Description

• Institutional multi-asset investment exposure
• Fast-track to Trader / Portfolio Manager under CEO & CIO mentorship

About Our Client

Our client is a Hong Kong-based multi-family office specializing in customized investment and wealth management solutions for ultra-high-net-worth clients. The firm differentiates itself through an institutional-grade investment platform, leveraging proprietary models, disciplined portfolio allocation, and robust risk architecture to deliver long-term wealth preservation.

Job Description

• Conduct investment research across equities, fixed income, funds, and alternative asset classes, including fundamental analysis and valuation modelling.
• Prepare investment recommendations and monitor macroeconomic trends and market developments。
• Support portfolio management by tracking performance and calculating key risk/return metrics (e.g., volatility, drawdown, Sharpe ratio).
• Assist in asset allocation and portfolio construction aligned with clients' objectives and risk profiles.
• Produce client reporting materials, including portfolio updates and performance reviews.
• Support cross-border investment structuring and execution, including due diligence and compliance processes.
• Participate in client meetings, prepare presentation materials, and handle ongoing client inquiries.

The Successful Applicant

• 2-4 years of experience in securities firms, investment banks, private banks, or asset management.
• Strong analytical skills with experience in investment research, financial modelling, and portfolio analysis.
• Solid understanding of multi-asset investment strategies and asset allocation frameworks.
• Familiarity with Hong Kong financial markets, regulatory environment, and cross-border investment processes.
• Strong communication skills with the ability to interact with sophisticated clients
• Fluency in English and Mandarin preferred.

What's on Offer

• Direct reporting line to the CEO and CIO, with strong exposure to senior decision-makers.
• A clearly defined career progression path, with the opportunity to develop into a Trader or Portfolio Manager within approximately one year.
• Hands-on experience in managing institutional-grade portfolios for ultra-high-net-worth clients.