Portfolio construction and trade / cashflow allocation management, ensuring portfolios are aligned with team strategies.
Contribute to asset allocation and portfolio positioning decisions as well as implementation including trade execution across bonds, FX, ETFs, equities and derivatives.
Provide regular investment portfolio analysis and reporting. Review results of investment performance / return calculations for accuracy and analyze performance attribution Negotiate and draft agreements, monitor performance and check compliance for assets managed by external fund managers Serve as the team subject matter expert and contact point for Bloomberg and AIM related issues including trade execution, compliance, reporting, portfolio database management etc.
Act as the contact point for portfolio allocation and structuring with outsourced managers. Provide fund analysis and respond to ad-hoc requests for information / research from internal and external clients.
The Person : University graduates in business discipline or majored in Finance. At least 5 years experience with equities and fixed income product, ideally from an investment management setting though we would also consider front / middle-office markets professionals with relevant experience.
Solid investment knowledge and understanding of investment portfolio management principles and demonstrable interest in learning more (e.
g. further study, own investments, etc.) Highly numerate with the ability to communicate analysis with individuals from a variety of disciplines.
Team player with high attention to detail and ability to work under pressure. Self-motivated and able to multitask, prioritize, cope with competing demands, and think outside the box.
Proficient computer, administrative, and presentation skills. Fluent English and Cantonese. Other professional designation such as CFA or an actuarial discipline is a plus.
Familiarity with MS Office suite and ideally Bloomberg. Knowledge of VBA and Python is a plus.