Portfolio Associate

Ping An of China Asset Management (Hong Kong) Company Limited; Hong Kong Island; On-site; HKD 420,000 - 640,000; Full time

Job summary

Ping An of China Asset Management (Hong Kong) Company Limited is seeking a detail-oriented investment operations professional to support quantitative analysis, portfolio optimization and attribution work across passive and active mandates.

You will assist daily operations, provide backup trading support, and prepare daily and ad-hoc investment reports using Bloomberg and Wind; strong Excel is required and Python is a plus.

Qualifications

• Minimum: Degree holder in Finance/Accounting/Business.
• 3+ years of relevant experience preferred.
• SFC licenses for Type 4 and 9 regulated activities preferred.
• Prior experience with public fund products is a plus.
• Strong knowledge of quantitative analysis and global equity markets.
• Ability to multi-task in a fast-paced buy-side environment.
• High level of professionalism and discretion with sensitive information.

Responsibilities

• Support quantitative analysis, research, portfolio optimization and attribution analysis; maintain databases.
• Assist day-to-day operations of multiple portfolio mandates (passive and active).
• Provide backup to portfolio trading and related duties.
• Provide post-investment support to all mandates.
• Produce daily, periodic and ad-hoc reports/commentaries using Bloomberg, Wind, etc.
• Excel-based reporting required; Python skills preferred.
• Review and coordinate portfolio certifications for regulatory filings and internal use.
• Handle other ad hoc projects as assigned.

Skills

Quantitative analysis

Python

Advanced Excel

Multitasking

Professionalism

English & Chinese communication

Education

Finance/Accounting/Business degree

Tools

Factset

Bloomberg

Wind

MS Office

Excel

Job description

Support quantitative analysis and research, portfolio optimization and attribution analysis and database maintenance

Assist on day to day operation of different portfolio mandates include both passive and active strategies

Provide backup to portfolio trading and related duties

Post investment support to all investment mandates

Produce daily, periodic and ad hoc reporting / commentary required by the investment team using Bloomberg, Wind etc.

Advanced Excel skill is required, and python skills preferred

Review, coordinate and process portfolio certifications for regulatory filings and internal use.

Other ad hoc projects as assigned.

Requirements

Education and Professional Requirements

Minimum: Degree holder in Finance/Accounting/Business

Experience Requirements

Preferred:3 year or above relevant experience

Preferred: SFC licenses for Type 4 and 9 regulated activities

Preferred: prior experiences in dealing with public fund products

Special Skills

Good knowledge of quantitative analysis

Knowledgeable in Global equity markets

Ability to multi-task and work in a fast-paced environment, experience in buy-side asset management company with portfolio experience is a plus

Helpful and willing to accept responsibility

High degree of professionalism and tact in handling sensitive information and situation

Good knowledge in Factset, Bloomberg and Wind

Excellent PC knowledge in MS Office, Excel, Email & Chinese word processing

Good command of both written and spoken English and Chinese