High Net Worth Portfolio Manager
3 days ago
About the Role
We are seeking a skilled High Net Worth Portfolio Manager to join our team at Bank of China Asset Management Ltd. In this role, you will be responsible for managing a portfolio of investments on behalf of high net worth individuals and families.
Key Responsibilities:
- Portfolio Management: Conduct thorough due diligence on potential investment opportunities, evaluating risks and potential returns to determine their suitability for inclusion in the portfolio.
- Investment Research: Identify and assess potential managers based on various criteria, including investment strategy, historical performance, risk management, and alignment of interests.
- Performance Monitoring: Monitor the performance and risk characteristics of existing holdings, identifying any potential issues or changes that may impact the fund's performance.
- Reporting and Communication: Prepare investment recommendations and reports based on comprehensive research and analysis, clearly communicating findings and insights to senior management.
- Ad Hoc Projects: Undertake ad hoc projects as assigned by the Company, leveraging your expertise and analytical skills to drive business growth.
Requirements:
- Educational Background: Bachelor's degree in finance, economics, or a related field, with CFA or CAIA certification preferred.
- Professional Experience: 5+ years experience as an investment professional within a private equity fund of funds, alternative investment in insurance companies, asset management firm, or investment bank, with a strong focus on global markets.
- Technical Skills: Proficiency in quantitative analysis, financial modeling, and data interpretation, with excellent written and verbal communication skills.
- Cultural Fit: Strong analytical skills, ability to work independently, and adaptability in a fast-paced environment.
About Our Team
BECOME A SENIOR INVESTMENT MANAGER AT BANK OF CHINA ASSET MANAGEMENT LTD
About Us
We are committed to helping our clients achieve their long-term financial goals through expert investment advice and tailored portfolio solutions. With our experienced team of investment professionals and extensive network of industry contacts, we offer a unique platform for career advancement and professional growth.
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