VP, Portfolio Management

GF Securities (Hong Kong); Hong Kong; On-site; HKD 1,000,000 - 1,800,000; Full time

Job summary

GF Securities (Hong Kong) is seeking a Portfolio Manager to develop and execute discretionary multi-asset strategies for institutional and HNW clients across equities, fixed income, and collective investment schemes.

You will monitor performance, perform attribution analysis, and rebalance within risk limits while preparing regular reviews and market outlooks for clients. Strong research skills, Mandarin proficiency, and an SFC Type 9 licence are required.

Qualifications

• 3–5 years hands-on portfolio management experience in asset management.
• Good knowledge of the Greater China market.
• Hold valid SFC Type 9 licence and other relevant qualifications.
• Proficient in Bloomberg, Wind and Excel modelling.
• Good language skills, including 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

Portfolio management

Attribution analysis

Client communication

Education

Master's degree in finance

Tools

Bloomberg

Wind

Excel modelling

Job description

• Proficient in Bloomberg, Wind and Excel modelling
• Prepare regular performance reviews
• Master's degree in finance

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;
• Proficient in Bloomberg, Wind and Excel modelling;
• Good language skills, including spoken Mandarin and written Chinese.