Senior Manager / Associate Director, Portfolio Management

Posted 2 Days Ago
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Hong Kong, Central, Central & Western District
Expert/Leader
Fintech • Payments • Financial Services
The Role
The role involves supervising regulated activities related to asset management, enhancing investment processes, conducting fund screening, due diligence, asset allocation, and supporting business initiatives in portfolio management. The manager will also perform investment compliance, provide performance analysis, and prepare marketing materials for clients.
Summary Generated by Built In

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:

  • Together with other Responsible Officers (ROs) of AMC, carry on and supervise the Type 9 regulated activities of the company. This includes, but not limited to managing the MPF scheme’s daily dealing activities, and being responsible for ensuring the entire asset management function abides the regulatory guidelines/restrictions as set by the MPFA and the SFC

  • Regularly review and enhance investment processes to make sure our flow/procedure is both effective and efficient.

  • Perform all aspects of fund/fund manager screening, due diligence, selection, monitoring, evaluation as well as formulating strategic and tactical asset allocation.

  • Jointly accountable for making tactical allocation to underlying funds/fund managers to deliver results in meeting performance targets.

  • Support AMC’s business initiatives including product design and launch, and manage external manager relationship.

Responsibilities

  • Perform asset management function abide by the SFC and the MPFA regulations

  • All aspects of fund/fund manager screening, due diligence, selection, monitoring, evaluation, as well as formulating strategic and tactical asset allocation

  • Conduct dealing activities, and research on macro and multi-asset classes

  • Provide regular performance analysis, report, review, and commentaries for publication of fund factsheets, brochures, and other marketing materials for existing clients and prospects

  • Regularly review and enhance investment process

Preferred skills

  • Solid financial background with good understanding of the global financial market, and the ability to think laterally across sectors and multi-asset classes

  • Strong understanding of asset management strategies and regulatory compliance

  • Knowledge of MPF market and products, competition and the relevant regulatory framework

  • Good understanding of fund distribution landscape in HK as well as in the region

  • Excellent communication and interpersonal skills, with the ability to build relationships with key stakeholders

  • Good team player, positive attitude, ability to think out-of-the-box

  • High professional integrity

  • Strong client-first mindset with a relentless focus on delivery of fund performance

Qualifications

  • University graduate in Investment, Finance, Economics or similar discipline

  • Over 10 years of working experience in portfolio management or related fields

  • CFA charter holder and/or other relevant professional qualifications a plus

We offer 5-day work, attractive salary, MPF and excellent career development opportunities to the right candidate.

We are an equal opportunity employer and welcome applications from all qualified candidates.  Application forms and resume will be kept for a period of 24 months after completion of the recruitment process.  (All information will be held in strict confidence and only be used for recruitment purpose).

Job Category:

Investments

Posting End Date:

29/04/2025

The Company
Toronto, Ontario
499 Employees
On-site Workplace

What We Do

A UK company, Sun Life Financial of Canada is focused on building excellent customer service by offering the highest levels of customer care. We have been serving customers in the UK for over 100 years

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