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Investment Solutions Expert

2 weeks ago

Hong Kong Island, Hong Kong SAR China Projob21 Ltd. Full time
About the Role

We are looking for a skilled Portfolio Development Advisor to expand our cross-functional Investment Advisory team in the AP/Greater China Region.

Key Duties
  • Evaluate portfolio risk and identify suitable investment strategies.
  • Monitor client portfolios for performance and opportunities.
  • Develop and maintain relationships with institutional clients and family offices.
  • Conduct top-down and bottom-up research on market trends and economic indicators.
  • Assist investment managers in tracking market developments and thematic issues.
  • Prepare portfolio performance reports and attribution analysis.
  • Database management of LPs, investments, and attributes of various funds.