Senior Portfolio Strategist

18 hours ago


Hong Kong, Central and Western District, Hong Kong SAR China Global Sage Hong Kong Full time
Position Overview

We are seeking a seasoned Senior Portfolio Strategist to join our team in Hong Kong. As a key member of our investment team, you will be responsible for conducting market research and identifying potential investment opportunities.

The ideal candidate will have 5-8 years of experience in investment analysis or a related field, with a strong focus on the Asian markets. A solid understanding of financial accounting and modelling is essential, along with a value investing mindset.

Key Responsibilities
  • Conduct market research to identify potential investment opportunities and trends, informing our investment strategy.
  • Review operating reports, annual audited financial statements, and tax returns to assess asset performance.
  • Assist in preparing internal and external reports, including risk assessments, watchlist write-ups, management plans, and routine updates.
Requirements
  • Minimum 5-8 years of prior working experience in investment analysis or a related field.
  • Solid fundamental skills in financial accounting and modelling, with a value investing mindset.
  • Strong interpersonal and collaboration skills, thriving in a team-oriented environment.
  • Strong academic credentials are preferred; an MBA or CFA is a plus.
What We Offer
  • An estimated salary range of HKD 800,000 - HKD 1,200,000 per annum, commensurate with experience.
  • A dynamic and results-driven work environment.
  • Ongoing training and professional development opportunities.


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