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Equity Portfolio Director
3 weeks ago
**Equity Portfolio Director**
**Job Descriptions**
- Conduct fundamental analysis to construct the equity portfolio for global listed equities.
- Overseeing the portfolio management and trading activities of Equity, Structured Products and Equity Funds including oversight of the trade processing of various instruments.
- Formulate and develop investment strategies to meet customized client objectives.
- Evaluate the risks/opportunities of the investment portfolio including monitoring holdings to identify buy/sell prospects.
- Contribute to client’s investment proposals and portfolio reviews/performance.
- Partner Relationship Managers on client meetings to articulate investment ideas, investment concepts.
- Partner external counterparties, financial institutions, and service providers to resolve operational issues.
- Supporting compliance with regulatory requirements.
- Participate in other portfolio management or research.
**Requirements**:
- Possess minimum 10 years’ experience in financial services industry focusing on either fundamental, macro or quantitative investment research, analytics or strategy.
- Possess university degree preferably in finance, economics or other equivalent.
- In-depth knowledge on financial products.
- A deep passion, commitment, and motivation for building market knowledge and investment expertise.
- Highly motivated and result focused.
- Well verse in English and Mandarin to serve clients and communicate with clients and colleagues in China, Taiwan and Hong Kong.