VP, Portfolio Management

Unicorn Advisor (HK) Limited; Hong Kong; On-site; HKD 600,000 - 1,000,000; Full time

Job summary

Unicorn Advisor (HK) Limited in Hong Kong seeks an experienced portfolio manager to develop and execute discretionary multi-asset strategies for institutional and HNW clients across equities, fixed income and collective investment schemes.

The role involves monitoring portfolio performance, performing attribution analyses, rebalance actions within risk limits, and preparing regular performance reviews, market outlooks and investment presentations for clients.

Qualifications

• Master's degree in finance and business-related disciplines.
• 3-5 years hands-on portfolio management experience in asset management, with good knowledge of the Greater China market.
• Hold valid SFC Type 9 licence and other relevant qualifications.
• Good language skills, including spoken Mandarin and written Chinese.

Responsibilities

• Develop and execute discretionary multi-asset strategies for institutional and HNW clients across equities, fixed income and collective investment schemes;
• Monitor portfolio performance, conduct attribution analysis and rebalance positions within risk limits;
• Prepare regular performance reviews, market outlooks and investment presentations for clients; proactively manage client expectations and nurture existing mandates;
• Conduct macro, sector and fundamental research; utilise tools including Bloomberg, Wind to support investment decisions and risk monitoring;
• Ensure full compliance with SFC regulations, investment guidelines and internal risk controls.

Skills

Discretionary multi-asset strategies

Portfolio monitoring and rebalancing

Performance reviews

Client relationship management

Education

Master's degree in finance

Finance-related disciplines

Job description

• Prepare regular performance reviews
• Master's degree in finance
• Ensure full compliance with SFC regulations

Job Description

Responsibilities

Develop and execute discretionary multi-asset strategies for institutional and HNW clients across equities, fixed income and collective investment schemes;

Monitor portfolio performance, conduct attribution analysis and rebalance positions within risk limits;

Prepare regular performance reviews, market outlooks and investment presentations for clients; proactively manage client expectations and nurture existing mandates;

Conduct macro, sector and fundamental research; utilise tools including Bloomberg, Wind to support investment decisions and risk monitoring;

Ensure full compliance with SFC regulations, investment guidelines and internal risk controls.

Requirements

Master's degree in finance and business-related disciplines;

3-5 years hands-on portfolio management experience in asset management, with good knowledge of the Greater China market;

Hold valid SFC Type 9 licence and other relevant qualifications;

Good language skills, including spoken Mandarin and written Chinese.