Portfolio Manager

7 days ago


Hong Kong, Central and Western District, Hong Kong SAR China ConnectedGroup Limited Full time

**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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