Portfolio Manager, Fund-of-Funds Investment
1 month ago
We don't simply believe in being 'The Best'. We believe in better - because there's no limit to how far 'better' can take us.
We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.
If you believe in better, we'd love to hear from you.
About the Role
• Investment Strategy: Conduct quantitative and qualitative analysis to support the investment strategy of AIMHK to manage multi-manager & fund-of-funds products. Perform global and local macroeconomic research and formulate investment strategies for fund-of-funds portfolios.
• Portfolio Management: Manage fund-of-funds portfolios on AIAHK's MPF, ORSO and ILAS platforms to deliver outperformance for portfolios under management. Ensure portfolio compliance with relevant regulations and internal guidelines.
• Fund Evaluation: Perform fund research and due diligence to support AIMHK's multi-manager products and conduct portfolio construction analysis to enhance investment performance.
• Collaborator Management: Establish good rapport with collaborators within AIA Group, including AIAHK, AIA Trustee, Group Investment and AIAIM in Singapore.
Roles and Responsibilities:
Investment Strategy:
- Build and maintain quantitative models to identify investment opportunity and forecast investment trends.
- Conduct macro investment research and formulate tactical asset allocation strategies and tactics for multi-asset products.
- Daily portfolio management across fund-of-funds portfolios on AIAHK's MPF, ORSO and ILAS platforms.
- Deliver outperformance against benchmark and peer group median
- Ensure portfolios are in compliance with relevant regulations and internal guidelines.
- Monitor HKD exposure and manage FX hedge across portfolios.
- Assist trade execution on fund-of-funds portfolios, post-trading and portfolio monitoring.
- Provide monthly portfolio commentaries
Conduct quantitative and qualitative fund evaluation to:
- Identify and select well-performing funds for AIMHK managed multi-manager products to improve investment performance.
- Select and recommend best-in-class funds for AIAHK's MPF, ORSO and ILAS products.
- Assess ESG metrics of the funds
- Identify appropriate investment opportunities according to the investment policy and objectives.
- Conduct fund manager search to support new product
- Liaise with fund managers to develop new funds
- Establish good rapport with collaborators within AIA Group, including AIAHK (e.g. ILAS & MPF teams), Group Investment (e.g. TAA & External Managers teams) and AIAIM in Singapore.
- Provide investment & fund related supports to the investment, MPF and ILAS teams of AIAHK.
- Improve existing investment operational flow and controls
- Improve hedging arrangement
- Experience in running public funds for reputation financial institutions.
- Minimum 8 years of experience in investment research, quantitative finance and/or asset management. Candidates with more years of experience will be considered as Associate Director level.
- Postgraduate qualification in Finance, Economics or quantitative-related subjects.
- Investment-related professional qualification (e.g. CFA, FRM or CAIA).
- Holders of SFC license 1, 4 or 9.
- In-depth understanding of market dynamics of major asset classes, including equities, bonds and currencies.
- Ability to quantitatively/qualitatively translate economic situation, financial market development, asset valuation and price momentum into investment strategies & recommendations.
- Knowledge of retail financial markets and wealth management products.
- Strong presentation and report-writing skills.
- Good teammate with strong coordination and project management skills to work with colleagues from various cultural background and different departments.
- You are preferred to obtain the license of Securities and Futures Commission (SFC) (Paper 1) or any licenses if your job involves regulated activities
You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.
-
Funds Investment Manager
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China APAC Michael Page Full timeThe successful candidate will help conduct research and provide advisories for the company's Funds investment portfolioClient DetailsOur client is a very reputable Property Developer with long history in Hong Kong DescriptionPerform market research on potential fund investments to provide advisories to the managementMonitor and help enhance the performance...
-
Fund Accountant
1 month ago
Hong Kong, Hong Kong SAR China Corporation Service Company Full timeThe Position Our professional services include fund administration, registrar and transfer agency services, performance fee calculations, fund accounting and audit assistance. This role will be responsible to manage a portfolio of private equity and hedge funds administration and strengthen the relationship with our clients. Your Responsibilities ...
-
Fund Accountant
5 days ago
Hong Kong, Hong Kong SAR China Corporation Service Company Full timeFund Accountant Hong Kong Mon - Fri, 9am - 6pm Hybrid The Position Our professional services include fund administration, registrar and transfer agency services, performance fee calculations, fund accounting and audit assistance. This role will be responsible to manage a portfolio of private equity and hedge funds administration and strengthen the...
-
Hong Kong, Hong Kong SAR China Company 163 - Manulife Provident Funds Trust Company Limited Full timeDescription The Opportunity The customer is the focus of everything we do, and millions of end users rely on our products daily. We believe in the value of empowering (Assistant) Manager, Retirement Funds Advisory and Management with the resources to solve critical problems for the future of our business, which is why we need you. What...
-
Assistant Fund/ MPF Settlement Manager
1 month ago
Hong Kong, Hong Kong SAR China The Bank of East Asia Full timeResponsibilities Process settlement instructions from fund managers Perform daily operation transactions for unit trusts, ORSO schemes and maintenance funds Monitor funding arrangement and cash positions Process corporate actions Investigate any discrepancies in transactions and follow up on outstanding issues Perform compliance checking on the...
-
Summer Intern, Fund investment
4 weeks ago
Hong Kong, Hong Kong SAR China Huatai Securities Full timeSummer Intern, Fund investmentJob Duties:Assist in analyzing specific companies, interpreting market trends and examining specific market sector activity in order to provide information and analysis required in the investment decision-making process Perform quantitative and qualitative research and financial modeling/analysis on companies across industries...
-
Fund Accountant
7 days ago
Hong Kong, Hong Kong SAR China Bolder Group Full timeCalculate the net asset values of investment funds by processing them daily.Accounting-related functions to ensure fund prices are accurate.Reconciling positions and cash against the reports of the broker or custodian.Calculating management and performance fees.Making payment instructions for the various funds and correspondences with the investment manager,...
-
Fund Accountant
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Alter Domus Full timeABOUT USWe are Alter Domus. Meaning "The Other House" in Latin, Alter Domus is proud to be home to 85% of the top 30 asset managers in the alternatives industry, and more than 5,000 professionals across 23 countries.With a deep understanding of what it takes to succeed in alternatives, we believe in being different. Invest yourself in the alternative, and...
-
Fund Accountant
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Alter Domus Full timeABOUT USWe are Alter Domus. Meaning "The Other House" in Latin, Alter Domus is proud to be home to 85% of the top 30 asset managers in the alternatives industry, and more than 5,000 professionals across 23 countries.With a deep understanding of what it takes to succeed in alternatives, we believe in being different. Invest yourself in the alternative, and...
-
Fund Accountant
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Alter Domus Full timeABOUT USWe are Alter Domus, a leading company in the alternatives industry, with a global presence across 23 countries. At Alter Domus, we value diversity and believe in a supportive work environment where merit and open communication are key.Discover more about life at Alter Domus on our careers page. JOB DESCRIPTIONAs part of our team, you will play a...
-
Investment Analyst, Multi-strategy Hedge Fund
1 month ago
Hong Kong, Hong Kong SAR China Infini Capital Management Limited Full timeBuild and maintain detailed company models as directed by the Portfolio Managers Conduct fundamental research into companies, industries, and sectors Attend conferences and industry events Initiate and develop primary industry contacts, and build relationships with the relevant Sell-Side Analyst and Research Associates Ensure the accuracy and quality of all...
-
Hong Kong, Hong Kong SAR China King Deux Search & Consulting Full timeKing Deux Search & Consulting is a specialized executive search firm which offers bespoke talent solutions across financial services and commerce. We are committed to not only finding the right opportunity for our candidates but also leaving a legacy that lives on beyond the hiring process.Follow us for updates on the exceptional clients we represent. Stay...
-
Fund Operations Manager
2 days ago
Hong Kong, Hong Kong SAR China Hays APAC Full timeFund Operations Manager (Payments) | Pension, Mutual & MPF Funds | Stable & Supportive Team | $60,000 HKD per monthYour new companyA Market-Leading Financial Services firm has consistently maintained strong and successful performances throughout the last few years. With the uproar in business, they are expanding the team with new headcounts. As a leader in...
-
Hong Kong, Hong Kong SAR China Helpstar Ltd Full timeJoin Our Premier Investment Initiative: Transforming and Enhancing Large Hotels Around the MediterraneanIntroduction to the Opportunity: We are pleased to introduce our latest investment fund, strategically focused on the acquisition, revitalization, and repositioning of large hotel properties in the thriving Mediterranean region. This venture aims to...
-
Fund Services Manager
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Alter Domus Full timeABOUT USWe are Alter Domus. Meaning "The Other House" in Latin, Alter Domus is proud to be home to 85% of the top 30 asset managers in the alternatives industry, and more than 5,000 professionals across 23 countries.With a deep understanding of what it takes to succeed in alternatives, we believe in being different. Invest yourself in the alternative, and...
-
Director, Asset Allocation
3 weeks ago
Hong Kong, Hong Kong SAR China King Deux Search & Consulting Full timeKing Deux Search & Consulting is a specialized executive search firm which offers bespoke talent solutions across financial services and commerce. We are committed to not only finding the right opportunity for our candidates but also leaving a legacy that lives on beyond the hiring process.Follow us for updates on the exceptional clients we represent. Stay...
-
Fund Accountant – HK –
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Hony Capital Full timeJob Responsibilities: 1. Daily operation of the fund 1)Responsible for the daily withdrawal of the fund, including but not limited to: withdrawal calculation, preparation and sending of withdrawal notification, transfer and deployment of fund arrivals, and collection of investor payments, etc. 2)Responsible for the daily distribution of the fund, including...
-
Associate - Corporate/Funds
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Randstad Hong Kong Full timeabout the company.Our client is an International Law Firm looking for Corporate/Funds lawyers to join the team about the job.Focus on the Investment Funds transactions, particularly in formation, structuring, and restructuring of various types of fundsDraft and negotiate on the Fund documents including hedge funds, private equity, venture capital, real...
-
Payments Finance Manager
2 days ago
Hong Kong, Hong Kong SAR China Hays APAC Full timePayments Finance Manager | Pension, Mutual & MPF Funds | Stable & Supportive Team | $60,000 HKD per monthYour new companyA Market-Leading Financial Services firm has consistently maintained strong and successful performances throughout the last few years. With the uproar in business, they are expanding the team with new headcounts. As a leader in traditional...
-
Senior Fund Accountant
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Alter Domus Full timeABOUT USWe are Alter Domus. Meaning "The Other House" in Latin, Alter Domus is proud to be home to 85% of the top 30 asset managers in the alternatives industry, and more than 5,000 professionals across 23 countries.With a deep understanding of what it takes to succeed in alternatives, we believe in being different. Invest yourself in the alternative, and...