Senior Manager, Portfolio Management

Send your CV to now!

Our Client is A Well-established Life Insurance Firm in Hong Kong


  • Provide recommendation and implementation on strategic and tactical asset allocation
  • Work closely with external asset managers to improve investment performance and ensure investment and risk compliance
  • Conduct research and analyses across various asset classes, including fixed income, equities (public and private), and alternative investments
  • Prepare investment reports for Investment Committee with the supports from portfolio analysts
  • Screen and evaluate new investment opportunities
  • Lead the execution of investment activities
  • Work closely with ALM, Actuarial, Finance, Product, Legal and Risk departments in relation to investment matters
  • Support other ad-hoc projects


  • Bachelor’s degree or above in accounting, finance, economics, actuarial or related disciplines
  • Excellent analytical, communication and interpersonal skills
  • 5-10 years of experience in portfolio management and investment analysis, insurance industry preferred (Candidates with different levels of experience may also be considered)
  • Alternative investments and derivatives knowledge is an added advantage
  • Must be familiar with Bloomberg (AIM/PORT), Microsoft Excel, PowerPoint, and Word
  • Self-motivated, flexible and ability to work independently under pressure
  • Strong inter-personal skills with the ability to coordinate and collaborate with colleagues and external parties
  • Excellent writing and communication skills in English and Chinese (Cantonese/ Mandarin)
  • CFA and/or CAIA designation will be an advantage
  • Candidate with less experience will be considered as Manager

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