Portfolio Analytics Lead: Risk, Performance & Insights

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

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.