Key Responsibilities

Portfolio Strategy Development:

• Develop and implement investment strategies that align with the company’s financial goals and risk tolerance.
• Conduct detailed market research and data analysis to identify investment opportunities.

Portfolio Oversight:

• Monitor portfolio performance regularly and adjust allocations to optimize returns and mitigate risks.
• Ensure diversification and compliance with regulatory and internal risk management policies.

Market Analysis and Research:

• Analyze market trends, macroeconomic indicators, and sector dynamics to inform investment decisions.
• Evaluate new asset classes and financial instruments for inclusion in portfolios.

Stakeholder Communication:

• Prepare detailed performance reports and present findings to senior management and clients.
• Communicate effectively with Mandarin-speaking stakeholders and global partners.

Risk Management:

• Identify and mitigate portfolio risks, including interest rate, credit, and liquidity risks.
• Implement quantitative tools and analytics to monitor risk exposure and ensure compliance with regulatory standards.

Qualifications

• Bachelor’s degree in Finance, Economics, or a related field; MBA or CFA designation preferred.
• Minimum of 5 years of experience in portfolio management, investment analysis, or a related role.
• Strong knowledge of financial instruments, asset allocation strategies, and risk management techniques.
• Proficiency in financial modeling and analytics tools (e.g., Bloomberg, Python, Excel).
• Fluency in both Mandarin and English is preferred to communicate effectively with stakeholders.
• Exceptional communication and interpersonal skills, with the ability to work collaboratively with diverse stakeholders.