Investment Portfolio Analyst Lead

4 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Prudential plc Full time

**Prudential plc Overview**

We are a leading insurance and financial services group with operations in Asia, the US and the UK. Our purpose is to be partners for every life and protectors for every future.

As a key member of our Investments team, you will play a vital role in supporting the Director, Investments, in evaluating the performance of investment funds and managers.

**Job Description:**

This role involves:

  • Evaluating the performance of investment funds and managers, including both public and private investments, and providing portfolio reporting & analysis.
  • Conducting portfolio risk analysis, risk monitoring, and building new tools to automate existing investment & monitoring processes.
  • Performing regular asset manager due diligence and annual fee review, as well as supporting other functions on providing investment related data.
  • Ensuring investment activities comply with regulatory requirements, investment guidelines, and industry standards.
  • Leading investment related projects assigned by the line manager and handling ad-hoc tasks related to investment management.

**Required Skills and Qualifications:*

  • University degree in Finance or related discipline.
  • 5 years investment experience in Financial Services (Insurance or Asset Management preferred).
  • Self-driven, open-minded, and fast learner.
  • Team player and strong stakeholder management skills.
  • Good communication skills with ability to collaborate with stakeholders.
  • Asset owner experience preferred.
  • Investment compliance and private asset experience is a plus.

**Benefits:*

  • A competitive salary range of £60,000 - £80,000 per annum, depending on experience.
  • Ongoing training and development opportunities.
  • A supportive and inclusive work environment.

*Note: Salary estimate may vary based on location and individual circumstances.



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