CareerPlan

Portfolio Manager / Senior Portfolio Manager (Hong Kong Branch)

Hong Kong, Hong Kong, HKFull-time2026-08-21 → 2026-11-07

Core

Manage and implement investment decisions for individual accounts, ensuring alignment with client objectives and guidelines.

Role type

Senior IC portfolio manager (fixed income/cash)

Builds

Managed discretionary investment portfolios for individual clients

Domain

Asset Management / Fixed Income

Required skills

Portfolio optimization, Fixed income analysis, Cash flow management, Client guidelines application, Quantitative analysis, Project leadership

Preferred skills

CFA designation, SFC Type 9 RO or HKMA Type 9 EO license, Accounting/Business/Law degree, HKSI Licensing Papers 1 & 6

Technologies

Portfolio optimization tools, MS Office (Excel, Word, PowerPoint)

Responsibilities

Monitor fixed income and cash positions daily, Oversee investment of new accounts, Collaborate with Legal/Compliance, Sales/Trading and Operations, Lead project-based initiatives

Seniority

Senior, hands-on IC