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Chief Investment Portfolio Strategist
2 weeks ago
About Green Lake Executive Search Co. Limited
We are a renowned executive search firm dedicated to providing top-tier talent solutions for our clients.
Job Description
The Chief Investment Portfolio Strategist will play a pivotal role in driving our investment strategy and portfolio management efforts. This individual will be responsible for designing and executing data-driven investment strategies targeting equity/ETF portfolios, prioritizing risk-adjusted returns and alignment with fund objectives.
This position requires collaboration with cross-functional teams, including marketing, to integrate market insights into product development and client-facing materials. The ideal candidate will continuously monitor portfolio performance, adjusting tactics to optimize outcomes while maintaining compliance with regulatory standards.
A key aspect of this role is generating analytical reports for fund fact sheets, performance updates, and investor communications. Additionally, the Chief Investment Portfolio Strategist will conduct competitive analysis of financial markets, products, and regulatory trends to identify growth opportunities.
Implementing systematic portfolio surveillance protocols to mitigate risks and ensure target achievement is also a critical responsibility of this position.
Requirements
- Minimum 5 years of hands-on experience managing public fund portfolios, with proven expertise in equity/ETF instruments.
- Active KIP certification or 5+ years of KIP-qualified portfolio management experience.
- Advanced degree in Finance, Economics, or related quantitative field preferred.
- Demonstrated proficiency in regulatory frameworks and asset allocation risk management systems.
- Strategic thinker with ability to translate market research into actionable investment solutions.
- Strong communicator capable of simplifying complex financial concepts for diverse stakeholders.
- Fluent in Mandarin and English.
What We Offer
As a valued member of our team, you will enjoy a comprehensive benefits package, including professional development opportunities, a dynamic work environment, and a chance to work with a talented group of professionals.