Strategic Portfolio Analyst

2 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Global Sage Hong Kong Full time

Position Overview

We are seeking a highly motivated Investment Analyst with 5-8 years of relevant experience, preferably from a buy-side organization such as a family office. The ideal candidate will possess a diverse sector coverage and a strong focus on the Asian markets.

Key Responsibilities:

  • Conduct thorough market research to identify potential investment opportunities and trends, informing our investment strategy.
  • Review operating reports, annual audited financial statements, and tax returns to assess asset performance. Assist in preparing internal and external reports, including risk assessments, watchlist write-ups, management plans, and routine updates.

Required Skills and Qualifications:

  • A minimum of 5-8 years of prior working experience in investment analysis or a related field.
  • Solid fundamental skills in financial accounting and modelling, with a value investing mindset.
  • Strong interpersonal and collaboration skills, thriving in a team-oriented, results-driven environment.
  • Strong academic credentials are preferred; an MBA or CFA is a plus.

About Global Sage Hong Kong:

We are a leading provider of investment solutions, dedicated to delivering exceptional results for our clients. Our team is passionate about building long-term relationships and providing tailored support to meet the unique needs of each client.



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