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 across multiple investment types.
Support development and implementation of asset allocation and portfolio construction strategies.
Perform due diligence on investment managers, analyze track records and draft investment memos.
Review fund reports and financial statements to monitor performance of existing managers.
Support maintenance of forward calendars and pacing models for private market investments.
Collaborate with investment operations team on trade execution, subscriptions and redemptions.
Liaise with legal counsel to process legal documents including application forms and side letters.

Bachelor's degree in finance, accounting, economics or related field; advanced degree or CFA preferred.
5-7 years of relevant investment experience in endowment, foundation, pension fund or asset management.
Familiarity with portfolio management systems and performance reporting tools such as Bloomberg or iLevel.
Excellent analytical, organizational and problem-solving skills.
Strong interpersonal and communication skills with ability to engage internal and external stakeholders.