Financial Portfolio Strategist

5 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Kingfisher Executive Search (HK) Limited Full time
Job Summary

We are seeking an experienced Financial Portfolio Strategist to join our team at Kingfisher Executive Search (HK) Limited. This role is ideal for a highly motivated and skilled individual with a strong background in investment analysis and portfolio management.

About Us

Kingfisher Executive Search (HK) Limited is a leading executive search firm dedicated to providing top-tier talent to the financial services industry. Our team of experts has extensive knowledge and experience in identifying and placing exceptional candidates in key positions.

Key Responsibilities
  • Investment Research and Analysis: Conduct thorough research on investment products, including mutual funds and hedge funds, to evaluate performance, risks, and opportunities.
  • Manager Selection: Identify and assess external portfolio managers, conducting in-depth due diligence to ensure alignment with our investment philosophy.
  • Product Structuring: Collaborate on the structuring of private wealth management products tailored to meet the needs of our clients.
  • Trade Execution: Execute trades efficiently and accurately, ensuring adherence to investment strategies.
  • Asset Allocation: Assist in developing and optimizing asset allocation strategies across multi-asset classes.
  • Client Coverage: Engage with clients to understand their investment needs and communicate investment ideas effectively.
  • Pitching Investment Ideas: Develop and present innovative investment ideas that align with the family office's goals.
  • Research and Analysis: Stay updated on market trends and economic indicators to inform investment decisions and strategies.
Qualifications
  • Education: Bachelor's degree in Finance, Economics, or a related field; CFA designation is preferred.
  • Experience: 3 years of experience in investment analysis, portfolio management, or a related field, preferably within a family office or asset management firm.
  • Skills: Strong analytical and quantitative skills, exceptional research abilities, and attention to detail.
  • Track Record: Proven track record in manager selection and due diligence processes.
  • Communication: Excellent communication and presentation skills.
  • Creativity: Ability to think creatively and propose innovative solutions.
  • Entrepreneurial Spirit: Entrepreneurial spirit with a passion for investment and a proactive approach to problem-solving.


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