APAC Portfolio Strategist, Investment Leader

4 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Wellington Management Company, LLP Full time
About Us

Wellington Management Company LLP is a leading independent investment management firm with over £1 trillion in assets under management. We offer comprehensive investment solutions tailored to institutional clients across 60 countries. Our private partnership structure fosters a long-term view aligned with client interests. We are committed to diversity and fostering an inclusive culture.

The Role

We seek an APAC Portfolio Strategist to manage multi-asset portfolios for our APAC region. This individual will work within our team-based process, engaging with clients and prospects to grow our Multi Asset Solutions business. Key responsibilities include:

1. Portfolio Management
- Act as a fiduciary, ensuring solution designs align with client objectives and constraints;
- Manage diverse client mandates, pooled funds, and other investment solutions;
- Participate in investment processes and apply decisions across respective portfolios.

2. Business Development
- Grow Wellington's Multi Asset Solutions business in APAC;
- Contribute to designing and managing multi-asset solutions;
- Work with colleagues to secure new multi-asset mandates.

3. Research and Thought Leadership
- Develop innovative research on asset allocation, capital markets, and investment topics;
- Use research to generate external solution discussions and opportunities;
- Engage in internal debates on investment views and portfolio positioning.

4. Client Engagement
- Build trust with strategic clients across APAC channels;
- Develop peer-like relationships by listening to client needs;
- Represent our analytical and investment capabilities to clients.

To succeed, the candidate should possess:

Key Skills and Qualifications
- Strong academic background;
- 10+ years of experience in multi-asset portfolio construction or management;
- Demonstrable tactical and strategic asset allocation skills;
- Entrepreneurial spirit and enthusiasm for building an APAC business;
- Ability to work collaboratively in a global team-based approach;
- Strong communication and problem-solving skills;
- Ability to be self-sufficient in generating research ideas and content;
- Familiarity with Microsoft PowerPoint and Excel;
- Intellectual curiosity and resilience.

Salary: £120,000 - £180,000 per annum

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