EDPS Logo

EA Licence No. 78592

About Us

Our Services

Staff Hub

Contact Us

Job Seeker
Enter a Job Title or Position for suitable Job

Latest

Investment Product Specalist

Reference Number:

JL093025

Job Highlight

  • Drive AUM growth through market intelligence and strategic product development.
  • Report to the Head of Products & Marketing, collaborating with sales, distribution, and portfolio management teams.
  • Support the creation and rollout of investment products tailored to diverse investor needs.

Job Nature

This Investment Research Analyst role is a strategic, fast-paced position focused on driving AUM growth through market intelligence, product development, and sales support, requiring strong analytical, communication, and collaborative skills to innovate investment solutions and meet diverse investor needs.


Job Description

  • Continuously evaluate market trends, regulatory updates, and policy shifts to identify opportunities and risks.
  • Collect and analyze feedback from distribution channels and clients to understand product demands and preferences.
  • Deliver actionable recommendations to guide the team in refining existing products and launching new offerings.
  • Create comprehensive product profiles, detailing positioning, risk/return characteristics, liquidity, fee structures, asset classes, and operational needs.
  • Collaborate closely with the Compliance Team to address legal and regulatory requirements, while partnering with portfolio managers to align on product strategies and objectives.
  • Provide training and knowledge-sharing sessions to the internal sales and distribution teams, highlighting product features and investment strategies to boost sales performance.
  • Participate in key client meetings, delivering technical expertise and engaging presentations to strengthen sales proposals.
  • Support the preparation of responses to Due Diligence Questionnaires (DDQs).

Job Requirement

  • Preferably a CFA charterholder with a degree in Finance, Economics, Financial Engineering, or a related discipline.
  • 3–5 years of experience in investment product analysis, management, or a comparable role within the asset management sector, with regional exposure.
  • Expertise in financial modeling, product assessment, and a deep understanding of various asset classes, pricing strategies, portfolio construction, regulatory environments, and cross-border fund frameworks (e.g., Mutual Recognition of Funds). Familiarity with fund products such as mutual funds, money market funds, Fund of Funds (FOF), ETFs, digital investment solutions, and seasonal offerings.
  • Strong communication skills, both written and verbal, with the ability to simplify complex investment concepts for diverse stakeholders.
  • Self-driven, proactive, and able to thrive independently in a dynamic, fast-paced setting.
Back to Top
Apply
EDPS Logo

EDPS

EDPS Systems Limited EDPS 電腦系統有限公司 EA Licence No. 78592

© Copyright of EDPS Systems Limited 2025. All Rights Reserved.