Job description

Leading Regional Private Bank
Great Remuneration Package
Great Exposure

company overview.
This leading Regional Private Bank is looking for seasoned investment talent focusing on product due diligence to join their team, you will be reporting directly to the CIO joining a team of 5. Great working culture and great remuneration package are provided.

job scope.
As the Product Due Diligence Specialist in a Leading Regional Private Bank, your key responsibility will be to:

Conduct comprehensive due diligence on mutual funds, ETFs, and fixed income products, assessing their performance, risk profiles/ ratings, and investment strategies.
Analyze product documentation, including prospectuses, fact sheets, and regulatory filings, to ensure compliance with industry standards.
Collaborate with investment teams to evaluate new product offerings and assess their suitability for client portfolios.
Prepare detailed reports and presentations summarizing due diligence findings and recommendations for internal stakeholders.
Monitor ongoing product performance and market conditions to identify potential risks and opportunities.
Maintain strong relationships with product providers and industry experts to stay informed about market trends and developments.
Participate in the development and enhancement of due diligence frameworks and processes.
Ad-hoc analysis and/or data collection per the current bank process compared with the regulatory requirements

requirements.

Bachelor’s degree in Finance, Economics, or a related field; advanced degree or CFA designation is a plus.
Proven experience in product due diligence, investment analysis, or a related role within a private bank or financial institution.
Strong understanding of mutual funds, ETFs, and fixed income products, including their structures, risks, and performance metrics.
Excellent analytical and quantitative skills, with proficiency in financial modeling and data analysis.
Strong written and verbal communication skills, with the ability to present complex information clearly and concisely.
Detail-oriented with a commitment to delivering high-quality work within tight deadlines.
Ability to work independently and collaboratively in a fast-paced environment.

If you believe you meet the above requirements and have the passion and drive to excel in this role, we invite you to submit your application. We apologies that only shortlisted candidates will be contacted. Please click the 'Apply' button below or send through your most updated CV to cchen@captarpartners.com. We apologies that only shortlisted candidates will be contacted.

Still considering? Contact Cathleen Chen on +852 3653 5247 for confidential discussion about it, we are always happy to help.