Portfolio Manager, PWM

Employer
Huatai Financial Holdings (Hong Kong) Limited
Location
Hong Kong, Hong Kong
Salary
Competitive
Posted
Jul 30, 2021
Closes
Aug 25, 2021
Ref
11621616
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Responsibilities:
  • Proven FOF portfolio management experience, especially fund of China onshore top-tier private funds management experience.
  • Establish and improve FOF investment policy and process, build up the investment pool;
  • Responsible for FOF portfolio construction, determining investment strategies and acceptable risk levels for clients based on risk preferences, return expectations, and market conditions, and achieve our clients' investment objectives;
  • Responsible for FOF portfolio daily management, including investment pool maintenance, portfolio position adjustment, performance and risk analysis, etc.;
  • Responsible for underlying funds' due diligence and writing DD reports / investment memo independently. Conduct research on fund companies, interview underlying fund managers, analyze fund investment styles and performance, provide objective, comprehensive and in-depth fund evaluations and risk assessments. Track and update underlying fund assets news on time.
  • Conduct in-depth fund research in terms of macro-environment, write top-down analysis reports of portfolio industry and asset allocation regularly.

Requirements:
  • 8 years+ experience in portfolio management and good track record
  • Degree in Economics, Finance, Accounting or related disciplines, CFA chartered holder is preferred

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