Portfolio Management Analyst

3 Capital Partners 源浩資本; Hong Kong; On-site; HKD 300,000 - 420,000; Full time

Job summary

3 Capital Partners 源浩資本 in Hong Kong is seeking a motivated Portfolio Management Analyst to join our investment team. You will support portfolio management and investment operations, contributing to an entrepreneurial, collaborative environment where real responsibility and mentorship are offered.

We welcome graduates with 1–2 years of experience or professionals looking to grow in a forward-thinking asset allocator. Strong communication and AI-driven workflow skills are valued.

Qualifications

• Bachelor’s degree in finance, business, economics, or related field with CGPA ≥ 3.6.
• Interest in portfolio management and investment operations.
• Programming knowledge to work with AI tools and streamline workflows.
• Fluent in English and Mandarin; internship experience preferred for grads.

Responsibilities

• Support and grow within portfolio management and investment operations.
• Collaborate with the investment team on multi-asset strategies.
• Apply AI tools to improve workflows and decision processes.

Skills

Analytical skills

Programming knowledge

Communication

Team collaboration

Entrepreneurial mindset

Education

Bachelor’s degree in finance/business/economics

Job description

An investment office that serves ultra-high-net-worth families in Asia with unparalleled dedication.Our firm stands out in the industry, driven by a clear vision to align our purpose with our clients’ aspirations, delivering solutions that are both sustainable and repeatable.Our professional management team operates with agility, ensuring we exceed expectations in every client interaction, delivering a consistent wealth preservation and adopting an endowment-like investment approach.We are a fully discretionary capital allocator offering a purpose-driven multi-asset investment strategy.We pride ourselves on our independent solutions and strong alignment of interest with the families that we work with.3 Capital Partners is headquartered in Hong Kong and regulated by the Hong Kong Securities and Futures Commission.

About the Role - Join Our Dynamic Investment Team

We are looking for a motivated Portfolio Management Analyst with an entrepreneurial mindset to join our investment team to support and grow within our portfolio management and investment operations function . This is a unique opportunity to dive into the exciting world of portfolio management and investment operations while working in a collaborative and supportive environment.

This is more than just a job, it’s a chance to kickstart your finance career in a role that offers real responsibility, mentorship, and the opportunity to grow with a forward-thinking team.If you’re ready to step outside the traditional banking mold and make an impact, we want to hear from you!

We welcome applications from both graduates and professionals with 1-2 years of experience.

Who We’re Looking For:

• Bachelor’s degree in finance, business, economics, or a related field with a minimum CGPA of 3.6.
• Passion for finance and a drive to forge a unique career path in portfolio management.
• Strong analytical and problem-solving skills, paired with curiosity and an entrepreneurial mindset.
• Sufficient programming knowledge to work with AI tools, and a passion for applying AI to solve problems and streamline workflows.
• Excellent communication skills and a collaborative, team-oriented approach.
• Self-motivated, eager to learn, and proactive in tackling challenges.
• Fluency in written and spoken English and Mandarin.
• For recent graduates, relevant internship experience at a reputable financial institution is preferred.
• For experienced candidates, 1-2 years of experience at a recognized financial institution is ideal.

Why Join Us?

• Dynamic Learning Environment: Build a strong foundation in finance with exposure to multiple asset classes and real-world investment decisions.
• Career Growth: This role offers clear opportunities for skill development and career progression outside traditional banking paths.
• Supportive Culture: Thrive in a team-oriented environment that values collaboration, innovation, and unique contributions.