Investment Portfolio Manager

4 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Aon Full time

Investment Portfolio Manager

Aon is seeking a skilled Investment Portfolio Manager to join its Investment Management Group in Hong Kong. As a key member of the team, you will be responsible for assisting Portfolio Managers in the management of client mandates, providing support in portfolio modeling and analytics, performance reporting, market research, and due diligence.

Key Responsibilities

  • Assist Portfolio Managers in the management of client mandates, providing support in portfolio modeling and analytics, performance reporting, market research, and due diligence
  • Assist in the client service functions with a primary focus on Townsend's Korean institutional investors, including the preparation of client reports and presentations, taking notes while attending calls/meetings, responding to client requests for information and portfolio actions
  • Assist in producing presentation materials for new business development initiatives, which include creating customized investment programs for our clients and prospective investors, raising capital for Townsend's discretionary fund products, and syndicating capital for our Special Situations investment opportunities
  • Assist in the monitoring of existing investments including the periodic update of investment summaries to the broader Investment Management team and to Townsend's TIPS database system. Liaise with investment managers of the existing investments in respect of invested capital, monitoring valuations, pricing and performance and the subsequent update of the TIPS system
  • Assist in liaising with investment managers for updates on their investment offerings, investment strategies and performance data, and the subsequent update of the TIPS system
  • Assist with fund administration as needed including capital calls and distributions
  • Support the high level needs of Townsend's Portfolio Managers and clients

Requirements

  • Possess a Bachelor's degree with minimum 2 years of relevant experience in the finance and/or real estate investment industry
  • Fluent in English and Korean
  • Strong knowledge of real estate, combined with exceptional quantitative, research, analytical and financial modeling skills
  • Good written and verbal communication skills
  • Ability to work in a team environment that requires daily interaction with the global portfolio management, acquisitions, asset management, finance, and accounting teams
  • Strong organizational skills required with the ability to multi-task, work independently and as part of a team in a time sensitive environment with established deadlines
  • Self-motivated and takes initiative to manage responsibilities and meet deadlines
  • Strong interpersonal/customer service skills essential with the ability to create/build and maintain relations with internal and external parties

About Aon

Aon is a global professional services firm that helps clients make better decisions about risk, capital, and people. We are a leader in the insurance and reinsurance brokerage industry, and we also provide a range of other services, including consulting, data analytics, and human capital management.

How to Apply

If you are a motivated and detail-oriented individual with a passion for real estate and finance, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your experience and qualifications for the role.



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