LEADWAY ASSET MANAGEMENT CO. LTD. 

JOB OBJECTIVE 

The holder will adopt a consultative approach within Leadway’s associated companies, Portfolio Managers and Client Advisors to provide insight across all global asset classes and product types including individual securities, mutual funds, ETFs, direct private investments, real estate. 

DIMENSIONS OF THE JOB: 

A career in investment research at our firm demands a commitment to excellence and a passion for the markets as well as the highest level of integrity. 

PRIMARY FUNCTIONS 
 

1. Financial Statement Analysis and Modeling – working knowledge of income statement, balance sheet and cash flow statement. The holder will be responsible for collecting market data & trend-spotting on various classes of security instruments, and their transformation into actionable information through fundamental, technical, and quantitative analysis,
2. Communicate investment ideas and themes that meet investment objectives in periodic research notes with the aim of supporting investment decision-making by both internal and external clientele 
3. Carry out company visits, management meetings and other field work necessary to gather information and build robust library of company financial spreadsheets. Modeling sophisticated financial instruments to determine value and Completing complex analytical projects
4. Support Associated Companies: Develop customized marketing documents, and research for the purpose of sales pitches to prospective institutional clients. The Position Holder is also expected to actively participate in firmwide initiatives. \Product Development: Contribute to the creation, or modification the company’s product offerings with the objective of providing new or additional benefits to customers, as well as enhancing the company’s competitiveness and market dominance.  

KEY RESULT AREAS-JOB OUTPUT (List the expected end results that must be achieved in order to fulfill the job purpose) 

TASKS AND ACTIVITIES KRA’S (What are the key activities undertaken to achieve the desired end results?) 

• Ability to create and produce high quality compelling arguments to support developed investment views 

• Ability to communicate complex ideas simply 
• Excellent communications skills for written, verbal and presentation 

• Proven ability to resolve complex client investment objectives, constraints and preferences 

• Ability to think outside the box 

• Constantly look out and spot investment opportunities 
• Ensure a rewarding investment income is made to exceed budget 

• Support sales team in winning new business 
• Ensure sales team is fully equipped with materials for sales 

• A Bachelor’s degree in a quantitative subject with Second class upper 
• A professional qualification of CFA or a masters degree in a related finance course would be beneficial 
• Ability to articulate an opinion and present ideas in a concise manner both orally and in written formAbility to multi-task in a highly visible fast-paced and team-oriented environment  
• Excellent knowledge of Bloomberg, FactSet or any data analytics suit.   
• MS skills and exposure to investment software 

• Minimum of 3 years in investment research 

• Strong analytical and problem solving skills. 
• Ability to deal with ambiguity, tight timelines, multiple priorities, and demanding customers, in a fast-moving, constantly changing environment. 
• High degree of professionalism, maturity and confidentiality. 
• Very good interpersonal and presentation skills. 

• Strong People skills- Building Collaborative Relationships, Highly developed, demonstrated teamwork skills. 

• Oral and written interpersonal skills. 

• Creative, forward thinking.