- Portfolio Assistant Support Investment Operations
- Front Office exposure to support Investment Mgrs
- Friendly Regional Team with Hybrid Work Mode
Our Client
US based global asset manager offering cross asset classes of investment with total AUM of USD 300+Bill AUM to search for Regional Portfolio Investment Operations Analyst/Associate.
Job Duties
- Provide regional portfolio/investment operations support to cross asset classes of investment managers
- Support portfolio rebalancing/monitoring
- Oversight cash management and resolve any reconciliation/operations related matters by working with external fund administrators
- Facilitate ad-hoc projects related to fund set up, system transformation and workflow automation
Requirements
- Well qualified graduate with 3years+ relevant Portfolio Investment Operations/Middle Office experience earned from int’l asset management
- Proactive working attitude and readiness to take on responsibilities
- Familiar with investment operations & trade life cycle
- Knowledge of Bloomberg AIM or Aladdin is highly desirable
- Adaptive to working in a multicultural buyside environment
Category : Asset Management 
Industry :
Banking & Finance
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- Healthy Worklife & Established Platform
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- Sales Support: As part of the front office to resolve daily queries from private banks and retail distributors
- CRM Management: Log clients’ engagements, meeting minutes, and sales activity logs in Salesforce
- Event Execution: Oversee end-to-end event management, including Portfolio Managers’ roadshows, distributor seminars, and branch roadshows.
- Strong Brand with Promising Career
- Friendly, Supportive & Collaborative Int’l Team
- Outstanding Benefits and WFH Policy
Job Duties
What You Will Do:
- Drive Growth: Identify and cultivate new business from retail banks and wealth management platforms in Hong Kong.
- Manage Key Accounts: Maintain and strengthen existing distribution relationships, ensuring products constantly rank as a core part of their recommended lists.
- Technical Advisory: Effectively communicate the investment philosophies, strategies and market outlook to clients. Assuming the bridge between investment manager & clients. Building trust through expertise.
- APAC Institutional Client Service & Account Mgmt
- Global Asset Manager & Private Credit Investment
- Hybrid Work Mode & Dynamic Investment Expo
Job Duties
As part of the Regional Institutional Client Service & Account Management functions in AP and you’ll be tasked with the following accountabilities:
- Identifying business development opportunities, facilitating investor due diligence, managing end to end pre/post sales process by collaborating with key stakeholders including institutional sales, fund manager, product specialists and legal & compliance
- Assume the key contact point from conducting portfolio review, on-going investment communication and tackling any operational related enquiries etc to ensure the fulfilment of SLA
- Understand clients’ investment strategies based on the current capital market landscape and facilitate timely execution
- Responsible Officer and MIC for APAC Hub
- Global Private Credit/Debt Investment Manager
- Promising and Rewarding Career
Job Duties
- Assume one of the senior roles and founding members for the Asia Hub in HK
- Being the Responsible Officer/ Manager in charge accountable for the overall management oversight
- Oversight the investment team and ensure trade orders are executed in an accurate, timely and effective manner
- Global Active & Alternative Investment Mgmt Grp
- Expansion Greater China Intermediary Sales Headcount
- Promising Career and Rewarding Benefits
Job Duties
- As part of the regional sales team and you’ll be accountable for cultivating and networking with China Intermediaries including retail banks, private banks and financial advisors
- Facilitate comprehensive sales and distribution effort by analyzing clients’ profiles; customizing investment solutions to conducting events/road shows
- Collaborate with regional investment, product and marketing team to ensure successful execution of sales strategies and fulfilment of targets