Join Our Dynamic Team as a Product Analyst at Principal Asset Management!

As a Product Analyst, you'll showcase our investment strategies. You'll assist product specialists in providing insightful perspectives to sales and go-to-market teams.

Key Responsibilities

• Facilitate product specialist function for Principal’s investment strategies for the Asia Pacific region. Work closely with sales, product, and portfolio management teams in positioning our global investment capabilities to institutional and wealth distribution channels, with a special focus on Hong Kong’s defined contribution investment only (“DCIO”) and institutional market. Participate in the creation of relevant messages / talking points to support product positioning against the market backdrop and key competitors, including for new product launches. Produce timely and relevant product content for external proposition.
• Conduct competitive strategy and investment product analytics. Research on the investment capabilities of the competitive landscape relevant to our core and focused strategies across the region.
• Product, review and update existing collateral materials highlight competitive edge, including but not limited to one-pagers, sales flyers, pitch books, commentaries and presentations, to support the product specialist team’s support for go-to-market activities. Use timely and market relevant insights to enhance product propositions with up-to-date market views.
• Ensure all investment content is accurate and in compliance with regulatory requirements. Manage compliance sign-off process. Work with asset class marketing team to ensuring product content are delivered in the most professional manner.
• Lead and drive product specialist specific projects. Perform other jobs related duties or special projects as required.

• University graduate with a major in Economics, Finance, or Business preferred.
• At least 2+ years of experience in asset management, investment management, or the finance industry in Hong Kong or the Asia Pacific region.
• Understanding of the asset management industry and investment management needs of wealth and institutional clients in Hong Kong, Singapore, and the broader Asia Pacific region.
• Strong investment competence and an interest in investment markets and fund structures across various asset classes (equities, fixed income, multi-asset). Knowledge of investment research and product performance analysis.
• Proficiency in Excel, Bloomberg, Morningstar Direct, and other financial/investment tools.
• Excellent command of written and spoken English; proficiency in Chinese is an advantage.
• Strong communication and interpersonal skills, diligent with strong numerical and analytical skills. Self-starter and able to work under pressure.
• CFA candidate or holder of other professional qualifications is an advantage.

If you are driven by excellence and ready to help us successfully implement our ambitious goals, we would love to hear from you!