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Schroders Hong Kong is seeking an Implementation Portfolio Manager to design and oversee investment implementation and pre-trade monitoring. You will work with Investment and Operations teams to ensure compliant, timely trade execution and cash management, including derivatives risk management.
You should have at least 7 years in portfolio implementation, Mandarin proficiency, and a strong grasp of market regulations. The role offers a collaborative environment across a global firm.
Hong Kong
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About Us
Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.
Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.
Job Summary:
We aim to successfully assist in the management and implementation of a portfolio’s investment strategy.
Implementation Portfolio Managers take responsibility for implementation of investment decisions and trades, working closely with Head of Portfolio Implementation and Investment Teams to design and propose the investment implementation and pre-trade compliance monitoring process. In some teams they are also responsible for overseeing cash management, and corporate actions.
An Implementation Portfolio Manager’s main stakeholder is the Investment team; however as a senior team member he/ she is also expected to be able to manage and navigate more complex queries by representing the Investment Team in providing the support link between Investment Product, Operations & Client Group teams. A good Implementation Portfolio Manager has to be able to meet the following criteria.
1.At least 7 years in portfolio implementation relevant experience
2.Have the support and trust of Investment colleagues when conducting the day-to-day as well as any ad-hoc investment implementation
3.Have good knowledge of operational processes, business and market requirements.
4.Have a good understanding of guidelines and regulations of mandates and funds managed by the investment desk
5.Possess strong knowledge of regulations and execution processes for all markets included in desk strategies.
6.Well versed in the Group’s policies and processes, including for e.g. the Risk Event Reporting procedures
7.Have sufficient proficiency in Mandarin and written Chinese to review and interpret Chinese-language documentation and regulatory requirements
Key Responsibilities:
Key Activities
What an Implementation Portfolio Manager does not do
There are several activities which an Implementation Portfolio Manager will not be expected to do:
Escalation
Escalation of queries surrounding performance of Implementation Portfolio Manager activities should be directed to the Head of Portfolio Implementation (Asset Class).
Risk Event Procedure should be followed for notification of all Risk Events
We Recognise Potential, Whoever You Are
Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.
We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.