Manager / Senior Manager / Associate Director, Portfolio Management

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Portfolio Management

• Optimise risk adjusted returns within risk limits and capital requirements

• Monitor compliance with internal governance (PPP, internal Investment OGs etc)

• Work with ALM on strategic asset allocation strategy development

• Propose, implement and maintain ongoing portfolio rebalancing, tactical asset allocation strategies

• Manage cash deployment processes together with local Finance and SLC teams; manage cash allocation and trade plans; allocate assets according to PPP requirements

• Search, propose and implement new asset classes

• Liaise with Finance and other teams on executing trades, initiatives and reporting

• Understand IFRS 17 and solvency capital impacts

• Ensure portfolio compliance with local (HKIA) investment regulations

• Assist in other HK/Bermuda/Singapore investment portfolio as required

• Review notional cash plan by working with the Finance and other teams during the monthly notional cash planning process. Assist in the implementation monthly investment plan

Investment Reporting and Analysis

• Prepare portfolio analytics and reporting, including reports relating to General Account, capital markets

• Coordinate and prepare presentation materials for committee meetings (eg, IMC, ALCO, working groups, AIC, Board meetings etc)

• Review and input into the Annual investment plan process

Business Support

• Provide investment support for new product development

• Review assumptions and results of Investment Plan estimated by ALM; Propose Annual Investment Plan

Others

• Participate in ad-hoc activities, special projects, M&A as part of the HK/HNW Investment Team

• System, service analysis and procurement

Preferred skills

• Strong knowledge of Microsoft Word, Excel and Power Point

• A good understanding of the investment market

• Ability to prioritise time and tasks effectively to meet deadlines

• Familiarity with third-party system providers like Bloomberg, Aladdin, Tableau a plus

• Hands on experience in managing investment portfolios and asset managers a plus

Requirement

• The minimum education level is a Bachelor’s Degree obtained from a recognizable university

• Other educational or professional qualifications like CFA, CAIA, MBA, Accounting and Actuarial is an advantage although not required

• At least 5 years working experience in related fields

Job Category:

Asset Management

Posting End Date:

29/12/2025