Investment Associate/Assistant Portfolio Manager in the Investment Office

University of Hong Kong

Duties & Responsibilities

Conduct research and analysis on asset classes, strategies, themes and sectors.
Support the development and implementation of asset allocation and portfolio construction strategies.
Perform landscaping studies through databases and manager meetings to identify investment opportunities.
Conduct due diligence analysis, draft investment memos and prepare investment recommendations.
Monitor performance and development of existing managers through fund reports and meetings.
Support maintenance of forward calendars and pacing models for Private Markets.
Collaborate with investment operations team on trades, subscriptions and redemptions.
Liaise with legal counsel to process legal documents such as NDAs and application forms.

Bachelor's degree in finance, accounting, economics or related field required.
Advanced degree or CFA designation preferred.
5–7 years of relevant investment experience in endowments, foundations, pension funds or asset management.
Familiarity with portfolio management systems and performance reporting tools.
Experience with Bloomberg or iLevel systems preferred.
Excellent analytical, organizational and problem-solving skills.
Strong interpersonal and communication skills.