Vice President, Client Portfolio Management
4 days ago
Job Description:
- Represent investment team to work closely with sales, product development and marketing teams to develop business
- Actively engage with the Investment Management Team to ensure alignment of content to our house view, corporate standards and industry regulations
- Demonstrate strong portfolio, investment process and market knowledge, present and meet with investors in various sales channels, including intermediary, consultant, institutional and direct clients
- Provide routine in-depth update for internal stakeholders on portfolio strategies, sector insight and market outlook
- Prepare routine portfolio analysis, commentaries, marketing contents, client/product presentation/reports, respond to ad-hoc client requests and enquiries
- Maintain and articulate our investment process and portfolio strategies
- Involve in RFI on investment related topics, create bespoke model portfolios, risk/reward simulation and risk factor sensitivity analysis etc.
- Handle ad-hoc investment team related projects
Job Requirement:
- Degree holder or above in Finance, Economics, Accounting and other related disciplines
- 7+ years of working experience in financial industry, with strong presentation and communication skills
- Strong investment and market knowledge, skilled at synthesizing information from multiple sources and developing compelling investment stories.
- Strong presentation, writing and interpersonal skills with the ability to communicate portfolio and investment contents effectively to diverse audiences with varying degrees of investment expertise
- Keen attention to detail and accuracy.
- A good team player with strong initiate, collaborate partner across different teams and locations
- Exceptional written skills and strong communication in both English and Mandarin.
- Occasional travel might be required
- CFA holders are preferred
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