Portfolio Manager, L/S Low Net, Global Industrial

4 days ago


Hong Kong Island, Hong Kong SAR China King Deux Search & Consulting Full time

About the job Portfolio Manager, L/S Low Net, Global Industrial / Healthcare King Deux Search & Consulting is a specialised 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. Our client is a leading investment firm with a strong track record in fundamental equity strategies. Known for its rigorous research process and collaborative culture, the firm manages concentrated, high-conviction portfolios across global markets. They are seeking an accomplished Portfolio Manager to lead a low-net, long/short equity portfolio focused on global industrials or healthcare About your role Lead a L/S book with a primary focus on: Generate alpha through bottom-up stock selection, thematic bets, and catalyst-driven trades while adhering to low-net exposure guidelines. Conduct deep fundamental research, including financial modeling, management meetings, and supply chain/regulatory analysis. Partner with sector analysts to refine ideas and optimize portfolio construction (position sizing, hedging, risk/reward assessment). Clearly articulate investment theses and performance drivers to senior leadership and investors. What you will need to succeed 10+ years total experience in L/S equity investing, with 2+ years in a PM role (or equivalent autonomy over a sleeve of capital). Proven track record in either industrials or healthcare, with audited returns strongly preferred. Global perspective (US, Europe, Asia) and ability to identify cross-border opportunities. Strong technical skills: valuation (DCF, comps), forensic accounting, and short-side analysis. CFA/MBA beneficial but not mandatory; intellectual curiosity and sector passion are critical. How to Apply Interested parties, please send your CV directly to or apply directly. Please note that only shortlisted applicants will be contacted. #J-18808-Ljbffr



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