
Investment Portfolio Manager
3 days ago
An Investment Portfolio Manager will be responsible for the day-to-day management of investment products, including cash flow projection, cash management and monitoring of corporate actions.
- Support the investment manager in the overall strategy and implementation of investment products.
- Trade and FX order booking on Bloomberg and reconciliation of portfolio trades and cash flow between Bloomberg data and broker statements.
- Track the performance of client portfolios and various benchmark indices.
- Perform research on asset classes and securities as requested by the manager.
- Prepare factsheets for regular portfolio reviews with clients.
- Prepare Investment Management Agreements (IMA) for new clients.
- Prepare marketing materials to support the PM and Private Wealth Management relationship managers in pitching Asset Management products and DPM services to potential clients.
- 1-3 years of professional experience in fund houses or asset management arms of investment banks is a plus.
- Ability to prioritise and multi-task in a dynamic environment.
- Ability to take on any adhoc tasks as assigned by line manager.
- Good understanding of financial markets, traditional and alternative asset classes, and industry landscape.
- Proficient in Powerpoint and Excel.
- Full proficiency in English, Mandarin and Cantonese is a plus to liaise with colleagues in Head Office.
- Familiarity with portfolio management tools such as Bloomberg AIM is a plus.
The successful candidate will have opportunities to work closely with experienced investment professionals and gain valuable skills and knowledge in investment management. They will also have access to training and development programs to enhance their career progression.
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