Portfolio Manager Japan Equities (Fundamental Research, Long/Short Net Neutral)

acg management pte. ltd.; Singapore; On-site; SGD 180,000 - 300,000; Full time

Job summary

ACG Management Pte. Ltd. in Singapore is seeking a Portfolio Manager for Japan Equities to lead a long/short net neutral strategy, focusing on small to mid-cap names and bottom-up research.

You will build models, forecast earnings, engage with management in Japanese, and manage risk within the firm’s guidelines, reporting to senior investment staff.

Qualifications

• Native-level Japanese fluency required for research and engagement.
• 3–5 years buy-side or sell-side equity research experience in Japanese equities preferred.
• Bachelor's degree in Finance, Economics, or related field.
• Strong financial modeling and valuation skills.

Responsibilities

• Construct and manage a long/short net neutral Japan equities portfolio.
• Conduct deep-dive bottom-up research on Japanese companies, esp. small/mid-cap names.
• Build and maintain financial models to forecast earnings and valuations.
• Generate and manage long and short investment ideas based on proprietary research.
• Monitor developments, industry dynamics, and macro factors impacting Japanese equities.

Skills

Japanese fluency

Financial modeling

Bottom-up research

Valuation

Risk management

Education

Bachelor's degree in Finance/Economics/Accounting

Tools

Bloomberg

Financial databases

Job description

Portfolio Manager – Japan Equities (Fundamental Research, Long/Short Net Neutral)

Location: Singapore Office

Company: ACG Management Pte. Ltd.

Language Requirement: Native-level fluency in Japanese (reading, writing, and speaking) is REQUIRED

About Us

ACG Management Pte. Ltd. is a Singapore-based investment management firm specializing in Japan-focused fundamental long/short equity strategies with a net neutral portfolio approach. Operating under a multi-manager platform, we focus on small to mid-cap Japanese equities, targeting earnings surprises and valuation inefficiencies through rigorous bottom-up research.

We are seeking a Portfolio Manager – Japan Equities who combines strong financial analysis skills with native-level Japanese fluency. A deep understanding of Japanese business culture and communication style is essential to conduct meaningful company research and engage effectively with management teams in Japan.

Key Responsibilities

Portfolio Management & Research

• Independently construct and manage a long/short net neutral Japan equities portfolio
• Conduct deep-dive bottom-up research on Japanese companies, particularly small and mid-cap names
• Build and maintain detailed financial models to forecast earnings and valuations
• Generate and manage both long and short investment ideas based on proprietary research
• Monitor company developments, industry dynamics, and macroeconomic factors impacting Japanese equities

Communication & Cultural Insight

• Engage directly with company management, investor relations teams, and sell-side analysts in Japanese
• Attend earnings calls, analyst briefings, and company visits primarily in Japanese
• Leverage cultural fluency to interpret subtle communication nuances and gain differentiated insights
• Communicate research findings clearly and collaborate with internal stakeholders where appropriate

Risk & Compliance

• Manage portfolio within the firm’s net neutral exposure parameters and investment guidelines
• Monitor exposures, liquidity, and position-level risks independently
• Work with internal risk and operations teams to support reporting and compliance processes

Requirements

• Native-level Japanese fluency (reading, writing, speaking) – essential for company interaction and research
• Strong understanding of Japanese business culture and communication practices
• Bachelor’s degree in Finance, Economics, Accounting, or related field
• Minimum 3–5 years of buy-side or sell-side equity research experience, with preference for Japanese equities coverage
• Proven financial modeling and valuation expertise (DCF, comparables, scenario analysis)
• Demonstrated ability to generate actionable long and short investment ideas and manage net exposure
• Independent thinker with intellectual curiosity, attention to detail, and a passion for fundamental investing
• Familiarity with Bloomberg and financial databases a plus

Why Join Us

• Opportunity to manage your own independent book within a proven multi-manager platform
• Direct company access across a broad range of Japanese small and mid-cap names
• Strong operational, compliance, and risk management support so you can focus on alpha generation
• Independent environment with clear accountability for results
• Performance-driven compensation structure with significant upside potential