Senior Portfolio Manager (Investment Solutions)

Marsh; Hong Kong; On-site; HKD 1,800,000 - 3,000,000; Full time

Job summary

Marsh is seeking a Senior Portfolio Manager based in Hong Kong to design and manage multi-asset and total portfolio solutions for a wide range of asset owners, primarily in Hong Kong, with collaboration across Asia. The role reports to the Head of Multi-Asset, Asia and involves engaging in both public and private markets to meet client objectives.

The successful candidate will lead implementation of ideas, perform risk modelling, and present investment proposals to committees while collaborating

Qualifications

• 15 years' relevant experience in portfolio management.
• Experience designing or managing derivative strategies and hedging programs.
• Bachelor-level degree in Economics, Finance, Statistics or equivalent.
• CFA Charterholder or progression towards CFA.

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 hedging strategies and implement with colleagues.
• Conduct independent research, data analysis, and draft reports and proposals.
• Present to client and internal investment committees.
• Attend new business pitches and represent the company's capabilities.
• Lead improvements to team processes for efficiency and controls.
• Collaborate with portfolio management, client service, sales, and operations across Asia and globally.

Skills

Portfolio management

Derivative strategies

Hedging programs

Communication

Education

Bachelor's degree in Economics/Finance/Statistics

CFA Charterholder or candidate

Job description

Summary

Marsh People & Investments is the world's largest OCIO provider and investment solutions leader. We help a wide range of asset owners including pensions, insurers and endowments to achieve their investment objectives. We are currently searching for a Senior Portfolio Manager based in Hong Kong, reporting into the Head of Multi-Asset, Asia. The successful candidate will play a central role designing and managing multi-asset and total portfolio solutions covering both public and private markets on behalf of a wide range of asset owners, primarily in Hong Kong, while contributing to team outcomes across Asia more broadly.

We will count on you to:

• 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.

What you need to have:

• 15 years' relevant experience in portfolio management.
• Experience designing or managing derivative strategies and hedging programs.
• Relevant university degree at least at Bachelor level, such as in Economics, Finance, Statistics or other analytically thorough disciplines.
• CFA Charterholder or progression towards completion of CFA.
• Self-driven and self-motivated to seek out knowledge, test ideas and ways to contribute to the team.
• Willingness to challenge one's peers.
• Team player with a collaborative and positive mindset.
• Ability to communicate complex issues in a confident and coherent manner, both in writing and verbally.
• Flexible, entrepreneurial, solutions-oriented and can work on own initiative.
• High energy, proactive and desire to see things done efficiently.
• Keen attention to detail with prior project management experience.
• Ability to manage multiple projects and work under pressure to meet tight timelines.
• Attention to detail, organized and ability to multi-task.
• Proficiency in Cantonese, Mandarin or other Asian languages an advantage.

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.

Marsh is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one 'anchor day' per week on which their full team will be together in person.

R_372085