Description

Job opening 1: Portfolio Manager, Global Equities

Our Investment Department seeks a high-caliber candidate to support portfolio operations, research, and client communications in global equity portfolios. This role combines operational excellence with analytical contributions to drive investment decisions.

Responsibilities

Portfolio Management & Risk and Compliance

• Maintain daily portfolio profiles, trade records, cash monitoring, corporate actions, ESG/non-benchmark reporting, and P&L analysis.
• Monitor risk parameters daily and ensure compliance with investment guidelines and regulations.
• Support portfolio construction, rebalancing, stock screening, company due-diligence, and pre-/post-trade process.
• Liaise with internal teams including Fund Administration, Risk and Compliance to handle fund matters and workflow enhancements.

Investment Research & Analysis

• Evaluate portfolio risk profiles and style factors to identify potential alpha/ beta opportunities and risks.
• Deliver macro/market updates, build dashboards, develop factor-scoring models, and conduct ad-hoc analysis.
• Conduct quantitative/qualitative research and provide insights for investment strategy and implementation.

Marketing & Client Communications

• Collaborate with sales/marketing team on client meetings and materials.
• Prepare market updates, commentaries, factsheets, and presentations for meetings/seminars.

Job opening 2: AVP, Multi-Asset Investment (Quantitative)

Our Investment Department is currently looking for a high-caliber candidate to join: 

Responsibilities

• Conduct indepth macro and market research to develop asset allocation and equity strategies by applying quantitative analysis skills.
• Produce investment ideas, quantitative analysis and research reports; present findings to investment teams and stakeholders.
• Assist portfolio managers with portfolio implementation and monitoring, including cashflow management, trade order checking and execution support.
• Prepare presentation decks, market commentary and performance analysis for internal and external use.
• Contribute to model development, data workflows and automation to enhance investment decisionmaking.

Requirements

Job opening 1: Portfolio Manager, Global Equities

Requirements

• Bachelor’s degree or above in a quantitative or related field, a Master’s degree is a plus.
• CFA/FRM qualification.
• Minimum 10 years of relevant work experience on portfolio management or systematic strategy development in equity markets. (Candidates with less experience but outstanding potential will be considered for a more junior title.)
• Proficiency in Python (preferred) or R for data analysis, modeling, and backtesting.
• Strong working knowledge of Blackrock Aladdin, Bloomberg, and FactSet
• Solid understanding of global financial markets, macroeconomic principles, and factor investing.
• Fluent in English and Chinese (Cantonese and/or Mandarin) with the ability to explain complex concepts clearly to a non-technical audience.
• A self-motivated team player with a positive attitude, sharp attention to detail, intellectual integrity, and the ability to work both independently and collaboratively in a fast-paced, high-stakes environment.

Job opening 2: AVP, Multi-Asset Investment (Quantitative)

Requirements

• BSc or above in Statistics, Quantitative Finance, Computer Science, Economics or related discipline.
• Minimum 3 years of relevant experience in multiasset, asset allocation, equity research or portfolio management within asset management firms or other financial institutions. Candidates with less experience will be considered for a junior-level position.
• Holding SFC Type 9 or meeting prerequisites to obtain relevant SFC licenses.
• Proficient with MS Office and Bloomberg; familiarity with mainstream programming languages (e.g. Python, R) for data modelling is required; AI skill is a plus.
• Strong macroeconomic analysis, asset allocation and equity strategy knowledge; practical portfolio management experience.
• Able to explain complex financial concepts clearly in both written and verbal formats.
• Team player; work independently under tight deadlines and manage multiple priorities.
• Proficient in both written and spoken English and Chinese, including Cantonese and Mandarin.