Manager / Senior Manager / Associate Director, Portfolio Management
Manager / Senior Manager / Associate Director, Portfolio Management
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Job Description
You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day youll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals families and communities around the world.
Job Description:
Portfolio Management
Optimise risk adjusted returns within risk limits and capital requirements
Monitor compliance with internal governance (PPP internal Investment OGs etc)
Work with ALM on strategic asset allocation strategy development
Propose implement and maintain ongoing portfolio rebalancing tactical asset allocation strategies
Manage cash deployment processes together with local Finance and SLC teams; manage cash allocation and trade plans; allocate assets according to PPP requirements
Search propose and implement new asset classes
Liaise with Finance and other teams on executing trades initiatives and reporting
Understand IFRS 17 and solvency capital impacts
Ensure portfolio compliance with local (HKIA) investment regulations
Assist in other HK/Bermuda/Singapore investment portfolio as required
Review notional cash plan by working with the Finance and other teams during the monthly notional cash planning process. Assist in the implementation monthly investment plan
Investment Reporting and Analysis
Prepare portfolio analytics and reporting including reports relating to General Account capital markets
Coordinate and prepare presentation materials for committee meetings (eg IMC ALCO working groups AIC Board meetings etc)
Review and input into the Annual investment plan process
Business Support
Provide investment support for new product development
Review assumptions and results of Investment Plan estimated by ALM; Propose Annual Investment Plan
Others
Participate in ad-hoc activities special projects M&A as part of the HK/HNW Investment Team
System service analysis and procurement
Preferred skills
Strong knowledge of Microsoft Word Excel and Power Point
A good understanding of the investment market
Ability to prioritise time and tasks effectively to meet deadlines
Familiarity with third-party system providers like Bloomberg Aladdin Tableau a plus
Hands on experience in managing investment portfolios and asset managers a plus
Requirement
The minimum education level is a Bachelors Degree obtained from a recognizable university
Other educational or professional qualifications like CFA CAIA MBA Accounting and Actuarial is an advantage although not required
At least 5 years working experience in related fields
Job Category:
Asset ManagementPosting End Date:
29/12/2025Required Experience:
Director
Employment Type
Full-Time
