Epicareer Might not Working Properly
Learn More
Y

INVESTMENT CO-ORDINATOR

Salary undisclosed

Checking job availability...

Original
Simplified
Job Summary: The Investment Coordinator is responsible for supporting investment operations, conducting market research, and coordinating with clients and stakeholders. This role requires strong analytical skills, financial knowledge, and effective communication to handle overseas clients and investment activities. Responsibilities: 1. Assist in managing investment portfolios and financial transactions. 2. Conduct market research and analyze investment opportunities. 3. Prepare reports, presentations, and financial summaries for stakeholders. 4. Coordinate meetings, documentation, and communications with investors. 5. Monitor market trends and provide insights for investment strategies. 6. Ensure compliance with financial regulations and company policies. 7. Liaise with overseas clients, partners, and financial institutions. 8. Support senior investment managers in executing investment plans. Requirements: • Education: Bachelor’s degree in Finance, Business, Economics, or a related field. • Experience: Prior experience in investment, finance, or related industries is preferred. • Skills: • Strong knowledge of financial markets and investment principles. • Excellent research, analytical, and problem-solving skills. • Ability to work with numbers and financial data. • Proficiency in Mandarin (spoken and written) to liaise with overseas clients.