Trader, Portfolio Manager - Investment Division (Ref: AL11540)

Location: Hong Kong

Our client is a listed conglomerate with a strong presence in Hong Kong, China, and the United States. They are currently seeking a Trader, Portfolio Manager to join their growing investment division within the COO office.

Responsibilities

The successful candidate will be responsible for:

• Managing the Group’s investment portfolios with a focus on the secondary equities investment market in Hong Kong, China, and the US.
• Acting as a trader to execute equities orders for Hong Kong and overseas markets in a timely and efficient manner.
• Handling the entire investment process, including but not limited to investment opportunity analysis, financial modeling, due diligence, funding, deal sourcing, and preparation of presentation materials.
• Optimizing returns with measurable risk exposure while ensuring compliance with mandatory regulations by assisting Management in formulating investment strategies, monitoring investment transactions, and evaluating portfolio performance to achieve investment objectives.
• Collaborating closely with the research team to translate research insights into actionable investment decisions, while staying updated on market dynamics, performance trends, and reports.
• Establishing and maintaining strong relationships with business partners to support investment activities.
• Performing ad hoc assignments as required.

Candidate Profile

Education

• Degree holder in Finance, Economics, Accounting, or related disciplines.
• CPA and/or CFA qualification is an asset.

Experience

• At least 5 years of experience in equity portfolio management, preferably gained from the buy-side or at a trading desk in reputable financial institutions.
• Solid investment experience in the secondary market of developed markets.

Functional/Technical Knowledge

• Excellent financial, research, and modeling capabilities, with strong accounting knowledge and the ability to analyze balance sheets and cash flow statements.
• Proficient in finance and data analysis, with familiarity in Bloomberg and other related financial platforms and trading protocols.

Skills

• Strong analytical, relationship management, communication, and presentation skills.
• Proficient in MS Office applications.
• Good command of Cantonese, Mandarin, and English.

This is an exciting opportunity to play a pivotal role in managing the Group’s investment portfolios and driving strategic growth in the secondary equities market. If you possess a combination of strong analytical skills, deep market expertise, and a proven track record in portfolio management, you are encouraged to connect with our team to explore this opportunity further.