Head of Portfolio management (Investment firm)

Job Scope The role involves managing a diverse global investment portfolio, including public and private assets such as equities, credit, real estate, and structured products. Key responsibilities include leading the investment team in selecting and presenting opportunities, conducting strategic research and due diligence, and using AI tools for portfolio monitoring and performance optimization. The role also covers deal execution in co-investments and private credit, developing platforms aligne

Recruit Avenue - Hong Kong - Full time

Salary: HK$150k - HK$175k

Job Scope

The role involves managing a diverse global investment portfolio, including public and private assets such as equities, credit, real estate, and structured products. Key responsibilities include leading the investment team in selecting and presenting opportunities, conducting strategic research and due diligence, and using AI tools for portfolio monitoring and performance optimization.

The role also covers deal execution in co-investments and private credit, developing platforms aligned with strategic interests. Collaboration with Group Treasury and Finance ensures effective cash flow management, while risk-managed strategies using leverage and structured products enhance returns.

The position includes leadership of a team responsible for investment analysis, modelling and reporting

Job Requirements

Min 10 - 15 years of experience in investment management, treasury, or multi-asset research, with strong macroeconomic insight and decision-making skills.

Proven track record in private credit, direct lending, and structured products across public and private markets.

Skilled in financial modelling, portfolio analysis

Familiar with Asian equity markets (China, HK, Japan, Singapore)

Familiar with ESG/impact investments is a plus + Experience in green financing

Familiar with developing finance-related AI tools (using Power BI, Python, or R) is also advantageous

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