
• Collaborative and team player is sought

How to Apply:

Upload your CV by clicking "Apply" on this page or get in touch with Annie Tang ) for a confidential discussion on this and other roles.

(Confidentiality assured. All inquiries handled by Star Anise Legal, Hong Kong's leading legal recruitment specialist.)