Portfolio Associate (Senior/AM)

Key Responsibilities:

Investment Strategy & Management

Assist in developing and executing investment strategies for in-house portfolios.

Monitor and manage investments across multiple asset classes, including equities, fixed income, real estate, and private equity.

Conduct research and analysis to identify new investment opportunities.

Portfolio Analysis & Reporting

Track and evaluate portfolio performance, providing regular reports and insights.

Assess market trends and recommend portfolio adjustments to maximize returns.

Maintain accurate records of investment transactions and valuations.

Risk Management

Identify and mitigate risks within the investment portfolio.

Ensure compliance with internal investment policies and external regulations.

Asset Allocation & Financial Planning

Support the optimization of asset allocation to balance risk and return objectives.

Assist in financial modelling and forecasting for investment planning.

Corporate Investment Oversight

Work closely with senior management to align investments with corporate strategy.

Participate in due diligence for new investment opportunities.

Ad Hoc Support

Provide additional support and undertake special projects as required, ensuring adaptability to the evolving needs of the portfolio and management team.

Collaborate with stakeholders to address emerging challenges and opportunities, proactively contributing to strategic initiatives. Participate in due diligence for new investment opportunities.

Qualifications:

Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.

Advanced degrees (MBA) or certifications (CFA, CFP, CPA) preferred.

3-5 years in investment strategy, portfolio management, or financial advisory, ideally within private banking or asset management.

Experience with multi-asset class portfolios a plus.

Strong financial modelling, portfolio management, and risk mitigation skills.

Familiarity with financial software (e.g., Bloomberg, FactSet) and advanced Excel.

Excellent communication and leadership abilities, with experience working across teams and stakeholders.

Ability to adapt to evolving market conditions and regulatory environments.

Mandarin-speaking candidates are preferred to effectively communicate with Mandarin-speaking clients.