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Asset Management career path

From investment objectives to company research, portfolio allocation and stock pitches.

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What does “Featured” mean?

Featured resources have utility and evidence scores of at least 80, a full-text review, checked claims and a next action. Featured listings have a specific programme, open status, deadline, requirements and live official evidence. This describes information completeness, not employer desirability. Other public items remain in the standard collection; original starters are labelled as such.

Roles and official channels

0 specific listings match, sorted by verification time. Verification time is not publication time or a guarantee of current availability. Confirm on the official site before applying.

No specific listing matches. Reset filters, include closed records or use an official recruiting channel below.

Where to check for programmes

These directories and programme descriptions are separate from specific listings. Confirm location, intake and availability after opening them.

Field-specific recruiting information

2 field resources. Standard and featured material appear together by default.

Featured
Public · freeLearning resource

CFA Society Hong Kong — career information

Find public local society information and career development links.

Next action: Review the career development information and check fees before booking any event.

Hong Kong related · Body ReviewedReviewed

Source: cfasocietyhongkong.org

Standard collection
Public · freeLearning resource

Treasury pricing: bill discount, coupon cash flows and explicit model assumptions

Official Treasury pricing reading with distinct bill/coupon/yield scopes. Original scenarios declare settlement,frequency and all cash-flow assumptions.

Learning goals and audience

Suitable for: Readers who meet the stated knowledge prerequisites and want a bounded original explanation of the selected concepts.

Learning goals: Distinguish bill bank-discount360 from coupon/YTM/settlement conventions.; State every cash-flow date,frequency,maturity and settlement assumption before pricing an original coupon scenario.; Explain undated source illustrations and missing duration/convexity scope.

L2 · en · Source practice details on resource page

Next action: Read Bills, then Bonds and Notes. State the scope of the bill bank-discount day basis separately from coupon frequency and discount yield. For original calculations, choose your own inputs and declare settlement, cash-flow dates and complete periods.

Global preparation · Body ReviewedReviewed

Source: treasurydirect.gov

Shared preparation for all fields (6)
Public · freeUniversity resource

CUHK — career planning service overview

Read the public service overview; student services and job portals may require access.

Next action: Check the service list and sign in only to services for which you are eligible.

Hong Kong related · Body ReviewedReviewed

Source: cpdc.osa.cuhk.edu.hk

Public · freeUniversity resource

CityU Business — career preparation hub

Find public career preparation navigation; consultations and portals may require student access.

Next action: Start with the career readiness checklist and check each tool’s access requirements.

Hong Kong related · Body ReviewedReviewed

Source: www.cb.cityu.edu.hk

Public · freeUniversity resource

HKUST — career service overview

Read the public overview of HKUST career support; service eligibility varies.

Next action: Check the service eligibility and use the official centre to find suitable support.

Hong Kong related · Body ReviewedReviewed

Source: career.hkust.edu.hk

Public · freeInterview preparation

AssessmentDay — free learning materials

Read the free assessment learning materials linked from the homepage.

Next action: Use the free numerical or verbal reasoning learning material first.

Global preparation · Body ReviewedReviewed

Source: www.assessmentday.co.uk

Public · freeLearning resource

MIT OpenCourseWare — open course materials

Find public MIT lecture notes, exams and videos without registration.

Next action: Choose one finance or analytics course and work through its first problem set.

Global preparation · Body ReviewedReviewed

Source: ocw.mit.edu

Public · freeInterview preparation

Practice Aptitude Tests — free sample tests

Find free full-length sample tests and worked solutions.

Next action: Take one free test and review the worked solution for every missed question.

Global preparation · Body ReviewedReviewed

Source: www.practiceaptitudetests.com

Find relevant first-hand experience

Matched by this line’s functions, then narrowed by school or background above. Each account keeps its intake and verification badges. Reading an account does not imply access to contact the contributor.

No real public contributor account is available for this line yet. Continue learning and checking roles, or contribute your own experience.

Contribute a real experience →

Learn from the beginning, in sequence

All five levels include a starter explanation, worked example, task and self-check answer. Complete the output before advancing. Existing academy modules are linked for deeper study.

  1. L0

    The buy side and investment process

    Write objectives, horizons, cash needs and loss constraints for two fictional clients.

    Starter · No prerequisite

    Read lesson →
  2. L1

    Returns, compounding and risk

    Calculate a 20% fall followed by a 20% rise, then the gain needed to recover from 80 to 100.

    Starter · Complete L0 first

    Read lesson →
  3. L2

    Company research and valuation

    Use a public annual report to map revenues, two drivers, three risks and a consistently defined valuation table.

    Starter · Complete L1 first

    Read lesson →
  4. L3

    Portfolios, correlation and allocation

    Build a three-asset portfolio with weight and liquidity constraints. Stress two assets falling together.

    Starter · Complete L2 first

    Read lesson →
  5. L4

    Stock pitches and investment memos

    Write a one-page memo and record a three-minute pitch. Explain the likely failure mode and whether the risk fits the mandate.

    Starter · Complete L3 first

    Read lesson →

Connect learning to the application journey

Prepare these stages in parallel where useful. Follow the employer’s actual selection sequence. Every guide includes a task and self-check.