Portfolio Manager (Public Equity Fund, KIP)

Aquis Search, EA Licence No: 16S8125
Hong Kong, Hong Kong
130-150K per month
Jan 12, 2022
Feb 11, 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Roles and Responsibilities:

Portfolio Management
  • To directly manage or to assist Head of Investments to manage equity portfolio(s).
  • Effective implementation of investment ideas across portfolios.
  • To be backup portfolio manager to execute orders under the direction of Head of Investments or Chief Executive Officer when both or either of them not in the office.
  • Ensure investment transactions adhere to risk management guidelines and regulatory requirements.
  • Ensure portfolio is consistently managed in accordance with appropriate strategies and guidelines defined in the investment mandate.
  • To assist in the launch of new funds.
  • To provide client servicing and regular performance reports.
  • Participate in ad-hoc projects relating to portfolio management.

Investment Analysis
  • Conduct investment research on companies and sectors in Asia with return targets according to pre-set criteria.
  • Make investment recommendations and communicate research findings to regional investment teams across Asia on a timely basis.
  • Make investment recommendations to the Head of Investments on a consistent basis to contribute positively to equity portfolios.
  • To work closely with the regional equity research team for stock and sector research.
  • To work closely and to provide a leading role with other members of the equity team in enhancing the investment process on an ongoing basis, to ensure high engagement, and to support the team member's professional development.

Minimum Job Requirements:
  • At least 8 years of experience in stock analysis in Asian markets outside Hong Kong/ China;
  • Minimum 5 years proven experience of managing public funds;
  • Previous experience of managing MPF's APIFs preferred;
  • Bachelor's or Master's Degree in Accounting, Finance, Economics, Business Admin or other related fields;
  • Holder of investment-related professional qualification such as CFA, FRM, or ACCA preferred;
  • Possession of relevant SFC license required.
  • KIP (Key Investment Personnel) Qualification is required or candidates should have over 5 years of SFC authorized fund management experience

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