VP, Portfolio Management

Unicorn Advisor (HK) Limited Hong Kong
Full time Permanent On-site Competitive

About the job

Responsibilities:

  1. Develop and execute discretionary multi-asset strategies for institutional and HNW clients across equities, fixed income and collective investment schemes;
  2. Monitor portfolio performance, conduct attribution analysis and rebalance positions within risk limits;
  3. Prepare regular performance reviews, market outlooks and investment presentations for clients; proactively manage client expectations and nurture existing mandates;
  4. Conduct macro, sector and fundamental research; utilise tools including Bloomberg, Wind to support investment decisions and risk monitoring;
  5. Ensure full compliance with SFC regulations, investment guidelines and internal risk controls.

Requirements:

  1. Master's degree in finance and business-related disciplines;
  2. 3–5 years hands-on portfolio management experience in asset management, with good knowledge of the Greater China market;
  3. Hold valid SFC Type 9 licence and other relevant qualifications;
  4. Good language skills, including spoken Mandarin and written Chinese.