Our Investment Department seeks a high-caliber candidate to support portfolio operations, research, and client communications in global equity portfolios. This role combines operational excellence with analytical contributions to drive investment decisions.
Responsibilities
Portfolio Management & Risk and Compliance
- Maintain daily portfolio profiles, trade records, cash monitoring, corporate actions, ESG/non-benchmark reporting, and P&L analysis.
- Monitor risk parameters daily and ensure compliance with investment guidelines and regulations.
- Support portfolio construction, rebalancing, stock screening, company due-diligence, and pre-/post-trade process.
- Liaise with internal teams including Fund Administration, Risk and Compliance to handle fund matters and workflow enhancements.
Investment Research & Analysis
- Evaluate portfolio risk profiles and style factors to identify potential alpha/ beta opportunities and risks.
- Deliver macro/market updates, build dashboards, develop factor-scoring models, and conduct ad-hoc analysis.
- Conduct quantitative/qualitative research and provide insights for investment strategy and implementation.
Marketing & Client Communications
- Collaborate with sales/marketing team on client meetings and materials.
- Prepare market updates, commentaries, factsheets, and presentations for meetings/seminars.
Requirements
- Bachelor’s degree or above in a quantitative or related field, a Master’s degree is a plus.
- CFA/FRM qualification.
- Minimum 10 years of relevant work experience on portfolio management or systematic strategy development in equity markets. (Candidates with less experience but outstanding potential will be considered for a more junior title.)
- Proficiency in Python (preferred) or R for data analysis, modeling, and backtesting.
- Strong working knowledge of Blackrock Aladdin, Bloomberg, and FactSet.
- Solid understanding of global financial markets, macroeconomic principles, and factor investing.
- Fluent in English and Chinese (Cantonese and/or Mandarin) with the ability to explain complex concepts clearly to a non-technical audience.
- A self-motivated team player with a positive attitude, sharp attention to detail, intellectual integrity, and the ability to work both independently and collaboratively in a fast-paced, high-stakes environment.
We offer competitive remuneration package and comprehensive fringe benefit to the right candidates. Interested parties please submit your application by clicking “Quick Apply” .
All information received will be treated in strict confidence and only be used for recruitment related purpose. Candidates who are not being contacted within two months may consider their applications unsuccessful. Unsuccessful applications will be retained for up to twelve months for further recruitment purposes and will then be destroyed.
Teamwork * Responsibility * Integrity * Performance