Manager to VP, Portfolio Analysis & Solutions

BOCI-Prudential Asset Management Ltd; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Job summary

BOCI-Prudential Asset Management Ltd in Hong Kong is seeking a Manager to VP, Portfolio Analysis & Solutions to join the Research & Analytics Team. The role centers on risk management and performance attribution, delivering deep insights into portfolio drivers and exposures.

You will work closely with Portfolio Managers, design analytics tools, monitor VaR and Stress Tests, and prepare comprehensive reports.

Qualifications

• Bachelor’s or graduate degree in a quantitative field (Finance, Economics, Data Science, Statistics, OR) or related technical field.
• CFA or FRM designation or ESG certification (or progress toward) is highly preferred.
• Minimum 5 years of experience in financial industry related to quantitative portfolio analysis, risk management and performance attribution.
• Strong programming (Python, R) skills are essential. Experience with SQL is a plus.
• Hands-on experience with at least one major industry platform: Bloomberg PORT, FactSet, Aladdin, or Barra.
• Solid understanding of portfolio analytics, risk modelling, and attribution methodologies.
• Ability to communicate complex quantitative data in clear, actionable narratives for Portfolio Managers and stakeholders.
• Proficient in both written and spoken English and Chinese, including Cantonese and Mandarin.

Responsibilities

• Conduct advanced quantitative analysis to monitor our portfolio’s performance and risk attribution, ensuring strict alignment with fund mandates, characteristics and prospectuses.
• Monitor key risk metrics (VaR, Tracking Error, Stress Testing, Liquidity) and provide proactive alerts and insights to Portfolio Managers and stakeholders.
• Design, develop and maintain tools to streamline portfolio data extraction and analysis.
• Produce comprehensive portfolio risk and performance reports, and deliver deep-dive analysis into return drivers and risk metrics.
• Act as the power user for our portfolio analytics suite.
• Support Investment Committees with quantitative research on portfolio positioning and "what-if" scenario analysis.

Skills

Python

R

SQL

Education

Bachelor’s degree in a quantitative field

Tools

Bloomberg PORT

FactSet

Aladdin

Barra

Job description

Manager to VP, Portfolio Analysis & Solutions

Our Investment Department seeking a high caliber candidate to join our Research & Analytics Team. This role is central to our risk management and performance functions, focusing on delivering deep insights into portfolio drivers, risk exposures, and performance attribution.

Responsibilities

• Conduct advanced quantitative analysis to monitor our portfolio’s performance and risk attribution, ensuring strict alignment with fund mandates, characteristics and prospectuses.


• Monitor key risk metrics (VaR, Tracking Error, Stress Testing, Liquidity) and provide proactive alerts and insights to Portfolio Managers and stakeholders.


• Design, develop and maintaintoolsto streamline portfolio data extraction and analysis.


• Produce comprehensive portfolio risk and performance reports, and deliver deep-dive analysis into return drivers and risk metrics.


• Act as the power user for our portfolio analytics suite.


• Support Investment Committees with quantitative research on portfolio positioning and \"what-if\" scenario analysis.

Requirements

• Bachelor’s or graduate degree in a quantitative field (Finance, Economics, Data Science, Statistics, Operation Research) or a related technical field.


• CFA or FRM designation or ESG certification (or progress toward) is highly preferred.


• Minimum 5 years of experience in financial industry related to quantitative portfolio analysis, risk management and performance attribution. Experience with ESG monitoring is a plus.


• Strongprogramming (Python, R)skills are essential. Experience with SQL is a plus.


• Hands-on experience with at least one major industry platform:Bloomberg PORT, FactSet, Aladdin, or Barra.


• Solid understanding of portfolio analytics, risk modelling, and attribution methodologies.


• Ability to communicate complex quantitative data in clear, actionable narratives for Portfolio Managers and stakeholders.


• Proficient in both written and spoken English and Chinese, including Cantonese and Mandarin.


• Candidate with less experience will be considered as more junior level position.

We offer competitive remuneration package and comprehensive fringe benefits to the right candidates.

All information received will be treated in strict confidence and only be used for recruitment related purpose. Candidates who are not being contacted within two months may consider their applications unsuccessful. Unsuccessful applications will be retained for up to twelve months for further recruitment purposes and will then be destroyed.

Teamwork * Responsibility * Integrity * Performance

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