Investment Analyst / Asistant Portfolio Manager - (Various asset classes and openings - Asset Manage

Employer
JH Partners Asia Company Limited
Location
Hong Kong, Hong Kong
Salary
open to discussed
Posted
Jan 12, 2022
Closes
Feb 11, 2022
Ref
12996447
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Client description

Our Clients are well-known asset management, insurance company and Hedge Fund. Due to the Strong business growth, they are looking for a qualified candidate to join them as a Investment Analyst, ranging from Associate - AVP (Consider candidates covering TMT, consumer, healthcare, or generlist), Assistant Portfolio Manager ( Covering multi-asset, equity, fixed income, ETFs, alternative investment, real estate and indexing) And Associate Director (multi-asset strategy)

Responsibilities

Conduct external funds due diligence
• Oversee external investment management service engagement
• Assist in overall portfolio management process for listed equities, fixed income, listed and OTC derivatives, and alternative assets including portfolio position updates, regular rebalancing, cash optimization, asset allocation, SAA/TAA review, etc
• Perform pre-trade analysis
• Monitor and ensure pre-trade and post-trade portfolio compliance against relevant risk limits/ investment policies/ regulatory requirements
• Execute trade orders for listed equity securities, fixed income and derivatives
• Complete trade allocation and post-trade report
• Monitor company's in-house equity portfolio and produce regular analysis report
• Monitor corporate actions and provide action recommendation
• Perform monthly portfolio updates
• Research on specific investment topics to identify investment opportunities/risk relates to the portfolio
• Prepare investment reporting and presentation for Investment Management Committee
• Take meeting note at committee meetings
• Provide asset/market/investment portfolio information to other internal teams for financial, risk, actuarial and other internal reports
• Enhance investment reporting process through controls implementation, automation, and/or system enhancements
• Support customized investment/management reporting requests
• Perform required market research to assist on investment related assumption review exercises
• Complete other ad-hoc tasks or analysis if required

Requirements

Bachelor degree or above, with minimum 3- 12 years experience, including but not less than three years in covering sector or sector(s) mentioned above.
Strong commitment to sell-side equity research.
Seasoned financial modelling skill and accounting knowledge.
Candidates who have attained CFA level III exams are preferred.
Excellent and well-structured written and verbal communication skill in English and Mandarin.
Excellent interpersonal and communication skills.

Interested parties, please click on apply now or reach out Katy Cheng, katycheng@jhpasia.com or 23363582 for more information.

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