Source description
About the role
You will be a valuable member of the Discretionary Portfolio Management team, collaborating closely with Portfolio Managers, Investment Advisors, dealing desk, and operations teams across regions (HK/SG/DIFC). Your primary focus will be on the following key responsibilities: - Portfolio Analytics and Review: - Perform regular portfolio analysis and generate client reviews and analytics. - Monitor and analyze portfolio performance and risk metrics. - Execute portfolio rebalancing for various DPM strategies. - Process Automation and Enhancement: - Identify and implement automation opportunities for operational workflows. - Develop and maintain portfolio management tools and systems. - Business Development Support: - Assist in the preparation of client pitches and marketing materials. - Support new strategy campaign initiatives through quantitative analysis. - Investment Research and Analysis: - Generate regular market commentary and investment insights. - Design and develop quantitative investment strategies with comprehensive back-testing and optimization. - Assist in regular portfolio allocation decisions. Qualifications Required: - Experience in fundamental analysis and basics of technical analysis. - Understanding of financial markets and portfolio management concepts. - Experience in macroeconomic analysis. - Basic programming skills, preferably in Python. - Experience with automation and process optimization. - Proficiency in data analysis and visualization. - A strong passion for investing and research. - CFA Level 2 appearing/cleared candidates are preferred. - Strong leadership and communication skills. - Ability to work effectively as part of a team and independently. - Strong work ethics, multitasking abilities, and thrive in a fast-paced environment. You will be a valuable member of the Discretionary Portfolio Management team, collaborating closely with Portfolio Managers, Investment Advisors, dealing desk, and operations teams across regions (HK/SG/DIFC). Your primary focus will be on the following key responsibilities: - Portfolio Analytics and Review: - Perform regular portfolio analysis and generate client reviews and analytics. - Monitor and analyze portfolio performance and risk metrics. - Execute portfolio rebalancing for various DPM strategies. - Process Automation and Enhancement: - Identify and implement automation opportunities for operational workflows. - Develop and maintain portfolio management tools and systems. - Business Development Support: - Assist in the preparation of client pitches and marketing materials. - Support new strategy campaign initiatives through quantitative analysis. - Investment Research and Analysis: - Generate regular market commentary and investment insights. - Design and develop quantitative investment strategies with comprehensive back-testing and optimization. - Assist in regular portfolio allocation decisions. Qualifications Required: - Experience in fundamental analysis and basics of technical analysis. - Understanding of financial markets and portfolio management concepts. - Experience in macroeconomic analysis. - Basic programming skills, preferably in Python. - Experience with automation and process optimization. - Proficiency in data analysis and visualization. - A strong passion for investing and research. - CFA Level 2 appearing/cleared candidates are preferred. - Strong leadership and communication skills. - Ability to work effectively as part of a team and independently. - Strong work ethics, multitasking abilities, and thrive in a fast-paced environment.