Investment Manager

Richer Rich Investment Limited; Hong Kong; On-site; HKD 900,000 - 1,800,000; Full time

Job summary

Richer Rich Investment Limited in Hong Kong is seeking an Investment Manager to lead portfolio construction and strategic asset allocations for institutional clients. This role focuses on delivering targeted risk-adjusted returns while navigating multi-asset markets and regulatory requirements.

You will monitor investments, perform macro research, manage risk, and communicate insights to senior management and clients, with a emphasis on compliance with SFC rules and strong collaboration with

Qualifications

• Bachelor’s degree in Finance, Economics, Investment, Mathematics, Statistics or related disciplines.
• Professional qualifications such as CFA, CPA, FRM are highly preferred.
• Experience in investment analysis, portfolio construction and risk management is required.

Responsibilities

• Portfolio construction and trade execution across multi-asset portfolios.
• Deploy risk models, monitor drawdown and conduct stress tests.
• Track fund NAV and portfolio performance; prepare updates for senior management.
• Engage in investor meetings and roadshows; communicate strategy and performance.
• Conduct macro research and formulate cross-asset investment strategies.
• Collaborate with middle-office, operations and compliance to ensure regulatory adherence.

Skills

Portfolio construction

Risk management

Performance tracking

Macro research

Investor communications

Education

Bachelor’s degree in Finance/Economics

CFA/FRM preferred

Tools

Python

VBA

Job description

We are a Hong Kong-based asset management firm applying for SFC licences for Type 4 (Advising on Securities) and Type 9 (Asset Management) regulated activities. While our applications are pending, we are developing our global asset allocation capabilities and preparing to serve institutional and high-net-worth clients with efficient, secure investment services, subject to obtaining the required licences. Our vision is to become a trusted provider of wealth management services.

As an Investment Manager in the team, your core focus is to analyse and build investment portfolios. You are responsible for monitoring investments and delivering targeted investment returns.

Key Responsibilities

1.Portfolio Construction & Trade ExecutionDevelop, implement and dynamically adjust multi-asset investment portfolios aligned with the fund’s investment return objectives. Determine asset class weighting, position sizing and periodic rebalancing plans in response to evolving market conditions, and oversee end-to-end trade execution.

2.Portfolio Risk ManagementDeploy quantitative allocation models to measure portfolio risks, control volatility and manage maximum drawdown. Conduct regular stress testing and scenario analysis, monitor risk indicators and implement risk mitigation measures to constrain downside risks.

3.Performance Tracking & ReportingContinuously monitor fund NAV and portfolio performance. Conduct periodic investment reviews and performance attribution analysis, and prepare regular investment updates, allocation reviews and performance reports for senior management.

4.Investor Communication & Roadshow SupportParticipate in investor meetings, product roadshows and client engagements. Present investment strategies, market outlooks and portfolio performance to institutional and high-net-worth investors, and support ongoing investor relationship maintenance.

5.Macro Research & Investment Strategy FormulationConduct in-depth macroeconomic, liquidity and market research. Track key market indicators and policy developments, identify investment opportunities and formulate, iterate and optimise cross-asset investment strategies.

6.Compliance & Cross-Functional CollaborationWork closely with middle-office, operations and compliance teams to ensure all investment activities adhere to SFC requirements, portfolio compliance limits, exposure management and internal risk controls.

Requirements

1.Academic BackgroundBachelor’s degree or above in Finance, Economics, Investment, Mathematics, Statistics or related disciplines. Professional qualifications such as CFA, CPA, FRM are highly preferred.

2.Regulatory LicenceMust be a licensed representative for SFC Type 9 (Asset Management) regulated activity, or be eligible to obtain the licence within an agreed timeframe. Clean disciplinary record with no regulatory penalties or adverse employment history.

3.Work ExperienceMinimum 3 years of hands-on investment experience in secondary markets with a verifiable track record of risk-adjusted returns. Prior experience as Investment Manager / Fund Manager at private funds, securities asset management firms or public mutual funds is strongly preferred.

4.Professional CompetenciesSolid understanding of global secondary market trading rules and cross-asset investment instruments. Strong fundamental research, macro analysis and trend judgment capabilities, with a complete and independent investment strategy framework. Practical experience in portfolio construction, risk management and performance attribution. Strong risk awareness and ability to implement disciplined investment processes.

5.Soft SkillsHigh market sensitivity and sound judgment under volatile market conditions. Strong stress tolerance and decisive decision-making ability. Rigorous, accountable and highly professional, with strict adherence to financial industry compliance standards and professional ethics.

6.Language SkillsFluent in written and spoken English and Mandarin; Cantonese is a plus.

7.Preferred QualificationsPrior experience in digital asset investment and portfolio management. Experience with quantitative allocation models and programming skills (Python, VBA) are advantageous.

Unlock job insights

Your application will include the following questions:

• Which of the following statements best describes your right to work in Hong Kong?
• What's your expected monthly basic salary?
• How many years' experience do you have as an Investment Manager?
• How many years' experience do you have with investment fund management?
• Which of the following languages are you fluent in?