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Meta Elephant Capital Always Seeking Experienced and Innovative Professionals with Teamwork Spirit
Meta Elephant Capital believes that a diverse team with complementary strengths is critical to our success. We provide a superior platform to leverage your knowledge and networks. If you are innovative and competitive professionals who want to advance your career in finance, please follow and learn about our job updates. We invite you to be part of our innovative and dynamic team.
TO APPLY PLEASE FORWARD RESUMES TO INFO@METAEGH.COM
Responsibilities:
- Focus on equity research on TMT, AI, EV and other innovative high-tech sectors (mainly on U.S. listed stocks).
- Build fundamental equity valuation models from scratch.
- Participate in earnings calls and investor conferences; formulate earnings forecast and valuation judgement for targeted companies.
- Closely monitor the macro-economic situations and industry trends for covered sectors/companies; prepare industry reports, company updates, and investment memos.
- Provide investment recommendations and assist in formulating investment strategy and asset allocation.
- Assist in portfolio management and other various thematic research.
Requirements:
- At least 4 years solid experiences in equity research and/or portfolio management, ideally covering stocks in high-tech and innovation sectors; candidates with experience with top investment banks or asset management firms are preferred.
- Innovative mindset, logical thinking, with strong team spirit, excellent communication and coordination skills.
- Good knowledge of finance and data analysis ability, familiar with Bloomberg and other related financial platforms.
- Maintains integrity at all times.
- Can communicate effectively while under pressure.
- Fluent in English and Mandarin, both written and verbal.
Job Highlights
- Portfolio management; FoF
- Proven track record
- Flexible investment strategy
Job Description
We’re hiring for Portfolio Managers to manage Group’s proprietary accounts, which primarily invest across a broad array of global assets including U.S. equities, bonds, and commodities. Outstanding PMs with solid track records are welcome to apply.
Experienced money managers who are accomplished in fund of funds (FoF) are also welcomed.
Responsibilities:
- Independently managing discretionary mandates and generating profit in your book; flexible investment strategies.
- Be responsible for risk management, P&L monitoring, performance attribution, and scenario analysis of portfolio holding.
- Implementing portfolio strategy, risk monitoring and mandate compliance.
- Supervise investment analysts and collaborate with the Management to translate research insights into investment decisions.
Requirements:
- Proven experience/record of successful trading and P&L generation on the sell-side or buy-side is a MUST.
- University degree in Math, Science, Finance, or Economics is a plus.
- Clearly defined scalable strategy and investment process.
- Maintain integrity at all times.
- Can communicate effectively while under pressure.
- Strong risk management skills.
- Chinese and English proficiency.
- Team player with flexible mindset and interpersonal skills.
Job Responsibilities
- Acquire new HNW/UHNW clients and solicit business opportunities to expand firm’s AUM
- Identify clients needs, develop proper investment strategies and take lead in active management of current HNW/UHNW clients
- Working closely with our EAM partners, including private banks, brokers, insurance firms, and other private wealth management service providers, to provide clients with professional diversified asset allocation strategies and global wealth management services
- Develop proper marketing strategies designed to generate revenue growth and to expand clientele base
- Promote long term client relationships and enhance the company’s value proposition
Qualifications
- At least 8 years of experience in relationship management within the private banking or wealth management sector
- Established client base with existing transferrable AUM is a MUST
- Strong acquisition and selling skills and solid track record in developing relationships with customers
- Solid track record in asset development, asset growth and revenue generation
- Strong client service and problem-solving mentality
- Fluent in English and Chinese
Job Responsibilities:
- Responsible for making investment decisions and risk management for company’s EAM team, investment products including but not limited to stocks, funds, fixed income, structured products, etc.
- Maintain close cooperation with external asset management (EAM) private banking partners, provide EAM clients with asset allocation and investment advice, risk management, and mandate compliance
- Lead EAM team to develop and implement wealth management strategies, to strengthen existing client relationships, and expanding company AUM
- Work closely with relationship managers to deliver investment ideas and update investment strategies to current and potential clients regularly
- Create appropriate marketing strategies to generate revenue growth and help to acquire new customers
- Coordinate with internal investment departments to update company investment products, assist the Management in formulating the company’s business strategy
Qualifications:
- Strong academic background in finance, economics, or investment
- Familiar with EAM services, solid knowledge of private banking investment and wealth management products, highly experienced in investment and wealth management for HNWI or UHNWI
- Must have a solid track record of successful investment management or investment decision-making experience (5+ years)
- Good communication and coordination ability, detail-oriented, good team spirit, multitasking, able to work independently
- Fluent in Chinese (Mandarin is a must), and English, both written and spoken
- SFC RO license (Type 4 & 9) is a plus