The Global Equity Assistant Portfolio Manager will support the portfolio management team in constructing and managing global equity portfolios. The role requires strong expertise in fundamental bottom-up research, security selection, and active monitoring of investments across multiple regions and sectors.
Key Responsibilities - Conduct comprehensive bottom-up research on global equities, including financial statement analysis, valuation, and competitive positioning.
- Develop well-supported investment theses and actionable recommendations.
- Assist in portfolio construction in line with investment objectives and risk parameters.
- Monitor portfolio performance and support rebalancing decisions.
- Stay current on global market trends, macroeconomic developments, and sector dynamics.
- Identify emerging opportunities and risks across regions and industries.
- Prepare investment reports, presentations, and performance attribution analyses for internal and external stakeholders.
- Communicate research insights and portfolio updates to senior management and clients.
Qualifications - Minimum 5 years of experience in fundamental, bottom-up equity research, ideally within technology or healthcare sectors.
- Proven background in asset management, equity research, or portfolio management.
- Bachelors degree in Finance, Economics, Accounting, or related field.
- Strong expertise in financial analysis and valuation techniques (DCF, multiples, scenario analysis).
- Exceptional presentation and communication skills in Mandarin and English.
- Collaborative team player with a proactive, problem-solving mindset.
If you are interested in learning more of this role or other potential opportunities, let's connect today via WhatsApp or WeChat: +852 5424 6512.
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