Investment Manager

Wheelock Corporate Services Limited; Hong Kong; On-site; HKD 900,000 - 1,350,000; Full time

Job summary

Wheelock Properties (Hong Kong) Limited is seeking an Investment Manager to lead in-depth analysis of public markets, including equities and fixed income, and to support portfolio performance optimization.

The role requires a strong background in investment research, modeling, and presentation to senior management, with the ability to mentor junior analysts. All applicants should be adept at cross-time-zone collaboration and Bloomberg/Excel proficiency.

Qualifications

• Bachelor’s degree in finance, economics, or related disciplines; CFA is preferred.
• Minimum 8 years of experience, including at least 7 years in investment research on listed equities.
• Strong communication, organizational, and time-management skills; ability to work across time zones.
• Proficiency in Bloomberg and Microsoft Office.

Responsibilities

• Conduct fundamental, technical, and macroeconomic analysis on global public markets.
• Prepare financial models, valuations, and comps to support investment decisions.
• Monitor market trends and assess investment risks to optimise portfolios.
• Present findings to senior management and mentor junior analysts.

Skills

Financial analysis

Bloomberg

Excel

Presentation

Education

Bachelor's in Finance/Economics

CFA preferred

Tools

Bloomberg Terminal

MS Office

Job description

Welcome to Wheelock and Company Limited, a leading real estate development company dedicated to creating exceptional living and working environments that redefine excellence. With a strong commitment to quality, innovation, and customer satisfaction, we strive to inspire and enrich the lives of our residents and stakeholders. As we continue to grow, we are seeking a talented Investment Manager to join our dynamic team and contribute to the success of our comprehensive development projects in Hong Kong.

Responsibilities:

• Conduct in-depth fundamental, technical, and macroeconomic analysis on global public markets including fixed income (bonds), equities, REITs, ETFs, and related securities
• Prepare comprehensive financial models, valuations, and comparable companies analysis to support investment decisions and portfolio performance optimisation
• Monitor market trends, geopolitical developments, interest rate movements, and sectoral shifts affecting investment portfolios
• Evaluate and recommend investment opportunities based on risk-return profiles, valuation metrics, and strategic fit
• Track and report portfolio performance against benchmarks and investment guidelines
• Assess and monitor investment risks including market, credit, liquidity, and currency risks
• Manage and refine the internal investment process to enhance efficiency, transparency, and decision quality
• Ensure compliance with investment policies, regulatory requirements, and internal controls
• Prepare regular meeting materials and present findings to management for review and decision-making
• Mentor junior analysts to foster skills development and knowledge sharing

Requirements:

• Bachelor’s degree in finance, economics, or related disciplines. CFA qualification is preferred
• Minimum 8 years of working experience, including at least 7 years in investment research on listed equities, with expertise in analysing publicly traded companies and providing actionable recommendations
• Amotivated and collaborative team player
• Excellent organizational and time management skills with the ability to manage different time zones effectively
• Exceptional presentation and communication skills, and capability of clearly conveying complex financial information to senior management
• High proficiency in Microsoft Office applications and Bloomberg

As a highly qualified candidate, you will have the opportunity to make a significant contribution to our mission of creating exceptional experiences for our customers. Join us and discover a unique and professional environment where your skills and expertise will be valued and nurtured, allowing you to flourish and advance in your career. Let's work together to shape the future of our industry and make a lasting impact.

For further information on Wheelock Properties (Hong Kong) Limited, please visit our website: www.wheelockpropertieshk.com.

We are an equal opportunities employer and invite applications from all qualified candidates. Personal data collected will be treated in strict confidence and handled by authorized persons for recruitment-related purposes only within the Wheelock & Wharf Group. Applicants not hearing from us within two months may consider their applications unsuccessful.