Job Highlights
- Prepare investment reports and commentaries
- 3 yrs+ of investment and financial analysis exp
- Ad hoc tasks assigned by portfolio managers
Conning is a leading global investment management firm with a long history of serving the insurance industry.
We develop customized investment strategies that address our clients’ unique objectives, requirements and tolerance for risk. We develop solutions by leveraging Conning’s risk management tools and utilizing a highly disciplined investment process that relies on fundamental analysis.
Key Responsibilities
- Support multi asset portfolio managers in portfolio management, including market surveillance, portfolio construction, active monitoring and investment analysis of portfolio holdings.
- Prepare investment reports and commentaries.
- Prepare documentation for decision making of Investment Committee and investment process.
- Follow and report on market-moving news flow within assigned areas on a timely basis.
- Ad hoc tasks assigned by portfolio managers.
Requirements
- Bachelor’s degree with good knowledge of economic 101.
- Previous sell side or buy side analyst background is a plus;
- Consumer and software industry background is a plus.
- 3 years+ of investment and financial analysis experience.
- Excellent written and verbal English communication skills to work in a multi-cultural environment. Mandarin language skills are a plus.
- Proficient user of Microsoft Office, Bloomberg and Bloomberg Excel.
Personal Attributes
- Independent thinkers who are risk takers;
- Self motivated investors with ability to learn from mistake;
- Organized thought-process, strong initiative and ownership of the quality of deliverables.
- Strong time management skills and ability to multi-task in fast-paced working environment.
- Strong personal integrity, professional work ethics and good teammate.
Commitment to Diversity, Equity and Inclusion
Conning is an equal opportunity employer. Our company embraces the principles of diversity, equity and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued. We provide reasonable accommodations to those who need them.
If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
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