Senior Multi-Asset Portfolio Lead (HK)

Marsh Agency; Hong Kong; On-site; HKD 1,200,000 - 1,800,000; Full time

Job summary

Marsh People & Investments in Hong Kong is seeking a Senior Portfolio Manager to design and manage multi-asset and total portfolio solutions for a range of asset owners, including pensions and insurers. The role reports to the Head of Multi-Asset, Asia and focuses on Hong Kong client objectives as part of a broader Asia team.

You will perform strategic asset allocation and risk modelling, develop hedging strategies, and present investment proposals to clients and committees.

Qualifications

• 15 years’ relevant experience in portfolio management.
• Experience designing or managing derivative strategies and hedging programs.
• University degree in Economics, Finance, Statistics or a closely related field.
• CFA Charterholder or progression towards completion of CFA.
• Strong communication skills, both written and verbal.
• Ability to work autonomously and collaboratively across teams.

Responsibilities

• Design multi-asset and other investment solutions to meet client objectives.
• Perform strategic asset allocation and risk modelling.
• Ensure portfolios are managed on an ongoing basis in line with objectives, constraints and investment guidelines.
• Assist with the implementation of dynamic asset allocation views and positions.
• Identify potential hedging strategies and work with colleagues to ensure appropriate implementation.
• Perform independent research, data analysis, apply relevant methodologies, draft written reports, prepare investment proposals, etc.
• Present to both client and internal investment committees.
• Attend new business pitches and represent the company's investment capabilities.
• Initiate and lead implementation of ideas that will improve the efficiency, accuracy or controls of team processes.
• Collaborate closely with colleagues in portfolio management, portfolio intelligence, client service, sales, operations and other teams across the Asian region and globally.

Skills

Portfolio management

Derivative strategies

Hedging programs

Communication

Education

Bachelor's degree in Economics, Finance, Statistics or related field

CFA Candidate or CFA Charterholder

Job description

Marsh People & Investments in Hong Kong is seeking a Senior Portfolio Manager to design and manage multi-asset and total portfolio solutions for a range of asset owners, including pensions and insurers. The role reports to the Head of Multi-Asset, Asia and focuses on Hong Kong client objectives as part of a broader Asia team.

You will perform strategic asset allocation and risk modelling, develop hedging strategies, and present investment proposals to clients and committees.