Junior Portfolio Manager

Delta Asia Securities Limited; Hong Kong; On-site; HKD 390,600 - 585,900; Full time

Job summary

Delta Asia Securities Limited in Hong Kong seeks an experienced equity research professional to support decision-making, client communications, and investment analysis. The role requires a Bachelor’s degree in business/finance and 3+ years of equity research experience, with SFC RA 1 or 9 license and strong knowledge of global markets.

The position is full-time in Wan Chai, with a competitive salary package.

Qualifications

• Bachelor’s degree in Business Administration, Economics, Finance or related discipline preferred.
• 3+ years of relevant equity research experience.
• Holder of SFC license RA 1 or 9 with knowledge of SFO regulatory requirements.

Responsibilities

• Prepare daily morning market briefing notes to support internal investment decision-making and client communication.
• Manage and ensure timely and accurate order placement and execution.
• Support portfolio rebalancing activities in alignment with investment strategy and risk parameters.
• Support investment analysis requests with data and inputs/recommendations.
• Participate in client meetings to support investment product pitching.
• Assist in onboarding new clients and maintaining client engagement.
• Monitor market developments, earnings, and sector trends for actionable investment insights.

Skills

Equity research

Analytical skills

Communication

Presentation

Excel

Bloomberg

Programming for analytics

AI Prompts

Education

Bachelor’s degree in Business Administration, Economics, Finance or related discipline

Tools

Bloomberg Terminal

Job description

At Delta Asia Financial Group, we foster a supportive and empowering environment that enables our employees to shape rewarding career journeys. We are committed to your professional growth and development, and to creating a workplace culture that values collaboration, innovation, and excellence.

Responsibilities

• Prepare daily morning market briefings notes to support internal investment decision-making and client communication
• Manage and ensure timely and accurate order placement and execution
• Support portfolio rebalancing activities in alignment with the Company’s investment strategy and risk parameters
• Support Business teams with investment analysis requests, providing data and preparing data-driven inputs/recommendation
• Participate in client meetings with Business teams to support investment product pitching
• Support new client onboarding process and maintain engagement with clients
• Track market developments, earnings announcements, and sector trends to identify actionable insights for investment team
• Distribute market commentary, research highlights, and daily summaries to keep clients informed and engaged
• Coordinate with research, trading, and business teams to synthesize market intelligence and contribute to investment ideas
• Liaise with operations, compliance, and settlement teams to ensure accurate trade processing and timely query resolution
• Monitor trade allocations, confirmations, and adherence to internal policies and regulatory requirements, escalating issues where necessary
• Support day-to-day activities including ad hoc request on datasets, searches and evaluation of company background materials
• Perform other ad hoc duties as assigned by management / supervisor

Requirements

• Bachelor’s degree in Business Administration, Economics, Finance or related discipline preferred
• 3+ years of relevant experience in equity research experience
• Holder of SFC license RA 1 or 9 with sound knowledge of the SFO and applicable SFC regulatory requirements/guidelines
• Strong analytical, presentation, and communication skills
• Proficient in market data platforms (e.g., Bloomberg) and Microsoft Excel; programming skills for analytics/tools are an advantage
• Good knowledge in AI Prompts
• Strong understanding of global markets, trading mechanics, and asset management
• Detail-oriented, organized, able to multitask under pressure; team player with proactive attitude
• Good command of both English & Chinese, written and spoken

More Job Information

Salary

• 35000 - 52500 / MONTH

Job Function

• 銀行 · 金融服務 - 一般 · 其他

Location

• 灣仔

Employment Term

• 全職

Employment Term

• 長期

Education

• 學士