Investment Portfolio Manager

4 days ago


Hong Kong Island, Hong Kong SAR China Shenwan Hongyuan (H.K.) Limited Full time

We are looking for an experienced Investment Portfolio Manager to join our team at Shenwan Hongyuan (H.K.) Limited. In this role, you will be responsible for managing and maintaining our investment portfolios.

Key Responsibilities:
  • Maintain and update the database of investment portfolios and macroeconomic data.
  • Track corporate events and their potential impacts on the investment portfolio.
  • Create graphical information for portfolio reviews and assist in drafting and publishing monthly communications.
  • Ensure clients receive the latest investment updates in a timely manner.
  • Conduct regular risk assessments of investment portfolios using systems and monitor portfolio risk indicators.
  • Provide analytical reports to management and work closely with other team members to support the overall risk management framework.
Qualifications:
  • A Bachelor's degree or above in Finance, Statistics, Mathematics, or Engineering is required.
  • Relevant professional qualifications such as CFA, FRM are preferred; outstanding fresh graduates will also be considered.
  • Proficient in Excel and financial modeling, capable of independently building complex financial models.
  • At least 1-3 years of experience in managing, maintaining, and using PMS at a buy-side investment management firm.
  • Familiarity with the Enfusion system is a plus.
  • Strong communication skills in both English and Chinese, with the ability to effectively interact with the team and clients.
  • Basic programming skills in Python or R are preferred.

We offer a competitive salary and benefits package to the right candidate.



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