Key Responsibilities
- Develop and dynamically adjust global multi‑asset investment portfolios, including position allocation for US Treasuries, overseas equity indices, bonds, FX derivatives, digital currency products, etc.
- Conduct in-depth research on macroeconomics, industry cycles, market trends and underlying securities; monitor market dynamics and adjust investment strategies and portfolio structure timely to respond to market volatility.
- Lead the investment decision‑making process, independently complete core decisions including target selection, entry/exit timing and position sizing; issue trading instructions and supervise execution.
- Apply portfolio allocation models such as Risk Parity, Mean‑Variance Optimization and Efficient Frontier to conduct portfolio risk measurement, volatility control and drawdown restriction for position adjustment.
- Track fund net asset value (NAV), conduct regular investment reviews, write investment analysis reports, and report investment strategies, holdings and performance to senior management.
- Cooperate with middle and back offices to ensure compliance, risk control, exposure management and duration control, and limit overall portfolio downside risks.
- Participate in product roadshows and investor communications; explain investment strategies and market views to institutional and high‑net‑worth clients, and maintain investor relations.
- Track cutting‑edge investment theories and strategies, continuously optimize investment models, and improve portfolio profitability and risk resilience.
Requirements
- Education: Bachelor’s degree or above in Finance, Economics, Investment, Mathematics or related fields; CFA, CPA, FRM or other professional certifications are a plus.
- Professional License: Must hold or be eligible to hold SFC Type 9 (Asset Management) license; no disciplinary record or bad employment history.
- Experience: Minimum 3 years of practical experience in secondary market securities investment with proven track record;
experience as Investment Manager / Fund Manager in private fund, securities asset management or public fund is preferred.
- Professional Skills: Proficient in secondary market trading rules; solid research and trend judgment capabilities; independent and complete investment strategy system; familiar with various investment instruments and strong risk control awareness.
- Soft Skills: Strong market sensitivity, stress tolerance and decision‑making ability; rigorous, responsible and professional; strictly abide by financial industry compliance and ethics.
- Experience in crypto investment is a plus.
We are a Hong Kong‑headquartered Web3 fintech company , focusing on asset allocation, compliant cross‑border payments, blockchain technology products and fintech infrastructure. We provide compliant, efficient and secure financial services to global institutional and high‑net‑worth clients.