Intern-Investment Department

Key responsibilities Assist with tracking domestic and foreign macroeconomic indicators, monetary policy trends and capital market movements to provide foundational information support for investment decisions Assist with collecting and organising market data for major asset classes (fixed income, equities, alternative investments, etc.) and prepare market tracking daily/weekly reports and data dashboards Assist with maintaining investment research databases and regularly updating key market parameters, industry valuation data and peer comparison information Assist with daily operational management of investment accounts, including account opening coordination, permission setting applications and fund transfer follow-up Assist with tracking portfolio holdings changes, return performance and risk indicators, and verify trade confirmations and settlement data to ensure account accuracy Assist with preparing attribution analysis and performance evaluation drafts for investment portfolios to support regular performance review work Assist with writing monthly investment management reports covering portfolio performance review, market environment analysis, strategy execution and next-stage outlook Assist with preparing briefing materials and data drafts for internal meetings such as investment decision committees and asset-liability management committees Assist with organising investment business data and completing regulatory reports, internal management reports filing, cross-verification and submission work Assist with daily coordination with risk control, compliance, finance and actuarial departments to ensure timely transmission and accurate feedback of investment-related information About you Full-time undergraduate degree or above (Hong Kong part-time master's students also acceptable); current student or recent graduate with legal permission to intern in Hong Kong Background in finance, economics, investment, insurance, financial management or related disciplines preferred Holders of professional qualifications such as CFA or FRM, or those who have passed part of these exams preferred Strong interest in financial markets with good data analysis ability, rigorous logical thinking and strong written expression ability Team collaboration spirit and willingness to learn actively Fluent in English and Chinese (Mandarin and Cantonese) Proficient in Microsoft Office software (Word, Excel and PowerPoint) Familiarity with financial data terminals such as Wind and Bloomberg preferred Able to intern at least 4 days per week