- Global Institutional & Retail Asset Manager
- Expansion AP Portfolio Mgmt Control Headcount
- Oversight Front to Back Office Investment Control
Our Client
Appointed by a global asset manager with US$145billion+ AUM worldwide for institutional and retail investors to search for Regional Portfolio Management Controller of Senior Associate level or above for the HK/Regional Hub. As part of regional equities investment team and partner with a small team of 3. You will be tasked with the following-
Job Duties
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Oversight the timely/accurate trade orders input/execution, monitoring of liquidity/cashflow, investment compliance/restrictions by working closely with internal support functions across L&C, Back Office operations, Sales/Business Development teams & externally with custodian/brokers
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Ensure the fulfilment of liquidity, investment compliance and regulatory & risk control through continuous monitoring of portfolio transaction
- Active participation in new markets/product related initiatives in addition to global operating projects
- Represent the front office to resolve portfolio and trade operations issues
Requirements
- Graduate with 5 years relevant portfolio management control/performance analytics
- Strong risk control mindset and mathematics/numerical background
- Sound knowledge of equities portfolio management
- Good understanding of investment portfolio workflow from front to back office
- Proactive personality with strong proficiency in English
- FRM/highly proficient in Excel
- Regional Portfolio Investment Management Support
- Oversight trade execution, Cash Mgmt & Projects
- Hybrid Work Mode & Dynamic Investment Expo
As part of the Regional Portfolio Management Support Team and assist cross asset classes of investment managers in AP with the following accountabilities:
- Ensure accurate and timely order execution control as the bridge between PM/Traders and Middle Office/Operations Team
- Facilitate portfolio rebalancing, asset allocation and investment monitoring
- Oversight cash management and resolve any reconciliation/operations related matters by working with operations/external fund administrators
- Top Ranking Global Private Bank
- Expansion headcount for AP/Greater China region
- Multi-asset & Discretionary Investment Advisory
- Evaluate portfolio risk and identify customized investment solutions with the comprehensive support of product specialists/ investment teams
- Regularly monitor client portfolios for performance, risk and opportunities
- Provide Discretionary Mandates, Alternative & Capital Markets Product Advisory with seasoned private bankers
- Promising Int’l Buy-Side Career Opportunity
- AP Equities Portfolio Management & Mandate Advisory
- Profound Institutional Clients and Family Office Exposure
- Manage multi-asset classes of discretionary portfolios for UHNW & Institutional clients
- Accountable for managing the model portfolios with tactical asset allocation determined by the Regional/Global Investment Committee
- Assume the Asia ex-Japan portfolio (covering AUS/NZ/India) lead to manage and oversight equity asset class portfolios, with a team of professionals
- Family Office / Buy Side Opportunities
- Multi-Asset Portfolio Investment Research
- Excellent Job Security & Career Development
As a member of the investment team, you will be responsible for
- Assisting investment managers on tracking of the latest market developments and thematic issues related to central bank policies, rates and key economic indicators etc.
- Conducting top-down and bottom up research
- Monitoring portfolio performance and attribution analysis
- Expansion Hiring for Fund Admin & Account Opts
- Highly Rewarding Compensation & Bonus
- Exposure with Private Equity / Venture Capital Investment
- Database and information management of LPs, investments, and attributes of various funds
- Ensure consistency in workflow and quality control of internal, tax and regulatory reporting
- Assist clients with portfolio and SPV accounting, payment services, audit and tax support, waterfall, capital distribution