Portfolio Analyst – Investment

Send your CV to CV@wwhcc.com now!

Our client is A Leading Life Insurance Firm


  • Maintain and manage investment data provided by external managers and update in internal systems on daily basis
  • Assist portfolio management and day-to-day operation of the general funds, including risk monitoring and investment compliance
  • Monitor portfolios managed by internal or external managers and follow-up any actions required
  • Support the execution of investment transactions, including trade compliance and settlement
  • Conduct research and analyses across various sectors and asset classes, including fixed income, equities (public and private), alternative investments and structured assets
  • Liaise with internal parties, external managers and other professional parties
  • Assist the team to complete ad-hoc tasks assigned


  • Bachelor degree or above in accounting, finance, economics, actuarial or related disciplines
  • 1 to 3 years’ of working experience in insurance or asset management industry preferred
  • CFA and/or CAIA designation will be an advantage
  • Practical knowledge in portfolio management and investment operation
  • Must be familiar with Bloomberg (including PORT and AIM), Microsoft Excel, PowerPoint, and Word
  • Detailed minded and able to work independently
  • Excellent analytical, communication and interpersonal skills
  • Excellent writing and communication skills in English and Chinese (Cantonese and Mandarin)
  • Candidates with more experience will be considered as Senior Analyst

Interested parties, please send your CV in MS Word format with an indication on present and expected salary to Mr. Lee via email at alee@wwhcc.com, thanks!