Level

RBC

Alternative Investments and Funds Specialist, Global Manager Research Asia

RBC is hiring an Alternative Investments and Funds Specialist, Global Manager Research Asia in Hong Kong, Hong Kong SAR China. Level rates it ; you can apply on RBC.

Level's read on this job

  • Level rates this role Little AI ●○○○: aI is not part of the work.
  • Tools and skills the posting cites include Morningstar, Microsoft Office and Avaloq.
  • Level classifies it as a senior role.
  • Level lists 863 other open roles at RBC.
  • The role was posted within the past week.

AI in this role

Alternative Investments Specialist will manage hedge funds and private market products within private banking platforms.

morningstarmicrosoft-officeavaloq
alternative-investmentsdue-diligencefund-managementproduct-management

Job Description

What is the opportunity?

As the Alternative Investments and Funds Specialist, Global Manager Research Asia, you will be responsible for product development and management activities supporting the Managed Solutions programs and platforms within the Private Banking channels across Asia, with a focus on Hedge Funds, Private Markets, and Alternative Strategies.

 

 

What will you do?

  • Take the lead in managing the product line with primary focus on Hedge Funds, Private Markets, and other Alternative Strategies, plus secondary focus on Mutual Funds
  • Evaluate, prioritise, and plan development of managed products platform in Asia
  • Lead investment due diligence for funds to be included in the approved list following the RBC manager selection approach
  • Generate ideas and conduct research on products relevant for clients in Asia
  • Implement new products and enhancements to existing products, coordinating across systems, marketing, legal, compliance, and communication strategies
  • Execute vendor contracts, negotiations, and develop strong relationships with product vendors to enhance service quality
  • Act as liaison to various functional teams in product-related matters and provide administrative support for projects
  • Enable sales of managed products to Relationship Managers and clients through marketing collateral, training programs, and educational campaigns
  • Conduct quantitative analysis of product profitability, asset growth, revenue, expense, market share, and program features
  • Proactively communicate with Relationship Managers to understand needs and continuously improve materials, tools, and programs

 

What do you need to succeed?

Must-have

  • Bachelor’s degree (BA/BS) in Business, Finance, or Marketing
  • 7–10 years’ experience in securities or financial markets, specifically with manager due diligence expertise
  • Proficient understanding of Hedge Funds, Private Markets, and other Alternative Strategies as well as Mutual Funds
  • Product advisory experience (internal and external) is required
  • Strong oral and written communication skills in English and Chinese (Cantonese and Mandarin)
  • Excellent project management and organizational skills with good understanding of technology, operational, sales, and marketing issues
  • Ability to work collaboratively as part of a team and balance multiple projects
  • Proficient with Morningstar and Microsoft Office, or ability to learn these systems

 

Nice-to-have

  • Working knowledge of Avaloq banking system
  • Advanced qualifications (MBA, MA, MS)

 

This position is subject to the Mandatory Reference Check Scheme (MRCS). MRCS is a standardized reference-checking arrangement by requesting the individual's information from each relevant former and current employers (Authorized Institutions under the supervision of the Hong Kong Monetary Authority) covering the preceding seven years prior to the application for this position. For more details, please refer to Frequently Asked Questions for In-Scope Individuals.

 

What’s in it for you?

We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards Program including bonuses and competitive compensation
  • Leaders who support your development through coaching and managing opportunities
  • Opportunities to work with the best in the field
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • A world-class training program in financial services

 

Agency Notice

RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pays fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

Job Skills

Communication, Critical Thinking, Detail-Oriented, Financial Planning and Analysis (FP&A), Financial Regulation, Fund Analysis, Interpersonal Relationship Management, Personal Development, Personal Initiative, Quantitative Methods

Additional Job Details

Address:

979 KING'S ROAD:HONG KONG

City:

Hong Kong

Country:

Hong Kong

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-20

Application Deadline:

2026-11-20

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

How we rate this

Alternative Investments and Funds Specialist, Global Manager Research Asia at RBC rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

  1. ●●●● Builds AI80 to 100
  2. ●●●○ Works on AI60 to 79
  3. ●●○○ Uses AI40 to 59
  4. ●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

Prepare for this job

Built from this posting and from similar jobs on Level.

Skills and AI tools this role asks for

Alternative InvestmentsDue DiligenceFund ManagementProduct ManagementMorningstarMicrosoft OfficeAvaloq

Questions you could be asked

  1. Tell me about a project where alternative investments was part of your work. What did you do?
  2. Tell me about a project where due diligence was part of your work. What did you do?
  3. Tell me about a project where fund management was part of your work. What did you do?
  4. Tell me about a project where product management was part of your work. What did you do?
  5. Walk me through how you've used Morningstar in your day-to-day work.

Adapt your resume

  • List these exact terms on your resume: Alternative Investments, Due Diligence, Fund Management, Product Management, and Morningstar. An applicant tracking system matches the wording, not the idea.
  • Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.

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