You will play a significant role in managing diversified investment portfolios, developing strategic asset allocation plans, and making investment decision. This role combines deep investment knowledge with strong analytical skills and client relationship management.
Key Responsibilities
- Design and implement asset allocation strategies across equities, fixed income, alternatives, and cash.
- Rebalance portfolios based on market conditions, client objectives, and risk tolerance.
- Conduct market analysis and evaluate macroeconomic trends.
- Identify investment opportunities across asset classes and geographies.
- Monitor portfolio risk exposures and ensure compliance with investment policy statements.
- Apply quantitative and qualitative methods to optimize risk-adjusted returns.
- Communicate portfolio performance and strategy updates to clients regularly.
- Prepare detailed reports, presentations, and recommendations.
- Work closely with research analysts, traders, and senior leadership.
- Coordinate with compliance teams to meet regulatory requirements.
Qualifications
- Proven track record in portfolio management or investment advisory roles.
- 2-5 years of hands-on experience in multi-asset investing and alternative investments.
- Strong analytical and quantitative abilities.
- Proficiency in portfolio management tools and financial modelling.
- Bachelors degree in Finance, Economics, or related field.
- Excellent client engagement and communication skills in English and Cantonese/Mandarin.
If youd like to learn more about this role or explore other opportunities, lets connect today via WhatsApp or WeChat: +852 5424 6512.
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