Senior Portfolio Manager

6 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Projob21 Ltd. Full time
Job Summary

We are seeking a seasoned Senior Portfolio Manager to join our team at Projob21 Ltd. as a Discretionary Mandate Client Portfolio Executive. The successful candidate will be responsible for managing multi-asset classes of discretionary portfolios for UHNW and Institutional clients.

Key Responsibilities
  • Manage and oversee equity asset class portfolios, with a team of professionals, for the Asia ex-Japan region.
  • Develop and implement tactical asset allocation strategies determined by the Regional/Global Investment Committee.
  • Pitch clients and conduct business development activities, collaborating with bankers, Investment Committee members, and product specialists.
  • Participate as a voting member of the Investment Committee Asia and provide house views and periodic investment updates.
  • Facilitate regional projects related to performance attribution, GIPS, and other new business initiatives.
Requirements
  • CFA or equivalent qualification with 10+ years of experience in cross-asset classes of investment advisory and portfolio management.
  • Prior experience as a Regional AP Equities Research and Investment Strategist is highly desirable.
  • Excellent investment presentation skills and a good understanding of asset allocation and investment management.
  • Proficiency in Excel and VBA, with trilingual skills in English, Mandarin, and Cantonese.


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