VP-Director, Portfolio Management (Equity)

Shenwan Hongyuan (H.K.) Limited; Hong Kong; On-site; HKD 900,000 - 1,200,000; Full time

Benefits offered by this job

5-day work week

Job summary

Shenwan Hongyuan (H.K.) Limited is seeking an experienced investment professional to manage portfolios across HK and China A-share markets. You will develop strategies using financial modeling, back testing, and rigorous risk controls while providing research support across macroeconomics, policy changes, and industry trends.

You will work with teams across departments, conduct due diligence on external funds, and coordinate fundraising efforts to grow assets under management.

Qualifications

• Bachelor's degree in finance or related field.
• RO of SFC Asset management license, CFA or FRM certificate will be a plus.
• Minimum of 10 years working experience in asset management, proven experience in investment and financial assets management as an analyst or assistant manager in a financial institution.
• Strong understanding of investment strategies and risk management, especially regarding China A shares.
• Excellent written and spoken communication skills in English and Chinese.

Responsibilities

• Manage portfolios or client accounts in HK and A-share markets.
• Provide research support for investment strategies across macroeconomics, policy, and industry cycles.
• Develop and implement sound investment strategies with financial modeling, data fitting, back testing, and risk controls.
• Conduct due diligence on external funds and match with client needs; provide investment recommendations.
• Communicate investment objectives and performance to clients; assess client risk profiles and horizons.
• Collaborate with colleagues from other departments to provide research and investment support.
• Assist in bringing in new clients and assets and coordinating fundraising for asset management products.

Skills

Portfolio management

Investment strategy

Risk management

Financial modeling

Due diligence

Client communication

Team collaboration

Fundraising

Education

Bachelor's degree in finance

Tools

SFC RO license

CFA/FRM (plus)

Job description

• Manage investment portfolios or clients’ accounts in various secondary equity markets (mainly HK market and A-share market) through tried and proved investment strategies. Achieve relative or absolute investment return targets;
• Provide research support for investment strategies from multiple perspectives, including macroeconomics, international relations, policy changes, industry cycles, style rotation, business models, valuation systems, and financial indicators;
• Develop and implement sound investment strategies based on financial modeling, data fitting, back testing and return forcasting. Determine environmental conditions and empirical implementation of the strategies with proper risk control indicators;
• Learn and familiarize with various investment strategies, conduct due diligence on external mutual and private secondary market equity funds, match with client needs, and provide investment recommendations;
• Communicate with clients about investment objectives and subsequent investment returns. Determines a client’s appropriate level of risk based on the client's time horizon, risk preferences, return expectations, and market conditions;
• Based on the above mentioned job responsibilities, cooperate and work as a team with colleagues from other departments to provide investment and research support;
• Bring in new clients and assets, organize the fundraising of the company’s asset management products, and coordinate sales efforts.

Requirements:

• Bachelor’s degree in finance or a relevant field from an accredited institution;
• RO of SFC Asset management license, CFA or FRM certificate will be a plus;
• Minimum of 10 years working experience in asset management, proven experience in investment and financial assets management as an analyst or assistant manager in a financial institution;
• Strong understanding of investment strategies and risk management particularly as it relates to China A shares;
• Excellent written and spoken communication skills in English and Chinese.

We offer attractive remuneration package and fringe benefits including 5-day week to the right candidate.

All information received will be kept in strict confidence and only for recruitment-related purposes.