Portfolio Manager
7 days ago
**Job Summary**
ConnectedGroup Limited is seeking a highly skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for working closely with our investment and sales teams to meet with clients, investors, and research analysts.
**Key Responsibilities**
- Develop and articulate the investment method, portfolio positioning, strategies, and outlook for our existing portfolio.
- Support and retain existing clients through regular meetings, conference calls, and investment committee meetings.
- Assist in creating and reviewing marketing and meeting materials, writing investment commentaries, and providing insight for client reports.
- Create bespoke model portfolios for clients and the team.
**Requirements**
- 3-6 years of working experience in asset managers or global banks with extensive equities product knowledge.
- Solid equity research or investment-related client-facing experience in the sophisticated institutional marketplace.
- Team player with the ability to effectively manage the expectations of a diverse and demanding client base.
- Strong presentation, writing, and interpersonal skills with the ability to communicate complex portfolio concepts to diverse audiences.
- Fluent English, Cantonese, and Mandarin speaking is essential.
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