Portfolio Manager
Core
Supervise Type 9 regulated activities and manage the MPF scheme's daily dealing activities to ensure compliance with MPFA and SFC guidelines.
Role type
Senior IC portfolio manager (asset management)
Builds
Strategic and tactical asset allocation for underlying funds/fund managers
Domain
Financial services / Asset Management / MPF
Required skills
Fund/fund manager screening, due diligence, selection, monitoring, evaluation, strategic asset allocation, tactical allocation, macro and multi-asset class research, performance analysis, regulatory compliance (SFC/MPFA), product design and launch, external manager relationship management
Preferred skills
Global financial market understanding, lateral thinking across sectors, MPF market and products knowledge, fund distribution landscape knowledge in HK and region, client-first mindset
Technologies
N/A
Responsibilities
Conduct dealing activities, formulate strategic and tactical asset allocation, provide regular performance analysis and reports for marketing materials, review and enhance investment processes
Seniority
Senior, hands-on IC