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