Senior Portfolio Manager
Sun Life
full-time
Posted on:
Location Type: Office
Location: Hunghom • Hong Kong
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Job Level
About the role
- Perform asset management function abide by the SFC and the MPFA regulations
- Regularly review and enhance investment processes for the sake of robustness and effectiveness
- Perform all aspects of fund/fund manager screening, due diligence, selection, monitoring, evaluation as well as formulating strategic and tactical asset allocation
- In-depth research on macro and multi-asset classes
- Optimize investment process by developing proprietary investment model and leverage on third parties’ investment tools
- Dealing of ETF and underlying mutual funds
- Jointly accountable for making tactical allocation to underlying funds/fund managers to deliver results in meeting performance targets
- Support AMC’s business initiatives including product design and launch, and manage external manager relationship
- Assist to provide regular performance analysis, report, review, and commentary for the publication of fund factsheets, brochures and other marketing materials for existing clients and prospects
Requirements
- University graduate in Investment, Finance, Economics or similar discipline
- Over 15 years’ work experience in portfolio management, multi-asset allocation or related fields
- Solid experience in managing developed market (US, Europe, Japan and DM Asia) equities, and intensive knowledge in sector allocation and style analysis on global equity market
- CFA charter holder and/or other relevant professional qualifications a plus
Benefits
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Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
asset managementinvestment processesfund screeningdue diligencestrategic asset allocationtactical asset allocationperformance analysisinvestment model developmentETF managementmutual funds management
Soft Skills
communicationanalytical thinkingrelationship managementstrategic thinkingproblem-solving
Certifications
CFA