Intern, Investment Services

Please note that this is a 6 months full time onsite internship starting in mid October 2026.

Key Accountabilities

• Update of marketing presentations
• Coordinate Weekly Investment meetings / Daily market wraps / Advisory dailies etc
• Maintain ongoing due diligence on securities in DPM portfolios
• Update of factsheets for the securities.
• Assist in development of some IT tools to automate the DPM trade process.
• Provide fund-related admin support.
• Assist advisory team in preparation of portfolio review presentations
• Assist advisory team in corporate actions
• Assist with translating documents and materials from English to Chinese
• Ensure translations are clear and accurate
• Support internal teams by providing Chinese versions of English content for communication, reporting and presentations.

Competencies / Experience

• Undergraduate, with a keen interest in the Private Banking industry.
• Major in Finance or Economics related course.
• Attention to details, with strong analytical skills
• Ability to multi-task and problem solve
• Expertise in handling MS Office applications (PowerPoint and excel)
• Strong interpersonal skills, with great teamwork spirit
• Strong proficiency in both English and Chinese (written and verbal) to handle translation responsibilities