Senior Portfolio Manager

OP Investment Management Limited; Hong Kong; On-site; HKD 1,200,000 - 2,400,000; Full time

Job summary

OPIM is seeking a Portfolio Manager to oversee a fund with the objective of generating absolute returns over the medium to long term by capitalizing on global macro trends and market imbalances. Key duties include top-down macroeconomic analysis, in-depth fundamental research, dynamic asset allocation across equities, debt, currencies, futures and derivatives, and managing trade execution with a focus on the US market.

Fluency in English and Mandarin is required; Cantonese is a plus.

Qualifications

• Bachelorfs degree in Finance, Economics, Statistics, or a related field is required.
• Strong understanding of investment risk management and portfolio monitoring is essential.
• Experience with performance attribution and market analysis is preferred.
• Regulatory knowledge and HKSI licensing is advantageous.

Responsibilities

• Perform top-down macroeconomic analysis and fundamental research to identify opportunities.
• Monitor macro conditions and risk-reward dynamics to generate investment ideas and adjust exposure.
• Allocate capital across macro-sensitive instruments to construct and monitor fund portfolios.
• Utilize a broad range of instruments to express macro views in line with fund objectives.
• Manage trade execution across markets, with focus on the US market.
• Develop relationships with prospective investors and serve as day-to-day contact for clients.

Skills

Investment risk management

Portfolio monitoring

Performance attribution

Market analysis

Investor engagement

Education

Bachelorfs degree in Finance, Economics, Statistics, or related field

HKSI Licensing Examination Paper 1 (Fundamentals of Securities and Futures Regulation)

Job description

OPIM is one of Asia's leading hedge fund platforms, providing comprehensive fund infrastructure and operational solutions to investment managers. With over US$3 billion in Assets Under Management, OPIM supports more than 50 investment strategies across Asia.

Key Responsibilities

Act as one of the portfolio managers assigned to manage a fund on behalf of the Company with an objective of generating absolute returns over the medium to long term by capitalizing on global macroeconomic trends and market imbalances, subject to terms and conditions provided under the relevant investment management agreement, and subject to the applicable investment restrictions.

Key responsibilities include but are not limited to:

performing top-down macroeconomic analysis combined with in-depth fundamental research to identify high-conviction opportunities across asset classes;

monitoring evolving macro conditions and risk-reward dynamics to generate investment ideas, adjust position sizing and exposure, and implement the investment strategy for the fund;

dynamically allocate capital across a variety of macro-sensitive instruments based on assessments of global economic cycles, policy developments, and market dislocations to construct and monitor the investment portfolio in accordance with the investment objective of fund;

leverage knowledge of a wide range of instruments including but not limited to listed equities, equity-related instruments, debt securities and obligations, currencies, commodities, futures, options, swaps, and other derivative instruments to express macro views, and generally invest and manage the assets of Fund in accordance with terms under the offering memorandum of the fund;

manage trade execution processes in relation to fund across developed markets and the Greater China region, with a primary focus in US market;

proactively develop relationships with eligible prospective investors to raise capital for the fund while acting as the principal day-to-day relationship contact for existing and prospective fund investors; and

monitor applicable investment guidelines, restrictions, and other risk management limits (such as limitations on max leverage, sector concentration, and issuer concentration, where applicable) set in the offering memorandum of fund and/or the Company from time to time, as well as other applicable market rules and regulations.

Requirements

Bachelor’s degree in Finance, Economics, Statistics, or a related field.

Minimum 5 years relevant experience in investment management, asset management, hedge funds, private markets, or related investment roles.

Holder of a pass in the HKSI Licensing Examination Paper 1 (Fundamentals of Securities and Futures Regulation).

Strong understanding of investment risk management, portfolio monitoring, performance attribution, and market analysis.

Solid knowledge of financial markets, investment products, and macroeconomic trends.

Familiarity with relevant regulatory and compliance requirements in the asset management industry.

Established personal investor networks and experience with investor engagement and relationship management is an advantage.

Fluent in written and spoken English and Mandarin; Cantonese is an advantage.