Support and work closely with the current Portfolio Manager in managing the investment portfolio.
Assist in portfolio construction, asset allocation, and risk management across US (primary focus) and Hong Kong (secondary focus) equity markets.
Assist in managing portfolios with flexible asset allocation ranges across equities, fixed income, ETFs, and alternative investments in accordance with investment mandates and market opportunities.
Contribute to investment strategy development, market analysis, and identification of investment opportunities in public equity markets.
Conduct fundamental research and financial analysis on listed companies, as well as macroeconomic and sector trends.
Monitor portfolio performance and assist in preparing regular investment updates and reports for management and stakeholders.
Ensure the portfolio adheres to internal investment guidelines and relevant regulatory requirements.
Support the development of the investment team, including mentoring junior analysts and sharing investment insights.
Requirements
Approximately 5-8 years of relevant experience in portfolio management or investment roles, with strong exposure to both US (primary focus) and Hong Kong (secondary focus) markets.
Proven track record of co-managing or contributing to a portfolio of at least US$200 million in AUM.
Demonstrated ability to contribute to achieving an average annual portfolio return of approximately 15% (target or benchmark-based).
Experience working in a team-based investment environment, supporting or co-leading portfolio management functions.
Bachelor's degree in Finance, Economics, Accounting, or a related field Master's degree and/or CFA designation preferred.
Experience in public equity secondary markets is an added advantage.
Strong analytical, investment research, and portfolio management skills.
Excellent communication, collaboration, and leadership abilities.
