Head of Equity Advisory Asia

Job Purpose:

  • Manage and coordinate regional equity advisory teams in Hong Kong and Singapore on day-to-day client services and equity idea generations
  • Guarantee best quality of investment ideas / desk notes / recommended lists / publications
  • Manage and monitor Asia IS base and ensure optimum equity coverage according to client needs in Asia
  • Revamp together with HO the global IS base content to fulfil the Asian requirement
  • Contribute actively to investment committees and internal presentations
  • Regularly meet and speak to active and large clients
  • When relevant and required: participate in conferences / speak to the press and in social networks
  • Comply with equity research due diligence and recommendation procedures in line with WM charter, relevant policies and procedures and local regulations
  • Review and validate investment ideas / research generated from the team
  • Conduct staff appraisal and performance review
  • Handle regulatory, permanent control, and compliance enquiries.

Your Responsibilities:

  • Equity Advisory role (self and team)
  • Formulate global equity and ETFs investment strategies and construct recommendation lists based on different thematic and investment strategies in line with CIO view
  • Actively promote both cash equity and equity derivative ideas to achieve annual revenue targets
  • Regularly broadcast actionable investment ideas and views / alerts when necessary
  • Ensure market overviews are completed every day before 9am
  • Contribute to each weekly Investment Assembly
  • Coordinate the participation to Market Meetings when required and necessary
  • Contribute on a daily basis to Top Ideas in Asia Investment Toolbox
  • Meet regularly with external Equity Research providers for product strategy and stock selections.
  • Work with Chief Investment Advisor Network to formulate macro, sector, and asset allocation strategies
  • Work with equity research team in Europe to manage internal database and research validations.
  • Work with mutual funds advisory team in Europe to manage and formulate ETF selection criterions and conduct regular reviews
  • Conduct data mining analysis to identify research gaps versus demand
  • Participate actively in Weekly Investment Committee with up-to-date investment ideas / market intelligence
  • Contribute to EQD investment strategy and ides generation
  • Work with KCG and IBA on cornerstone investment in IPOs / private placements
  • Client Servicing
  • Meet relevant clients at FO request to present global investment strategy / stock ideas
  • Contribute to investment recommendations and presentations to relevant clients at FO request
  • Handle daily ad-hoc request from RMs / clients when relevant
  • Conduct regular presentations / internal training to RMs and ICs.
  • Organize investment presentations by other 3rd-party fund houses / research providers.

Skills and Qualifications:

  • Follow the general guidelines of the Bank and Management policies
  • Inform and escalate issues to management regarding irregularities and incidents.
  • Maintain proper audit trails
  • Excellent knowledge on global equity markets
  • Data-mining, financial modeling, experiences in managing buy-side / sell-side equity research teams.

Source: for more information click here.

More Information

  • Experience 7-10 Years
  • This job has expired!
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Company Information
  • Specialism Index Providers, Liquidity Providers
  • Address 16, boulevard des Italiens Paris, 75009 France
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