Investment Strategist

2 days ago


กรงเทพมหานคร, Thailand Principal Financial Group Full time

**Responsibilities**:
**Your day will be filled with**
- Formulate investment view and analysis on various investment products, and to provide recommendations to management on new products.
- Screen offshore funds using both quantitative and qualitative criteria and conduct in-depth analysis of the short-listed funds to ensure a competitive fund selection and successful fund launch.
- Liaise with various foreign asset managers from various types of asset class categories.
- Coordinate with various departments within the company, as well as Principal's regional and global offices throughout the product development stages.
- Oversee presentation materials and related training documents for sales, marketing, distribution clients, and provide any requested data and information.
- Monitor existing fund performances and competitiveness and provide a review of existing product to ensure competitiveness within the industry.
- Provide reports on assigned markets and products in a timely manner.
- Perform other related tasks and special projects that may be required.

Qualifications:

- Bachelor’s degree or higher in Finance, Investments, Economics, Business, or related fields.
- 1 - 3 years working experiences in investment products.
- Single License is required.
- CFA, CFP, or Analyst License is preferred.
- Fund manager license is a plus.
- Ability to work effectively under pressure and deadlines.
- Comprehensive understanding on the global investment landscape from both top-down and bottom-up framework.
- Excellent written and verbal communication in both Thai and English.
- Proficiency in Microsoft Office, especially in Advanced Excel and PowerPoint, Bloomberg Terminal, Morningstar Direct.


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