Investment Portfolio Manager

4 days ago


Hong Kong Island, Hong Kong SAR China Shenwan Hongyuan (H.K.) Limited Full time

At Shenwan Hongyuan (H.K.) Limited, we are seeking a skilled Investment Portfolio Manager to join our team.

About the Role:
  • The successful candidate will be responsible for managing and maintaining investment trading systems, promoting the implementation of investment trading digitalization, and improving the digital review process for investment trading.
  • Key responsibilities include data management, client communication, risk assessment, and team collaboration.
Responsibilities:
  • Maintain and update the database of investment portfolios and macroeconomic data, track corporate events, and their potential impacts on the investment portfolio.
  • Create graphical information for portfolio reviews, assist in drafting and publishing monthly communications, and ensure clients receive the latest investment updates in a timely manner.
  • Regularly conduct risk assessments of investment portfolios using systems, monitor portfolio risk indicators, and provide analytical reports to management.
  • Work closely with other team members to support the overall risk management framework and participate in risk management-related projects.
Requirements:
  • Bachelor's degree or above in Finance, Statistics, Mathematics, or Engineering.
  • Relevant professional qualifications, such as CFA, FRM, are preferred; outstanding fresh graduates will also be considered.
  • Proficient in Excel and financial modeling, capable of independently building complex financial models.
  • At least 1-3 years of experience in managing, maintaining, and using PMS at a buy-side investment management firm.
  • Familiarity with the Enfusion system is a plus.
  • Strong communication skills in both English and Chinese, with the ability to effectively interact with the team and clients.
  • Basic programming skills, such as Python or R, are preferred.


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