投资组合经理

Olive Asset Management
US
Remote

Why this role

Pace
Fast Paced
The job requires a fast-paced environment, as the portfolio manager must continuously monitor and adjust investment strategies based on market dynamics and new data insights.
Collaboration
High
Collaboration is a key aspect of the role, as the portfolio manager works closely with the research team to translate findings into actionable investment strategies.
Autonomy
High
The portfolio manager operates with a high degree of autonomy, making independent decisions on asset allocation and portfolio adjustments.
Decision Impact
Team
Decisions made by the portfolio manager can significantly impact the performance of investment portfolios, requiring a strong analytical mindset and systematic approach.
Role Level
Team Lead
The complexity of the role lies in the integration of AI tools into investment workflows and the need to generate market insights and strategy views, which requires a deep understanding of global markets and quantitative methods.

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • successful management of multi-asset portfolios
  • enhanced investment decision-making
Typical background
5-10 years of investment experiencestrong data and modeling skills

Transferable backgrounds

  • Coming from quantitative analyst at a financial firm
    quantitative analysis · systematic investment approach
    The experience in quantitative analysis and systematic investment approaches directly aligns with the role's requirements for managing multi-asset portfolios and applying quantitative methods in investment decisions.
  • Coming from data scientist in a tech startup
    AI integration · data modeling
    A background in AI and data modeling can be seamlessly transferred to this role, where the portfolio manager is expected to integrate AI tools into investment workflows and utilize data analysis for decision-making.

Skills & requirements

Required

Investment ExperienceData AnalysisQuantitative MethodsPythonExcelBloombergAI ToolsCommunicationTeamwork

Preferred

CFA QualificationETF ExperienceFOF ExperienceAsset Allocation Experience

Stack & domain

PythonExcelBloombergCommunicationTeamworkCFAFinance

About the role

This role involves a dynamic blend of quantitative analysis and strategic decision-making, ideal for a data-driven professional with a knack for integrating AI into investment processes and a proven track record in managing multi-asset portfolios.

Original posting from Olive Asset Management via LinkedIn

About the Role | 岗位概述

We are looking for a data-driven Portfolio Manager with strong AI and quantitative capabilities to manage multi-asset portfolios and enhance investment decision-making.

我们正在寻找一位具备AI与量化能力的数据驱动型投资经理，负责多资产组合管理及投资决策优化。

Key Responsibilities | 核心职责

  • Manage investment portfolios across asset classes (equities, fixed income, ETF, etc.)
  • 负责多资产组合管理（股票、固收、ETF等）
  • Conduct asset allocation and dynamic portfolio adjustments
  • 进行资产配置及动态调整
  • Build and optimize portfolios (construction, backtesting, risk control)
  • 负责组合构建、回测及风险控制
  • Apply data analysis and quantitative methods in investment decisions
  • 运用数据分析及量化方法优化投资决策
  • Integrate AI tools into investment workflows
  • 推动AI在投资流程中的应用
  • Generate market insights and strategy views
  • 输出市场观点及策略建议
  • Collaborate with research team to translate research into strategies
  • 与研究团队协同，将研究转化为投资策略
  • Support client communication and presentations
  • 支持客户沟通及路演

Requirements | 任职要求

  • 5–10 years of investment experience with portfolio track record
  • 5–10年投资经验，具备实际组合管理经验
  • Strong data and modeling skills (Python, Excel, Bloomberg, etc.)
  • 具备数据分析及建模能力（Python、Excel、Bloomberg等）
  • Quantitative mindset with systematic investment approach
  • 具备量化思维及系统化投资方法
  • Familiar with global markets (US / HK / macro assets)
  • 熟悉全球市场（美股 / 港股 / 宏观资产等）
  • Experience in applying AI in investment is a strong plus
  • 有AI在投资中的实际应用经验优先
  • Clear investment logic and stable methodology
  • 投资逻辑清晰，方法论稳定
  • Strong communication and teamwork skills
  • 具备良好的沟通能力及团队协作能力
  • ETF / FOF / asset allocation experience preferred
  • 有ETF、FOF或资产配置经验优先
  • CFA or equivalent qualification preferred
  • 持有CFA或相关资格优先

Source: Olive Asset Management careers (LinkedIn)

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