Senior Multi Asset Portfolio Manager - Capital Access Limited

Capital Access; Hong Kong; Vor Ort; HKD 1.200.000 - 2.000.000; Vollzeit

Zusammenfassung

Capital Access is seeking a senior Multi-Asset Investment professional to manage discretionary multi-asset portfolios with a focus on strategic and tactical asset allocation (SAA/TAA). Initial focus may include ETFs, REITs and income assets, with potential expansion into infrastructure hedge funds, rates, credit and FX.

The role requires a proven track record in portfolio management, strong macro and cross-asset expertise, and advanced quantitative training (CFA/FRM/MSc/PhD).

Qualifikationen

• Proven track record in multi-asset portfolio management and asset allocation.
• Experience with MPF, ORSO, pension funds, or FOF is highly relevant.
• Strong macro and cross-asset expertise with advanced quantitative training.
• Proficiency in quantitative tools and data, including Python/R, SQL and Bloomberg.
• Familiarity with derivatives for efficient implementation and hedging is a strong advantage.
• Solid understanding of Greater China/Asian markets is highly preferred.

Aufgaben

• Drive portfolio performance across market cycles through disciplined asset allocation and timely rebalancing.
• Translate macro and cross-asset views into actionable positions across equities, fixed income, FX and diversifiers.
• Utilize quantitative tools and systematic overlays to optimize portfolio construction.
• Manage market, credit, liquidity and currency risks with strict compliance.
• For leadership roles, mentor and lead a team and contribute to investment governance and client presentations.

Kenntnisse

Multi-asset portfolio management

Macro & cross-asset expertise

Quantitative tools

Derivatives for hedging

Asia market knowledge

English/Cantonese/Mandarin

Ausbildung

CFA

FRM

MSc/PhD in finance

Tools

Python/R

SQL

Bloomberg

Barra/Axioma

Jobbeschreibung

We are currently helping a few investment managers looking for experienced Multi-Asset Investment professionals. The clients include Newly Set Up Single Family Office and Leading Asset Management Firm. We are open to candidates ranging from Senior Portfolio Managers to Head of Multi-Asset, depending on experience and fit.

Manage discretionary multi-asset portfolios (balanced, income, growth) with a focus on strategic and tactical asset allocation (SAA/TAA). Initial focus may include liquid and steady income assets (ETFs, REITs), with flexibility to expand into infrastructure hedge funds, rates, credit, and FX.

Key Responsibilities:

• Drive portfolio performance across market cycles through disciplined asset allocation, fund/security selection, and timely rebalancing.
• Convert macro and cross-asset views into actionable positioning across equities, fixed income, FX, and diversifiers.
• Utilize quantitative tools (factor/risk models, scenario analysis, back-testing) and systematic overlays (e.g., volatility targeting, hedging) to optimize portfolio construction.
• Manage market, credit, liquidity, and currency risks; ensure strict guideline and regulatory compliance.
• For the leadership role: Mentor and lead a team of investment professionals, foster collaboration, and contribute to the firm's overall investment governance and client/stakeholder presentations.

Key Requirements:

• Proven track record in multi-asset portfolio management, asset allocation, and delivering benchmark-relative performance. Experience with MPF, ORSO, pension funds, or FOF is highly relevant.
• Strong macro and cross-asset expertise, with advanced quantitative training (CFA, FRM, MSc/PhD) preferred.
• Proficiency in quantitative tools and data (Python/R, SQL, Bloomberg, Barra/Axioma or equivalent).
• Familiarity with derivatives for efficient implementation and hedging is a strong advantage.
• Solid understanding of Greater China/Asian markets is highly preferred.
• Proficiency in spoken and written English, Cantonese, and Mandarin.

For more information, please contact Betty Zeng at 35 070 or