PORTFOLIO INVESTMENT ANALYST

1 month ago


Hong Kong, Hong Kong SAR China Recruitment Intelligence Consultants Limited Full time
  • International Asset Management House
  • Excellent Exposure

Our client is an international asset management house with an unparalleled reputation across the Asia Pacific region. With the continued growth of the organization, the need has arisen to recruit a high calibre candidate to join their Institutional Sales team.

Responsible for account customization, interpreting account guidelines, resolve compliance issues and oversee performance composites. Liaise and partner with client-facing staff to pro-actively represent portfolio strategy, model account implementation and investment related issues.

  • Independently assume coverage for strategies, escalating issues as necessary with pre-established thought process for resolution. Guide more junior team members on more complex modeling issues. Proactively assume responsibility for projects that increase efficiency and promote best practice within the team, reducing risk. Most senior individual contributor with strong understanding of the portfolio modeling processes.
  • Monitor portfolio analytics and generate and run accurate orders through the trade cycle
  • Determine accurate interest rate and currency hedging information, and other related daily portfolio functions.
  • Measure strategy performance and work with global trading partners to ensure seamless implementation of investment and trading strategies.
  • Serve as a subject matter expert on modeling when working with various functions and groups within the firm including investments, client service, and operations. May be involved in client presentations and/or due diligence meetings as necessary.
  • Establish and maintain understanding of Portfolio Manager’s investment process.
  • Work with traders to determine process for implementation of new accounts and consults with traders on behalf of Portfolio Managers to resolve trading issues.
  • Work with Compliance and Legal to clarify and resolve investment strategy issues and determine best method for tracking compliance with those requirements.

To be considered, you should be a Degree holder with a minimum of 6 years of relevant experience. Savvy use of technology in combination with a data driven mindset. Strong analytical skills and the ability to solve problems. Ability to quickly process information, draw relevant conclusions, and clearly summarize results. Knowledge of derivatives and multiple asset classes. Excellent communication skills in English.

Interested applicants should send a detailed resume to Michelle Ho by email to mho@ric.com.hk quoting reference eFC3566.

(Applicants not contacted within 4 weeks should consider their application unsuccessful.)



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