Quantitative Portfolio Manager

Olive Asset Management; Hong Kong; On-site; HKD 627,451 - 941,176; Full time

Job summary

Olive Asset Management in Hong Kong is seeking an experienced Investment Manager to build and manage ETF‑based multi‑asset portfolios for high-net-worth clients. This pivotal role involves designing risk-tiered investment strategies and running discretionary mandates while utilizing AI productivity tools to enhance efficiency.

The ideal candidate brings 5–8 years of investment experience, strong ETF market knowledge, and proficiency in Bloomberg and Excel. Fluent Mandarin and English are required, with Cantonese as a bonus.

Qualifications

• 5–8 years of investment experience in asset management, private banking, or wealth management.
• Experience with ETF‑based or multi‑asset model portfolios.
• Understanding of global ETF markets: product structure and liquidity.

Responsibilities

• Design and manage ETF model portfolios covering global assets.
• Run discretionary portfolio management mandates for HNW clients.
• Conduct due diligence on ETFs and monitor regulatory developments.
• Collaborate with advisors to create tailored ETF solutions.

Skills

Investment strategy

ETF management

Portfolio construction

Client management

AI tools proficiency

Tools

Bloomberg

FactSet

Microsoft Excel

Microsoft PowerPoint

Job description

Investment Manager – ETF & Multi-Asset Portfolio

Olive Asset Management is the global asset management platform of Noah Holdings (NYSE: NOAH | HKEX: 6686), headquartered in Singapore with offices in Hong Kong, Shanghai, Silicon Valley, and New York. We are Noah's AI-native strategic core — managing USD 9.5B in assets under advisement across private equity, hedge funds, public markets, and multi‑asset allocation, serving 30,000+ high‑net‑worth clients.

We are hiring an Investment Manager to build and manage ETF‑based multi‑asset model portfolios and run discretionary mandates (DPM) for HNW clients — with ETFs and liquid instruments as primary building blocks. This role sits at the intersection of investment strategy and client delivery.

Responsibilities

• Design and maintain risk‑tiered ETF model portfolios covering global equities, fixed income, commodities, and alternatives; execute tactical rebalancing in response to market conditions.
• Run discretionary portfolio management (DPM) mandates for HNW Chinese‑speaking clients using ETFs and liquid instruments as core holdings.
• Conduct ETF due diligence across providers (iShares, Vanguard, CSOP, Hang Seng Investments, etc.) — evaluating tracking error, liquidity, TER, tax efficiency, and structural risk.
• Maintain an approved ETF universe covering HKEX‑listed, US‑listed, and ETF Connect instruments; monitor SFC and HKEX regulatory developments.
• Collaborate with wealth advisors to design bespoke ETF solutions for clients with specific risk/return or currency objectives; prepare bilingual investment proposals and market outlook materials.
• Leverage AI tools — including large language model platforms, AI‑assisted portfolio analytics, and automated market intelligence workflows — to enhance research efficiency, accelerate report drafting, and support investment decision‑making.
• Participate in investment committee discussions and client meetings as required.

Qualifications

• 5–8 years of investment experience in asset management, private banking, or wealth management in Hong Kong or international markets.
• Demonstrated experience constructing and managing ETF‑based or multi‑asset model portfolios.
• Strong understanding of global ETF markets: product structure, liquidity dynamics, cost efficiency.
• Proficiency in Bloomberg / FactSet and Microsoft Excel/PowerPoint.
• Hands‑on experience with AI productivity tools (e.g. ChatGPT, Claude, Copilot, Perplexity, or similar) applied to investment research, report generation, or data analysis workflows — not just awareness, but active daily use.
• SFC Type 4 licence (or eligibility); Type 9 is a strong advantage.
• Fluent in Mandarin and English (written and spoken); Cantonese a plus.
• Familiarity with Cayman/BVI fund structures, QDLP/QFLP, or Wealth Management Connect (WMC) products.
• Knowledge of Hong Kong MPF constituent fund structures.

All applications are treated in strict confidence. Only shortlisted candidates will be notified. Olive Asset Management (Hong Kong) Limited is an Equal Opportunity Employer.