Fund Manager

Achievers Recruitment Limited
Hong Kong
Sep 28, 2017
Sep 30, 2017
Job Function
Industry Sector
Finance - General
Employment Type
Full Time


  • Working in a team to manage portfolios of equity and fixed-income investments focus on Hong Kong / China markets
  • Identify potential investment opportunities and work in investment team for portfolio updates and strategic planning of private fund
  • Manage discretionary mandates and provide advisory services to clients
  • Be able to conduct investment analysis independently and responsible for asset allocation and stock pickĀ 
  • Communicate strategies and market events with internal sales team and report periodically investment activities to the management and investors
  • Liaise with external parties such as custodians, investment managers, and potential clients
  • Participate in the development of business and product strategies and the formulation of investment portfolios


  • Holder of SFC Type 4 and Type 9 licenses
  • Bachelor degree in Accounting, Business, Administration, Economics, Finance, Law, or other related discipline; CFA or other professional certification preferred
  • Possess at least 5 years of relevant industry experience in managing equity portfolio, public-offering fund and Pre-IPO fund experience
  • Well knowledge of financial products and Greater China markets
  • Good command of written and spoken English and Chinese; Proficiency fluent in Mandarin
  • Prior knowledge of analytics using Bloomberg, Excel Marco, or other similar vendor systems would be an advantage
  • Experience in managing portfolios focus on Hong Kong/China investment
  • Solid experience on the side covering broad asset classes
  • Skills in supporting sale team and client service of private fund

Interested parties please send your resume to

***Personal data collected will be used for recruitment purposes only***

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