Assistant Manager / Manager, Portfolio Management - Renowned Wealth Management service provider Assistant Manager / Manager, Portfolio Management  …

Achievers Recruitment Limited
in Hong Kong
Permanent, Full time
Be the first to apply
Competitive
Achievers Recruitment Limited
in Hong Kong
Permanent, Full time
Be the first to apply
Competitive
Our client is a renowned wealth management platform with a long history of providing high net worth individuals, families and corporate clients with a complete range of global asset allocation, family wealth inheritance and other financial services. To cop with their expansion plan for 2022, they are currently seeking an Assistant Manager / Manager, Portfolio Management to join their HK office.

Responsibilities:

HNWI related

  • Maintain in-depth knowledge of ongoing funds, including but not limited to fund performance, investment strategy, investment progress, market outlook, operation
  • Review and disclose routine fund reports
  • Hold conference calls between fund houses and HNWIs
  • Initiate notices of capital call, distribution and redemption, track progress of investors’ capital movement
  • Handle individual enquiries from relation managers and HNWIs regarding above content on a daily basis

Fund House related

  • Coordinate accurate and timely information of on-going funds from fund houses and product development department
  • Review fund performance on a quarterly basis, propose distribution to fund managers, warn potential risk and report to department head for further handling
  • Join routine due diligence of fund houses
  • Participate in asset disposal of risk funds
  • Produce monthly report of all on-going funds

Others

  • Coordinate amongst client services, compliance, quality control, or operation for fund related projects and/or maintenance
  • Coordinate information from various product teams to provide accurate and timely information to clients, prospects and consultants
  • Assist with distribution of client communications
  • Demonstrate strong knowledge of funds and strategies of assigned product class, e.g. private equity, real estate, credit and/ or equity (secondary market) related funds
  • Monitor the investment progress, liquidity, operations and performance of the funds and report to the management

Requirements:

  • Degree holder in Finance, Accounting and Economics or related disciplines
  • 3-5 years of experience in investment management, investor relations, product development is a plus
  • Excellent organization and communication skills, both verbal and written, in English and Mandarin is a must
  • Knowledge in private equity, real estate, credit and/ or secondary market funds is a plus
  • Familiarity with capital call, dividend distribution is a plus
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