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Assist the team in different aspects of investment operation work to ensure the smooth completion of various investment transaction
Assist the team in daily client investment report, keep proper investment transaction records, monitor bond ratings, asset price changes and stock suspensions etc.
Assist the team in maintaining the investment trading system and parameter settings. Give proper amendment as needed and keep records of all system settings
Maintain and keep record of good investment transaction information, Process daily investment portfolio related reports and customers report.
Assist the investment manager in connecting with the company’s team, including dealing with transaction issues, cash management and cash flow processing.
Handle tasks assigned by superiors
Requirements
Tertiary education or above in Financial / Accounting/ Economics or related subjects
Minimum 2 years' relevant working experience (Banking or Non-banking)
Familiar with trading platform operations such as Bloomberg AIM
Proficient in MS Office applications (Excel, PowerPoint, etc.)
Excellent communication and presentation skills with good command of spoken and written English and Chinese including Putonghua and Cantonese.
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