CFA $130,900 jobs

Key Responsibilities

• 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.